Southern California's
High Net Worth
Preferred Tax Advisor

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Tax & Compliance

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Be Proactive and Save on your Next Tax Bill

If you make over $150k a year and all your CPA is doing is crunching numbers and filling out a tax return, you are leaving a lot of money on the table.

You don’t need a tax preparer, you need a tax advisor, and that is exactly what we do. Our firm has over 40 years of experience helping our clients save on their tax bills.

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IRS Warning About Charity Scams Following Recent Hurricanes & Disasters

In the wake of recent hurricanes, the IRS is warning taxpayers to be on the lookout for charity scams thatContinue reading "IRS Warning About Charity Scams Following Recent Hurricanes & Disasters"

Secure Your Financial Future with Wilson & Associates CPA’s Expert Tax Advisory

In the fast-paced world of Southern California, where opportunities for wealth creation abound, ensuring your financial future requires more thanContinue reading “Secure Your Financial Future with Wilson & Associates CPA’s Expert Tax Advisory”

Personalized Tax Strategies for High-Net-Worth Individuals in Southern California

High-net-worth individuals (HNWIs) in Southern California face unique financial challenges and opportunities that demand sophisticated and personalized tax strategies. WithContinue reading “Personalized Tax Strategies for High-Net-Worth Individuals in Southern California”

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