About us

Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm. For more than 40 years, our firm has been providing quality, personalized financial guidance to a wide range of clients, including both businesses and individuals. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

We provide high-end tax, accounting, and consulting services to closely-held businesses, their owners, and middle-to-high-net-worth individuals. We assist our clients with their financial needs and enhance their profitability through creative strategies designed specifically for each of them. What makes us unique is the personal attention, commitment, and energy we bring to each client relationship.

We place an emphasis on quality of service. As a condition of our membership in the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs, we participate in a rigorous quality control program, which includes peer reviews of both our accounting and auditing practice. This review ensures our compliance with the highest professional standards and our commitment to maintaining the highest continuing professional education standards as required by federal and state agencies.

Our Team of Experts

Gregory K. Wilson

CPA

Greg has been in public accounting since 1980 and founded Wilson & Associates, CPAs in 1983. His experience includes Preparation of Complex Tax Returns including Partnership, Corporation, Estate, and Fiduciary; Certified Audits of 401(k), Mortgage Broker/FHA, HUD Real Estate Projects, and various Non-Profit groups; and Management advisory services.

Greg leverages tax strategies to promote business and personal tax planning to help his clients achieve their goals.

  • Auditing FHA/HUD real estate projects for over 35 years
  • Specialized in insured and subsidized multifamily housing
  • Auditing FHA-Approved Lenders for over 20 years

Greg graduated from Cal-State University Northridge in 1978 with a degree in Accounting and is a member of the American Institute of Certified Public Accountants, the Government Audit Quality Center, and the California Society of CPAs.

Dana Liu

CPA & Audit Manager

Dana Liu is an Audit Manager with over 15 years of public accounting experience, delivering high-quality audit and accounting services to a diverse client base. Since joining Wilson & Associates, CPAs in 2013, Dana has built deep expertise in audits of HUD multifamily housing projects, FHA lenders, employee benefit plans (401(k)), and nonprofit organizations.

Dana leads audit engagements from planning through completion, working closely with clients to ensure accuracy, efficiency, and compliance with complex regulatory and reporting requirements. She is known for her practical approach, strong attention to detail, and commitment to helping clients navigate audits with confidence.

Dana graduated from San Diego State University in 2010 with a Master of Science in Accountancy and is a member of the California Society of Certified Public Accountants. She is fluent in Mandarin Chinese.

Outside of work, Dana enjoys hiking with her husband and daughter.

Sandra Ramirez

Accounting Administrator

Sandra has been with Wilson & Associates since 2020, bringing over 12 years of accounting experience. She is a detail-oriented professional specializing in accounts receivable, accounts payable, payroll, bookkeeping, billing, and general accounting operations.

With a strong foundation in office administration, Sandra ensures accurate financial records and smooth day-to-day operations. Highly organized and reliable, she thrives in fast-paced environments while managing multiple priorities with precision.

Sandra earned her bachelor’s degree from San Diego State University in 2004.

Fluent in Arabic, Farsi, some Spanish, and French

Renee Chen

Staff Accountant

Her experience includes:

  • Audit, Compilation, and Review FHA/HUD Real Estate financial statements/reports
  • Tax Preparation for Individual, Partnership, Corporation, Trust, and Non-Profit Organization
  • Bookkeeping
  • Administrative assistant

Renee graduated from San Diego State University in 2021 with a Master of Business Administration.

Renee is fluent in Mandarin Chinese and Japanese.

Dustin Dunbar

IT Manager

Dustin brings over 20 years of experience supporting professional services firms with secure, reliable, and compliant technology solutions. At Wilson & Associates, he focuses on strengthening IT infrastructure, safeguarding sensitive tax and financial data, and ensuring systems support efficient client service.

His expertise includes:

  • Cybersecurity and data protection for tax and financial environments
  • Regulatory and compliance support, including PCI and SOC controls
  • Microsoft 365 administration and secure cloud solutions
  • IT operations, system reliability, and business continuity

Dustin holds a Bachelor of Science in Information Technology and maintains multiple industry certifications. He works closely with firm leadership to align technology with compliance requirements and the firm’s operational goals.

Angela Sales

CPA

Angela has been with Wilson & Associates, CPAs since 2020, where she specializes in auditing HUD multifamily housing projects, FHA lenders, and employee benefit plans.

Angela is a CPA with 20+ years in accounting, financial reporting, audit, and compliance. She has held leadership roles including Director of Financial Reporting, Controller and SOX Compliance Manager. Highly motivated, detail-oriented, and known for a hands-on management style, strong communication, and deep technical expertise across a variety of industries.

Minjung Gil

CPA Candidate

Minjung joined Wilson & Associates, CPAs in 2024 and is a CPA candidate.

Her experience includes:

  • Conduct compilations, reviews, and audits of HUD multifamily housing projects and FHA lenders
  • Prepare tax returns and projections for individuals, partnerships, corporations, trusts, and estates
  • Provide other accounting services, including bookkeeping for non-attest clients

Minjung graduated from Point Loma Nazarene University in 2020 with a Master of Business Administration and followed with a Master of Accountancy from National University in 2021. 

Minjung is fluent in Korean.

Iris Feng

CPA

Iris joined Wilson & Associates, CPAs in 2024 and is a member of the California Society of CPAs.

Her experience includes:

  • Tax preparation for Individual, Partnership, Corporation, Trust, and Non-Profit Organization.
  • Audit, Compilation, and Review FHA/HUD Real Estate financial statements/reports.

Iris graduated from San Diego State University in 2022 with a bachelor’s degree of Science in Accountancy.

Iris is fluent in Mandarin Chinese.

What Our Clients Say

Why Choose Wilson & Associates CPA?

Choosing the right financial partner is essential for protecting and growing your wealth. Here’s what sets us apart:

Expertise in High-Net-Worth Accounting

Our services are designed specifically for individuals and businesses with complex financial portfolios.

Personalized, White-Glove Service

We tailor our strategies to your unique financial goals, ensuring proactive and hands-on support.

Proactive Tax & Financial Strategies

We don’t just manage your finances; we optimize them for long-term growth and security.

Confidentiality & Integrity

Your privacy and financial success are our top priorities, backed by an unwavering commitment to ethical financial practices.

Industries We Serve

We work with a diverse range of high-net-worth individuals and businesses across multiple industries, including:

Real Estate & Property Management

Tax-efficient structuring and wealth-building strategies for real estate investors and developers.

Professional Services

Financial planning and compliance for law firms, medical practices, and consulting firms.

Retail & E-Commerce

Scalable accounting solutions that support business growth and profitability.

Construction & Engineering

Optimized tax planning, payroll compliance, and financial structuring for construction businesses.

Get Started with Wilson & Associates CPA Today

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.