A M Wasson & Associates

Accounting & TaxVerified

About

A M Wasson & Associates in Coronado delivers enrolled-agent-level tax preparation, planning, and bookkeeping from 1224 10th Street, two blocks east of Orange Avenue in the 92118 ZIP. The practice covers individual returns, small-business entity structuring, estate and trust filings, multistate compliance, and sales-tax reporting — a planning breadth that runs in tandem with the wealth-management track at Edward Jones Financial Advisor Hayley N Beard, CFP on Orange Avenue. An Enrolled Agent designation from the U.S. Treasury authorizes the firm to represent taxpayers directly before the IRS on audits, collections, and appeals across all 50 states without geographic restriction. Multistate compliance is a particular focus, with the practice addressing California Franchise Tax Board sourcing rules for remote employees and out-of-state filers who maintain Coronado Island residency. Probate administration and trust-tax filings round out the estate practice, coordinating property-basis and title-transfer calculations alongside the residential transaction work at Simone Real Estate Group when Coronado real estate changes hands. Core engagement types include Schedule C sole-proprietor optimization, S-corp and LLC conversions under California Revised Uniform LLC Act provisions, and IRS Form 706 estate-tax returns requiring portability elections.