Meet Our Team

Diana V. Castro

Enrolled Agent, Certified Tax Coach, CRTP, Mortgage Broker
805-650-1052 x224

Diana Castro is the Founder and President of Legacy Tax Services a Tax Preparation and Tax Planning Firm. Ms. Castro is an IRS approved Enrolled Agent and currently working on completing a Master’s of Science in Taxation. Additionally, she is also the Principal Broker/Owner of Legacy Lending Services, Inc. an independent mortgage firm located in Camarillo, CA. She has been a Tax & Financial Professional helping clients retain more of their earnings and create wealth for over 20 years.

Ms. Castro is also a published best-selling author of “Why Didn’t My CPA Tell Me That? Small Business Write-offs Conventional Tax Advisors Miss” and “The Ten Most Expensive Tax Mistakes….that cost Real Estate Agents Thousands”. She has been featured in several books and articles. She specializes in tax and mortgage planning for individuals, small/medium sized businesses, real estate professionals and investors.

For over 20 years, Diana has provided tax, mortgage and business consulting services worldwide to individuals, small business and large corporations. She has led seminars and educational workshops on various topics including: Improving Organization Performance, Behavior-Based Strategies, The Basics to Home Buying, Women and Investing, Wealth Management, Quadrant Living, Short-Sales, Buying REO properties, Credit Improvement, as well as, Local and Federal Grant Programs for Homebuyers.

Ms. Castro is an Alumni of the University of California, Santa Barbara. She is a native Californian who is fluent in Spanish and French. Ms. Castro loves being a mother to her two grown daughters. She also has several rescue cats and dogs. She enjoys international traveling, reading, researching, beach time, walking/running, real estate investing and home remodeling projects.

Carissa Arce

Administrative Assistant
805-650-1052 | (805) 293-8641

Carissa Arce is the Administrative Assistant at Legacy Lending. Here she answers phone calls, organizes data and files, helps with day to day tasks of the Loan Officers, and assists in anyway necessary.

She has held her notary license since 2008 and specializes in loan doc notarizations. During tax season, she is also a Tax Preparer at Legacy Tax.

Carissa graduated from UC Santa Barbara in December of 2013 and enjoys going the beach, playing soccer and camping in her free time.

Rave Reviews

Great and Reliable Tax Company

I am lucky to have found a local great and reliable tax company! Thank you for the professional quality of your services.

-Celsa Moncayo

Love her!

Love her! Had a very good experience. Thank you!

-Marissa F.


Competent, Knowledgable, Cheerful and Warm

Diana has done my taxes for 5 years now. She is competent, knowledgeable, cheerful and warm. I look forward meeting her every year for taxes.

-Marie V.


Diana, solo contestare con una sola palabra (EXELENTE) – heres toda una professional.

-Rafael H.

Thank You Diana

This is my 3rd year Diana has done my taxes. I would recommend her to my friends.

-Linda N.

Diana is the BEST

I have been working with Diana Castro even since Deidre my old accountant moved and gave up the biz. She was referred to me by Deidre and I have been extremely happy with her services. She is always helpful and gets back to my emails quickly and even when I am really late getting my taxes to her she manages to get them done quickly. She also sends out helpful forms and tips for write-offs and keeping my info organized. I highly recommend Diana and her staff. They are really just terrific.

Diana is the “tax queen”!!

Diana is the “tax queen”!! I had my taxes done with Diana and received my income tax check in my account recently- Diana is very easy to work with, reliable, and efficient in her work!! She had my info filed very quickly and her rates for service are great! I highly recommend her if you are still looking to get your taxes done! I will be definitely be seeing her again next year! Maybe to also get her help with real estate!!

Terra H.

Amazing with her tax knowledge

Diana is extremely amazing with her tax knowledge. She’s on top of everything and very professional with her services. I’ll definitely be coming back next year and referring my friends and family 🙂 Excellent Service!!

Gabby R.

Diana is the best

Diana is the best, we have been going with her for some years already. She also helped us with the purchase of our HOME? Very easy to work with.
Thank you,

Maria L.

Big Refunds

I’ve been doing my taxes with Diana Castro since 2006. Diana has always gave me the big refunds back for a low cost. I will continue to do my taxes with Diana until she retires. Looking forward to get her help with Real Estate soon.

Adrian A.

Extremely knowledgeable

Diana Is extremely knowledgeable and professional I put all my trust in her.

Lety R.

Set me on the path to home ownership

Well Informed! Thank You Diana, You’ve set me on the path to home ownership!!! I highly recommend.

Frank D.