Trilogy Tax and Accounting provides year-round tax preparation and small-business accounting from Suite 10 at 4950 Waring Road in Allied Gardens, San Diego, sharing the 92120 business corridor that runs between Orcutt Avenue and Zion Avenue along the north side of the Interstate 8 interchange. The practice evolved from the longstanding Charles W. Kellett CPA office at the same suite, and the current operation under owner Robert Carpenter maintains the original client-retention focus on personal and corporate returns. Individual 1040 preparation covers wage earners, retirees, self-employed filers, and investment-income households, while business returns span Schedule C sole proprietors through multi-member LLC and S-corp 1120S filings. Bookkeeping and write-up services provide monthly financial statements for small businesses along the Waring Road district, and auto repair operations such as John's Automotive Care rely on that kind of ongoing parts-inventory and labor-cost tracking in their general ledger. Payroll processing handles quarterly 941 deposits, California DE 9 filings, and year-end W-2 distribution for businesses with hourly and salaried staff. The practice offers retirement-planning tax analysis covering traditional and Roth IRA contribution strategies, SEP-IRA limits for self-employed clients, and required minimum distribution calculations for account holders over 73. Business owners evaluating entity restructuring — converting a sole proprietorship to an LLC or electing S-corp status — use the firm's entity-selection consulting to model the tax differential before filing with the California Secretary of State. Sales-tax compliance services cover California CDTFA quarterly returns for retail and contractor clients, and home-improvement businesses in Allied Gardens including Genius Garage Door use the same firm for use-tax calculations on installed materials. The office runs a secure client portal for encrypted document upload and return delivery, and tax-appointment checklists route through the same system to streamline intake for new and returning filers.