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.
Choosing the right financial partner is essential for protecting and growing your wealth. Here’s what sets us apart:
Our services are designed specifically for individuals and businesses with complex financial portfolios.
We tailor our strategies to your unique financial goals, ensuring proactive and hands-on support.
We don’t just manage your finances; we optimize them for long-term growth and security.
Your privacy and financial success are our top priorities, backed by an unwavering commitment to ethical financial practices.
We work with a diverse range of high-net-worth individuals and businesses across multiple industries, including:
Tax-efficient structuring and wealth-building strategies for real estate investors and developers.
Financial planning and compliance for law firms, medical practices, and consulting firms.
Scalable accounting solutions that support business growth and profitability.
Optimized tax planning, payroll compliance, and financial structuring for construction businesses.
Wilson & Associates CPA proudly serves high-net-worth individuals and businesses throughout Southern California, including:
📍 San Diego County – La Jolla, Del Mar, Rancho Santa Fe, Carlsbad, Encinitas, and more.
📍 Los Angeles County – Beverly Hills, Santa Monica, Pasadena, Downtown LA, and surrounding areas.
📍 Orange County – Newport Beach, Laguna Beach, Irvine, Costa Mesa, and beyond.
With deep regional expertise and a commitment to excellence, we provide strategic accounting and financial services designed to meet the unique needs of our clients in these high-value markets.
Your financial success starts with the right partner. Whether you need expert tax planning, compliance support, or strategic financial guidance, Wilson & Associates CPA is here to help. Contact us today to schedule a consultation and discover how we can optimize your wealth and business success.
