Bonita Valley Tax & Bookkeeping in Bonita provides Enrolled Agent-level tax preparation, tax planning, bookkeeping, and estate-and-trust return services from Suite 106 on Otay Lakes Road in the 91902 ZIP code. The EA designation — conferred by the IRS after passing the three-part Special Enrollment Examination — grants unlimited practice rights before the IRS, a credential tier that complements the CPA-level services at Chula Vista CPA for clients needing audit representation or multi-entity consolidations. Estate and trust filings on Form 1041 cover irrevocable and revocable trust income distributions, fiduciary accounting, and beneficiary K-1 allocations under Subchapter J of the Internal Revenue Code. Individual returns address Schedule D capital-gains harvesting, rental-property depreciation recapture on Schedule E, and the California 540 adjustments that Bonita homeowners selling near the Bonita Golf Club corridor encounter when reporting residential-sale exclusions under IRC Section 121, coordinated with title-company proceeds documentation from escrow officers at New Venture Escrow. The practice manages QuickBooks-based bookkeeping with monthly bank reconciliations, accounts-receivable aging reports, and year-end 1099-NEC and 1099-MISC issuance for independent-contractor payments exceeding the $600 federal reporting threshold.