Charles R Freeman Financial

Accounting & TaxVerified

About

Charles R Freeman Financial operates a tax preparation and financial consulting practice in Allied Gardens, San Diego, from Suite 8B at 4950 Waring Rd in the 92120 neighborhood's primary small-business corridor east of SDSU. The firm handles individual and joint tax returns, with a specialization in retirement-income reporting that covers Social Security benefit taxation, required minimum distribution calculations, and pension-rollover documentation under IRS 402(b) rules. Capital-gains reporting for residential sales runs through the same Section 121 exclusion analysis that real estate transaction coordinators document at brokerages including AJX Homes, LLC in Allied Gardens. Self-employment Schedule C preparation covers ride-share drivers, freelance consultants, and gig-economy contractors who need mileage-log substantiation and home-office deduction calculations under the simplified method. The practice provides year-round financial planning consultations that pair tax-projection modeling with estimated quarterly payment scheduling, helping clients avoid underpayment penalties by adjusting withholding against variable income streams. Waring Road's small-business district sits between Orcutt Avenue and Zion Avenue, a stretch where independent service providers share clientele and referral networks with neighboring tax practices including Taxlana in the same commercial block. The wheelchair-accessible suite accepts appointments for personal tax preparation and long-range financial planning engagements across the 92120 service area.