CFP®-, CEP®-, and CRPC®-designated Nathan Medina Tax Services in Point Loma combines federal and state tax preparation with holistic financial planning from its Scott Street office in the Sunset Cliffs corridor. The practice bridges tax strategy and wealth management, occupying the same advisory space as After-Tax Wealth Management on the peninsula. An IRS Enrolled Agent authorization allows representation before the Internal Revenue Service on audits, collections, and appeals, while Series 7, 24, 63, and 65 registrations plus a California Department of Insurance license extend the practice into securities supervision and insurance-linked retirement vehicles. Estate distribution modeling draws on coordination with Allenby Law, PC in Point Loma for trust and probate structuring, synchronizing tax elections with beneficiary designations across revocable and irrevocable instruments. The practice's most technically demanding engagements involve multi-entity tax consolidation for business owners holding overlapping brokerage, insurance, and qualified retirement accounts.