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My Mission
Sit beside an empathetic tax planner who gives holistic financial advice, scholarly tax preparation, and capable audit representation. My name is Robert Arne, and I’ve been successfully serving clients as a CPA and tax planner for over 15 years. Carpe Diem Tax Services provides comprehensive tax services for Santa Cruz County residents, including in Ben Lomond, Boulder Creek, Felton, Scotts Valley, and of course, Santa Cruz. As a CPA, Enrolled Agent, and Certified Life Planner, I use a holistic approach that prioritizes the client with empathetic listening to deeply understand you and your financial situation and aspirations as a whole.
Our firm is guided by the ethos of the founding fathers: No taxation without representation. My mission is to shield you from unjust taxes so you can seize the day with sound financial architecture.
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Santa Cruz Mountains Tax Services
Carpe Diem Tax Services provides for all your tax needs, from representing you to and negotiating with the IRS, to individual and business tax returns, and planning for a rich retirement.
Expert Preparation
With great financial success comes great tax challenges, particularly for those with spirit for business or real estate ventures. I’ve advised doctors and dentists, architects and lawyers, Silicon Valley tech founders, realtors and contractors, managers, writers, and musicians.
Shrewd Representation
When the IRS comes knocking, you need the best representation in your corner. With decades of experience as a CPA and Enrolled Agent I know tax law intimately (though it doesn’t make for fun dinner conversation). I’ve represented clients facing audits, liens, and levies, and won many cases.
CFP Tax Planning
To really get ahead, you need to go beyond shrewd tax preparation and look into the future with life planning. As a Certified Financial Planner I help my clients optimize their taxes with solid financial architecture so you don’t have to settle for “good enough”. Seize the day!
Tax Preparation and Planning Articles
Continue your financial education with our articles published in the Press Banner and our Further Reading section.
Planning Strategies with Trump’s “Big, Beautiful Bill”
Planning became possible when Donald Trump signed off a mega bill, which simultaneously decreases taxes and welfare spending while discouraging…
Tax Dimensions of Retirement Savings
Once standard, today government employees and 15% of private workers get Defined Benefit Plans with slow vesting and definite formulaic retirement…
Local Tax Impact in Santa Cruz County
According to the Tax Foundation, California is 34th in the country—not last—in property taxes and Proposition 13 gives us an effective tax rate of…
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“…Nothing can be said to be certain except death and taxes.” — Benjamin Franklin