Certified public accountant Kenneth B. Healey operates a San Diego solo CPA practice in San Carlos at 7424 Jackson Dr, Suite 6A, less than a mile west of Lake Murray in the 92119 ZIP. The firm handles individual and small-business tax preparation under Healey's active IRS registration, covering federal returns, California Franchise Tax Board filings, and multi-state returns for clients with out-of-state income. Small-business clients receive year-round bookkeeping support that includes monthly bank-statement reconciliation, accounts-payable tracking, and quarterly estimated-tax calculations built from rolling profit-and-loss statements. Mortgage lenders along the Lake Murray Blvd commercial strip — including operations such as Swanson Lending — regularly request CPA-verified income documentation from self-employed borrowers, and Healey's office produces the compiled financial statements and tax-transcript analyses those underwriting files require. Estate and trust tax preparation is a secondary practice line, with the firm filing Form 1041 fiduciary returns, calculating distributable net income allocations, and coordinating beneficiary K-1 schedules. Tax-planning consultations run during the third and fourth quarters of each calendar year, focusing on estimated-payment adjustments, retirement-contribution timing for SEP-IRA and Solo 401(k) accounts, and depreciation-schedule elections under Section 179 and bonus-depreciation rules. The estate-planning work ties into the trust and probate filings coordinated with San Carlos practices such as Law Offices of Devon K. Roepcke, PC, where attorneys draft the trust instruments that generate the fiduciary-return obligations Healey's office then services. San Carlos residents near the Cowles Mountain trailhead and the Navajo Road commercial district have used the Jackson Drive office as a neighborhood CPA resource for individual 1040 filings, Schedule D capital-gains reporting, and rental-property depreciation tracking on the single-family homes that dominate the area's housing stock.