Certified as a California CPA since 1998, Stacy L. Otto operates a dual tax-preparation and real estate practice from Market Street in downtown San Diego's East Village, combining accounting expertise with Realtor licensure through Compass. The CPA-Realtor combination produces integrated 1031 exchange analysis where tax deferral strategy and property identification run through the same practitioner, a structure distinct from the split-advisory model used by standalone brokerages like Angel Garcia, Realtor who refer tax questions externally. Return preparation covers individuals, C corporations, S corporations, partnerships, and multi-member LLCs, with multi-state filing capability for clients with income sources across jurisdictions. Estate-planning tax work coordinates IRS Form 706 estate tax returns and generation-skipping transfer calculations with the trust-administration strategies that wealth managers like RKG Wealth Management structure for high-net-worth clients. Highest-complexity engagements involve concurrent 1031 exchange identification, cost-segregation depreciation acceleration, and installment-sale reporting under IRC Section 453 for investment property dispositions.