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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.

Greg K. Wilson - CPA

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.

What Our Clients Say

Stephen Murphy
Stephen Murphy
July 29, 2017
Trusted, dependable cpa firm, highly recommended!
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!
Bainan Wu
Bainan Wu
July 26, 2017
Excellent tax service. I would highly recommend to everyone. Greg and his staff are all very professional.
David Serna
David Serna
March 29, 2017
Very happy with this firm, if you are a San Diego local in need for a solid CPA you will be happy with these guys