Individual, small-business, and fiduciary tax preparation define the practice at Turner Marilyn K CPA in La Mesa, located on Palm Avenue near the Allison Avenue intersection. Trust and estate returns—Form 1041 fiduciary filings with Schedule K-1 beneficiary allocations and California Form 541 reporting—require coordinated timelines with mortgage originators such as Tyler Crisci when trust-held properties enter refinance or sale transactions. The practice, operating since 1995, handles complex individual returns involving multi-state income sourcing, passive-activity loss limitations under IRC Section 469, and California Schedule CA adjustments for state-federal conformity differences. Small-business engagements cover S-corp reasonable-compensation analyses, quarterly Form 941 payroll-tax filings, and year-end 1099-NEC contractor reporting, with entity-structuring guidance coordinated alongside business-law counsel at firms like the Law Offices of Richard G. Freed, Esq.. Bookkeeping services maintain accrual- and cash-basis ledgers with monthly bank reconciliation and California sales-tax-permit compliance for retail and food-service operators.