For year-round tax planning serving high-net-worth individuals and small businesses in downtown San Diego, Legacy Park Advisors operates from Suite 1220 at 750 B Street. Trust and estate beneficiaries receive capital-gains analysis on real-property dispositions, producing tax-basis schedules that feed into transaction documentation at commercial brokerages including Burland Commercial Real Estate. The practice launched in 2021 with staff credentials that include audit-division experience at PricewaterhouseCoopers and Deloitte, alongside CPA licensure earned through San Diego State University and University of Virginia accounting programs. Engagement scopes cover individual, trust, estate, gift-tax, and S-corporation returns for households managing multi-account investment portfolios across taxable and tax-deferred vehicles. Quarterly estimated-tax computations for fiduciary distributions and shareholder allocations generate print-ready K-1 schedules assembled through RushMyPrints for beneficiary distribution packages. Highest-tier engagements involve Subchapter J distributable net income calculations, generation-skipping trust allocations, and Section 645 election coordination between estate and revocable trust returns in the year of grantor death.