Goldstein & Goldstein

Accounting & TaxVerified

About

Goldstein & Goldstein has operated an accounting and tax practice in San Carlos, San Diego, since 1977, making the firm one of the longest-tenured independent Enrolled Agent practices in the 92119 ZIP code. Sarah D. Goldstein, EA, leads the two-person office at 8885 Highsmith Ln with IRS representation authority that covers audit defense, collections negotiation, and appeals proceedings at all administrative levels. Individual return preparation handles Schedule A itemized deductions, Schedule D capital-gains reporting, and Form 8949 cost-basis reconciliation for clients with brokerage and investment accounts — a filing profile shared with the capital-equipment depreciation schedules maintained by tree-service operations at CM Precision Tree and Landscape Maintenance Inc in Grantville. The Highsmith Lane office sits in a residential pocket of San Carlos between Lake Murray Boulevard and Navajo Road, a half-mile south of Cowles Mountain, where homeowner clients generate recurring demand for mortgage-interest deductions and property-tax documentation. Business tax services cover partnership Form 1065 returns, S-corporation Form 1120-S filings with shareholder K-1 schedules, and sole-proprietor Schedule C preparation for self-employed contractors and consultants. Estate and trust return preparation addresses fiduciary income allocation, beneficiary K-1 distributions, and generation-skipping transfer tax compliance for multigenerational wealth transfers. Payroll processing and bookkeeping services round out the practice for small-business clients who need monthly general-ledger maintenance alongside annual return filing, a full-cycle approach also utilized by production companies at Crystal Pyramid Productions in San Carlos. The practice has maintained continuous operation through 48 filing seasons from the same Highsmith Lane address.