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.

Testimonials

    Mike G.Tye S.Ryan W.Leigh T.
  • Wilson & Associates is where i go to for all personal and business needs. Thank You!!
    Mike G.
  • 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!
  • I've been using Greg for years to do my audits for a  HUD apartment complex I own in Arizona.  They've always done a great job.  I would highly recommend Wilson and Associates.
    Tye S.
  • Greg Wilson has been doing my taxes for my small business for years. He is thorough and helps me navigate the difficulties of calculating my taxes. I would recommend him to anyone in need of a CPA.
  • I have been with Greg Wilson and Associates for over 10 years. When I first used their services I was in great need for guidance and structure with my financial path, in which they clearly provided. They have always been available to answer my questions so that I can make informed decisions. Thank you Greg, Ken and Nancy.
    Leigh T.

ACCOUNTING - TAX - ADVISORY - AUDITS