About Us

Thank you for your interest in working with our team of tax and accounting advisors. We provide the following services for our clients:

Our firm has experience working with the following types of businesses:

You can trust our staff’s expertise, as they participate in continuing professional education classes offered by local chapters of national tax and accounting associations to keep up with the ever-changing tax law and accounting landscape.

Visit the Services area of our website to learn more about the services we provide.

Get To Know Us


Samantha Hall

Samantha Hall

Senior Associate/Partner
samantha@theoceansidetaxplace.com
7603301765

I am Samantha, a certified tax preparer and experienced bookkeeper, approved by both CTEC and the IRS with over 18yrs experiance. I specialize in tax preparation, bookkeeping, and financial management, ensuring compliance while helping individuals and businesses optimize their financial outcomes. In addition to tax and bookkeeping services, I offer professional Notary Services and provide support year-round—so you can count on reliable assistance whenever you need it. Whether you require organized books, strategic tax planning, or trusted document notarization, I am committed to delivering accurate, efficient, and detail-oriented service

Holding a License for Tax Preparation and Certified with QuickBooks, Samantha has a proven track record of providing comprehensive bookkeeping services, including financial statement preparation, payroll management, and tax planning. Their expertise in tax preparation ensures that clients receive the maximum benefits and deductions possible, while remaining fully compliant with all regulations.

Jackie Macchi

Jackie Macchi

Senior Associate/Partner
jackieboop@yahoo.com
(760)448-0581

Jackie Macchi, Tax Professional | Bilingual (English & Spanish)

With over 24 years of expertise in tax planning, compliance, and problem resolution, Jackie helps individuals and businesses navigate complex tax matters with clarity and confidence. Fluent in both English and Spanish, she ensures seamless communication and tailored solutions for diverse clients.

Whether guiding taxpayers through audits, deductions, or financial strategies, she is committed to delivering accurate, reliable, and personalized tax services.

Contact me today to schedule a consultation!

Sheila Carle

Enrolled Agent (EA), Associate
scarle1033@aol.com
(760) 415-0819

Sheila,  Tax Preparer | Enrolled Agent

With over 25years of expertise in individual and business tax preparation, IRS representation, and compliance consulting, Sheila delivers precise, efficient, and tailored tax solutions. As a licensed Enrolled Agent, she specializes in tax resolution, audits, and strategic tax planning, ensuring clients stay compliant while maximizing deductions and credits.

Skilled in income tax filing, tax law interpretation, and problem resolution, she provides expert guidance on complex tax situations, from small business filings to IRS notices and audits. Her client-focused approach prioritizes accuracy, transparency, and financial efficiency.

Contact me today to schedule a consultation!

Christian Ellwood

Christian Ellwood

Associate
info@thetaxplace.biz
(760) 330-1765

Christian, is a seasoned tax preparer with a wealth of experience in helping individuals and small businesses manage their financial affairs. With a deep understanding of tax laws and regulations, Christian is dedicated to ensuring his clients maximize their deductions and benefits while staying fully compliant.

Christian is licensed with CTEC (CA State) and the IRS. His meticulous attention to detail and commitment to accuracy have earned him a reputation for reliability and professionalism.

Outside of work, Christian enjoys playing music, performing, gaming, reading books, and spending time with family and friends, bringing the same level of dedication and passion to his personal life as he does to his professional endeavors.

Sandra Villavicencio

Sandra Villavicencio

Enrolled Agent (EA), Retired IRS Agent, Associate
sandiv084@gmail.com
(760) 803-1167

Sandra Villavicencio, Enrolled Agent | Tax Professional | Former IRS Agent

A seasoned tax expert with IRS insider knowledge, Sandra specializes in tax compliance, audits, and strategic planning. As an Enrolled Agent and retired IRS Agent, She provides expert guidance, helping individuals and businesses navigate tax complexities with confidence and integrity.