Geri & Stephanie Tax Prep

Accounting & TaxOwner Verified

About

For enrolled-agent tax preparation in La Mesa's Fletcher Hills corridor, Geri & Stephanie Tax Prep has served individual and corporate filers from its Baltimore Drive office since 1997. Property-sale exclusion calculations under IRC Section 121 and depreciation-recapture analysis for investment properties connect the firm's tax work to residential closings coordinated by Bob Kelly Real Estate. The Enrolled Agent credential — issued by the U.S. Treasury Department — authorizes direct representation before the IRS for audits, collections, and appeals without attorney referral. Corporate filings cover S-Corp and C-Corp returns, including California Form 100S schedules, officer-compensation analysis, and reasonable-salary determinations under IRS scrutiny guidelines. Mortgage-interest deduction optimization and property-tax proration at closing integrate with the loan-origination documentation assembled by Matt Dennison - Home Funding Professionals for San Diego County buyers. Highest-complexity engagements involve multi-year amended returns with net-operating-loss carryback elections and California conformity adjustments across individual, trust, and partnership entities.