Southern California's
High Net Worth
Preferred Tax Advisor

Advisory Services

Tax & Compliance

Accounting & Payroll

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.

Subscribe to our free newsletter

This field is for validation purposes and should be left unchanged.

Latest News

Working With The Right Tax Advisors

Deciding when to get a tax advisor is a personal choice that depends on various factors. Generally, it’s a goodContinue reading “Working With The Right Tax Advisors”

Are Tax Advisor Fees Tax-Deductible?

Tax advisor fees may be tax deductible depending on certain criteria. In general, if the fees are incurred for theContinue reading “Are Tax Advisor Fees Tax-Deductible?”

Finding The Right Tax Advisor in San Diego

Finding a good tax advisor requires careful consideration and research. Start by seeking recommendations from friends, family, or colleagues whoContinue reading “Finding The Right Tax Advisor in San Diego”

What Our Clients Say

Stephen Murphy
Stephen Murphy
July 29, 2017
Trusted, dependable cpa firm, highly recommended!
Bainan Wu
Bainan Wu
July 26, 2017
Excellent tax service. I would highly recommend to everyone. Greg and his staff are all very professional.
Chuck Bolotin
Chuck Bolotin
July 26, 2017
I highly recommend Greg Wilson for any accounting or business needs. I have used Greg's services for more than 20 years and found him to be very steady, knowledgeable and professional. In addition, to my complete and happy surprise, Greg found a deduction I was completely unaware of that saved me about $50,000 in taxes!