JC Oberg

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About

JC Oberg, a CPA practice in Santee at 8047 Mission Gorge Road Suite H, delivers tax preparation and accounting services to individuals and small businesses across the 92071 ZIP code and surrounding East County communities. The firm coordinates year-round with wealth-management advisors at nearby Town Center offices, including Edward Jones on Town Center Parkway, to align tax-return strategies with clients' investment positions and retirement-account contribution limits. Engagements span Schedule C sole-proprietor filings, multi-member LLC returns, and S-corporation tax elections under IRC Section 1362, with quarterly estimated-payment calculations built into each planning cycle. Small-business clients requiring commercial general-liability or workers'-compensation policy reviews during tax season are connected to independent agents on Woodside Avenue, including Farmers Insurance - Matthew Welty. Amended-return preparation covers three open tax years under the standard IRS statute of limitations, with Form 1040-X filings cross-referenced against California Form 540 adjustments for state-conformity items.