Trilogy Tax & Accounting operates out of Suite 10 at 4950 Waring Road in Allied Gardens, San Diego, under a CPA-founded practice that traces its roots to the original Charles W. Kellett CPA office at the same address. The California Secretary of State shows the current corporation filed in August 2022 with owner Robert Carpenter as CEO, and the firm's CPA heritage means it handles audits, reviews, and compilations of financial statements — work that general tax preparers cannot perform — alongside standard individual and business tax preparation. Estate and trust tax filings run through the same office, and the practice coordinates with estate-planning attorneys at the Law Offices of Payman Zargari in Grantville when trust instruments require integrated legal and tax counsel. IRS representation during audits and examinations draws on the firm's background in compliance and documentation standards, and payroll processing covers federal and California state withholding calculations, quarterly 941 filings, and year-end W-2 and 1099 distribution. Accounting software selection and implementation — including QuickBooks, Xero, and cloud-based SaaS platforms — falls under the technology-consulting arm, and the 92120 office runs bookkeeping and write-up services for small businesses that need monthly financial statement preparation. The Waring Road suite sits within the Allied Gardens small-business district near the Interstate 8 interchange. Business entity selection consulting walks new ventures through the tax implications of LLCs, S-corps, partnerships, and sole proprietorships before state filing. Merger-and-acquisition advisory and business valuation reports round out the management consulting side, and the firm produces financial analysis modeling that mortgage originators and lenders including Zero Point Loans in Grantville reference when underwriting commercial borrowers. The notary public service on-site handles document authentication for real estate closings, power-of-attorney filings, and corporate resolutions without requiring a separate appointment.