Full-service tax consulting near Grossmont in La Mesa is the focus of Legacy Tax Consulting, Inc., a Grossmont Summit Drive firm founded in 1999 and structured around CFO-level advisory for small businesses. New entity formation services handle California LLC, S-Corp, and C-Corp elections with articles of incorporation, EIN applications, and initial franchise tax board registrations, operational launches that often require the IT infrastructure buildouts provided by TechiT Services. Outsourced accounting and bookkeeping cover monthly financial statement preparation, quarterly management reporting, and annual audit-readiness packaging for businesses that lack an internal controller. Tax preparation spans individual 1040 returns, sole proprietorship Schedule C filings, partnership Form 1065 returns, and S-corporation Form 1120-S returns with California apportionment schedules. Real estate consulting services produce 1031 exchange compliance documentation, cost segregation feasibility assessments, and depreciation recapture projections, analyses whose print deliverables are formatted through commercial partners like Copy-It - San Diego Printing Services. Highest-complexity CFO advisory engagements involve multi-year cash flow forecasting, debt-to-equity restructuring analysis, and pro forma financial modeling for SBA 7(a) loan applications requiring three-year revenue projections.