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Jennifer Prendergast

Tax Operations Lead
Education and Credentials
Santa Barbara City College / University of California, Santa Barbara

With nearly four decades of experience in public accounting, Jennifer brings a comprehensive and relationship-driven approach to tax preparation and firm operations. Her deep expertise in tax filing compliance, accounting processes, and client service stems from a career that has spanned every aspect of a CPA firm, from preparing tax returns and managing client relationships to overseeing firm operations, bookkeeping support and technology integration.

Jennifer has built lasting relationships throughout the Santa Barbara community, providing knowledgeable guidance and a calm, supportive presence to clients navigating their tax and accounting needs. At SteelPeak, she continues to leverage her extensive experience to ensure clear communication, trust, and a positive client experience.

She studied accounting and business at Santa Barbara City College and the University of California, Santa Barbara. Outside of work, she enjoys spending time with her adult sons, her black lab Sadie, and her family and friends. She has recently discovered a love for golf and looks forward to traveling more while continuing to embrace a peaceful, fulfilling life outside the office.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
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Schedule a Meeting with
Jennifer
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

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Lisa Tashtchian
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Joshua Fein
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Sam Sosa, J.D.
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Kingsley Choi
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Rina Pineda, CPA, MST
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Mark Koellner, CFP®, CRPC®
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Flavia Nunes
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Michelle Nanoff
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Daniel Atchinson
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James Cordle
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Katherine Neto, AWMA®
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Shelby Brennan, CPA, CFP®
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