Chris' Bookkeeping & Tax Services

Accounting & TaxVerified

About

Chris' Bookkeeping & Tax Services has operated in San Carlos, San Diego, since 1986, making the practice one of the longest-running independent bookkeeping firms in the 92119 ZIP code. Founded by Christine Fleming, who serves as president and IRS-registered tax preparer, the corporation at 7975 Lake Andrita Ave holds a BBB A+ accreditation and prepares individual 1040 returns, Schedule C self-employment filings, and estate and trust returns under Subchapter J. Business bookkeeping services include monthly bank reconciliation, accounts-payable management, and payroll processing with quarterly 941 and annual 940 FUTA filings — the same employer-compliance documentation that insurance agents coordinate when binding workers'-compensation policies through carriers including Alex Peterson-Cross - State Farm Insurance Agent in San Carlos. Lake Andrita Avenue runs through the San Carlos residential grid a half-mile south of Lake Murray, where homeowner clients generate demand for itemized-deduction preparation covering mortgage interest, property-tax payments, and California state income tax credits. Estate and trust return preparation addresses irrevocable and revocable trust structures, beneficiary K-1 distributions, and generation-skipping transfer tax calculations, a practice area that intersects with the estate-planning workflows handled by attorneys at San Diego Elder Law Center on the east side of the corridor. Tax planning consultations run year-round, projecting current-year liability against estimated payment schedules to minimize underpayment penalties for self-employed clients near Cowles Mountain. The two-person office runs a full-year appointment calendar for quarterly review and year-end filing preparation across the San Carlos and Del Cerro residential areas.