Fortunate Fields

Accounting & Tax

About

An IRS-licensed Enrolled Agent practice founded in January 2006, Fortunate Fields handles federal and multi-state returns for individuals, small businesses, and nonprofits from 3525 Fourth Avenue in Hillcrest's 92103 office corridor. The practice carries a documented specialty in same-gender couples — legally married and registered domestic partners — where federal and California filing statuses still diverge on community-property allocations, a niche that sometimes overlaps with the estate planning handled at CPA & Law Offices. Nonprofit work includes Forms 990, 990-EZ, 990-N, and 990-PF plus accompanying state filings, drawing on the founder's prior background running two San Diego literacy organizations before earning the EA credential. Entity work covers S-corp, C-corp, and LLC/partnership returns, and clients who need day-to-day books separated from annual prep are routed to the monthly-books operation at Supporting Strategies | Downtown San Diego. The heaviest lift on the bench is multi-state Form 990 preparation for federated nonprofits with chapter filings across ten or more states and unrelated business income tax exposure on investment portfolios.

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