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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.

ACCOUNTING - TAX - ADVISORY - AUDITS

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