As an IRS Enrolled Agent with a BBB A+ accreditation since 2010, Tax Gal serves individual and small-business clients in La Mesa from Suite 208 on El Cajon Boulevard. The EA credential grants unlimited IRS representation rights—audit defense, collection-case negotiation, and appeals—a scope of practice that complements long-range wealth-preservation referrals to firms such as San Diego Tax & Wealth Management. Tax-planning services model estimated-payment schedules, Roth-conversion impacts, and California nonresident-withholding scenarios for clients with multi-state income. Estate and trust return preparation covers Form 1041 fiduciary filings, Schedule K-1 beneficiary allocations, and California Form 541 state equivalents—complex returns that often require mortgage-document coordination with lenders like Jared Kelley - Home and Investment Planning Expert during trust-held property refinances. The practice prepares foreign-income disclosures including FBAR (FinCEN 114) and Form 8938 FATCA filings for taxpayers exceeding the $50,000 specified-foreign-financial-asset threshold.