Comstock & Associates in Carlsbad delivers tax, financial, and estate planning from its Jefferson Street office, concentrating exclusively on advisory work rather than general accounting or audit engagements. Estate planning cases dovetail with probate and trust counsel such as Opelon LLP, aligning asset-transfer strategies with California Probate Code requirements. The firm refers compilations, reviews, and audits to affiliated CPA practices when attestation standards exceed the advisory scope. Tax-efficiency strategies incorporate retirement-account sequencing and charitable-remainder trust structures, a planning depth that parallels the investment advisory work at Seaside Wealth Management. Complex engagements include multi-state filing coordination for S-corporation shareholders and grantor-trust income allocation across California Franchise Tax Board and IRS schedules.