RSIS APC

Accounting & TaxOwner Verified

About

Tax planning for real-estate investors, medical practices, and technology companies in La Mesa's Grossmont area runs through RSIS APC — formally Reid, Sahm, Isaacs & Schmelzlen — at 7777 Alvarado Road, where dual CPA and California State Bar licensure (Bar #279935) distinguishes the two-office practice. Real-estate transaction closings, 1031 like-kind exchanges, and partnership K-1 allocations generate document packages requiring notarization, a compliance step handled by firms like Mark Ignacio Law, APC in the same La Mesa business-services corridor. AICPA Taxation Section membership and an MS in Accountancy-Taxation from San Diego State University inform the firm's specialty verticals: medical-practice consulting, restaurant-industry compliance, and technology-company equity-compensation reporting under IRC Section 409A. Individual services include trust and estate fiduciary returns on Form 1041, gift-tax filings on Form 709, and foreign-asset disclosure through FBAR and Form 8938 FATCA reporting for clients with overseas holdings. Investor clients holding multi-property portfolios receive entity-structuring advice that accounts for California franchise-tax implications and cost-segregation benefits, a landlord-optimization stack complementing the tenant-management operations at BlankPage Property Management. Highest-complexity engagements include IRC Section 754 step-up-in-basis elections for partnership interests and consolidated Form 1120 returns reconciling intercompany transfer-pricing under IRC Section 482.