As an IRS Enrolled Agent operating from the TurboTax full-service office on Loker Avenue, Lilia De La Torre - TurboTax Expert in Carlsbad specializes in retirement-income reporting, dependent eligibility analysis, and Child Tax Credit optimization. The practice's mortgage-interest deduction reviews and property-tax calculations coordinate with the loan documentation requirements at lenders such as Bluefire Mortgage Group for homeowners filing itemized returns on Schedule A. Retirement-income work covers Social Security benefit taxation thresholds, Required Minimum Distribution calculations from traditional IRAs and 401(k) plans, and Roth conversion tax-impact modeling under current marginal-rate schedules. The W-2 reconciliation process extends to multi-employer filers who hold concurrent assignments through staffing agencies such as PrideStaff, requiring cross-referencing of multiple wage statements against IRS records. Enrolled Agent certification authorizes representation before the IRS in all 50 states for audits, collections, and appeals without geographic restriction. Complex returns include multi-source retirement distributions requiring Form 8606 basis tracking for nondeductible IRA contributions carried across multiple tax years.