Operating since 1982, Max L Perlatti & Associates in Point Loma maintains its LLP-structured CPA practice on Sports Arena Boulevard near Pechanga Arena. The firm’s individual and business tax compliance—federal and California returns, estimated-payment calculations, and year-round planning—coordinates with the wealth-preservation strategies built at Edward Jones Financial Advisor Jenica M Bertalan, CFP. Bookkeeping, payroll processing, and financial-statement preparation serve small to mid-sized businesses across Point Loma San Diego’s 92110 corridor. Estate and trust return preparation addresses generation-transfer tax obligations that frequently require parallel legal documentation from Point Loma Estate Planning Law, APC. Multi-year tax-planning engagements for business owners managing both personal and corporate filings across overlapping California and federal deadlines represent the practice’s highest-complexity service tier.