Wilson & Associates, CPAs
Wilson & Associates is a dynamic and growing CPA firm. We have more than 35 years of experience helping Mid & High Net Worth Individuals with their related tax problems. 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