Thayer Lisa CPA maintains a La Mesa Village practice on La Mesa Boulevard, bringing CPA-level accounting and tax-preparation services to individuals and businesses along the corridor between Spring Street and Date Avenue. Property-transaction tax work covers Schedule D capital-gains calculations, IRC Section 121 primary-residence exclusion analysis, and 1031 exchange compliance—engagements that align with listing-side coordination from agents such as Amber McGuire, Real Estate Agent. Business returns span Form 1120-S for S-corps, Form 1065 for partnerships, and California Form 100S with Schedule R apportionment for entities with multi-state revenue. Individual tax planning addresses California-specific itemized deductions, AMT crossover calculations, and net-investment-income surtax thresholds under IRC Section 1411, with banking relationships at institutions like Cabrillo Credit Union streamlining estimated-tax transfers and direct-deposit refund processing. The firm prepares fiduciary returns on Form 1041 for irrevocable and testamentary trusts, including distributable-net-income calculations and California Form 541 beneficiary allocations.