Wilson & Associates, CPAs is a dynamic and growing San Diego-based CPA firm. For more than 35 years, our firm has been providing quality, personalized financial guidance to a wide range of clients, including both business 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 of 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.
Greg has been auditing FHA/HUD real estate projects for over 35 years. He specializes in insured and subsidized multifamily housing. Additionally, Greg has been 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.
Kenneth E. McLeish, EA
Ken has been in public accounting since 1983. His background before entering the public accounting field has been extensive experience as a controller for a major restaurant franchiser chain and controller for midsize real estate developer of shopping centers and high end single family residents. Ken has diversified experience in individual and business tax laws. His services provide an integral role in the development of the firms goal to provide the best possible service to the clients. Ken graduated from National University in 1983 with a degree in Accounting and is an Enrolled Agent.
Dana Liu, CPA
Dana has been in public accounting since 2010. Dana is a member of 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 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.