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.
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
Dana has been in public accounting since 2010. Dana is a member of the California Society of CPAs.
Her experience includes:
- Audit, Compilation, and Review FHA/HUD Real Estate financial statements;
- Tax Preparation for Individual, Partnership, Corporation, Trust, and Non-Profit Organization.
Dana is a member of the California Society of CPAs.
Dana graduated from San Diego State University in 2010 with a Master of Science in Accountancy.
Dana is fluent in Mandarin Chinese.
Sandra Ramirez, Accounting Administrator
Her experience includes:
- Billing/accounting coordinator
- Administrative assistant
- Office coordinator
Sandra graduated from San Diego State University in 2004 with a Bachelor’s Degree in Art History.
Sandra is fluent in Farsi and Arabic.