Mid & High Net Worth Individual Tax Services

High Net Worth

Wilson & Associates, CPAs

Wilson & Associates is a dynamic and growing CPA firm. We have more than 35 years of experience with Mid & High Net Worth Tax Preparation. We pride ourselves in our exceptional service and client relationship.

Our firm understands the extensive needs that affect high-net-worth individuals and families; this is why we offer an array of services to clients who have complex financial circumstances like investments, large estates / businesses, family wealth, etc.

Our services include, but are not limited to:

  • Estate Planning
  • Asset Preservation
  • Charity/Philanthropy Planning and Administration
  • Gift Planning
  • Tax Services

We take care of your high net worth tax services so you can stay focused on your success and goals. Whether you want to enhance your business or transition out of it, we are here to help you.