For over 40 years, Wilson & Associates has provided proactive tax consulting and strategic planning for clients earning $150k and above. We’re not just tax preparers — we’re your trusted financial advisors.
Tax Advisory
Tax Advisory Excellence
Strategic Tax Advisory for High-Net-Worth Individuals
For over 40 years, Wilson & Associates has provided proactive tax consulting and strategic planning for clients earning $150k and above. We’re not just tax preparers — we’re your trusted financial advisors.
Proactive Tax Planning
We analyze your financial situation year-round, not just at tax time. Our forward-thinking approach identifies opportunities to minimize your tax liability before they pass.
Investment Tax Strategy
Optimize your investment portfolio with tax-efficient strategies. From capital gains timing to tax-loss harvesting, we help you keep more of what you earn.
Business Entity Consulting
Choose the right business structure for maximum tax efficiency. We guide you through LLCs, S-Corps, partnerships, and more to find your optimal setup.
Retirement Tax Planning
Strategic retirement account management to maximize your tax advantages. We help structure withdrawals and contributions for optimal tax positioning.
Tax Audit Representation
If the IRS comes calling, we stand with you. Our experienced team provides full representation and handles all communication on your behalf.
Estate & Gift Tax Planning
Preserve your wealth for future generations. We develop comprehensive strategies to minimize estate taxes and maximize what you pass on.
Our Approach
We're Tax Advisors, Not Just Preparers
At Wilson & Associates, we believe tax preparation is just the beginning. True value comes from proactive planning and strategic guidance that helps you minimize taxes and maximize wealth throughout the year.
Our clients earn $150,000 or more annually and expect a higher level of service. We deliver personalized attention, deep expertise, and the kind of white-glove treatment that larger firms simply cannot provide.
- In-depth analysis of your complete financial picture
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Proactive year-round tax planning, not just annual preparation
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Direct access to your dedicated CPA advisor
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Strategies tailored to high-net-worth individuals
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Coordination with your attorneys and financial advisors
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Confidential, personalized white-glove service
“Our mission is to provide proactive tax consulting and expert financial guidance that helps our clients build and preserve wealth for generations.”
Greg Wilson, CPA
Founder & Managing Partner
How We Work
Your Path to Tax-Optimized Wealth
Our proven process ensures you receive comprehensive, proactive tax guidance tailored to your unique financial situation.
Initial Consultation
We begin with a comprehensive review of your financial situation, tax history, and future goals. This allows us to understand your unique needs.
Strategic Analysis
Our team conducts an in-depth analysis of your finances, identifying opportunities for tax savings and areas where proactive planning can benefit you.
Custom Strategy Development
We develop a personalized tax advisory plan tailored to your specific situation, whether you’re a business owner, executive, or high-net-worth individual.
Ongoing Partnership
Tax planning doesn’t end with filing. We provide year-round guidance, monitoring changes in tax law and your life circumstances to keep your strategy optimized.
Client Testimonials
Trusted by Discerning Clients
Our clients choose us for our expertise, personalized service, and commitment to their long-term financial success.
“Wilson & Associates has been instrumental in helping us navigate complex tax situations. Their proactive approach saved us significantly more than their fees.”
Michael R.
Business Owner, La Jolla
“After years with a big firm where I was just a number, the personalized attention from Wilson & Associates has been refreshing. They truly understand my financial picture.”
Sarah T.
Executive, Orange County
“Greg and his team don’t just prepare taxes — they help us plan for the future. Their estate planning guidance has given us peace of mind for our family’s financial security.”
David & Linda M.
Retired Professionals, San Diego
Ready to Optimize Your Tax Strategy?
Schedule a complimentary consultation with our team to discuss your financial situation and discover how our proactive advisory services can benefit you.
Serving high-net-worth individuals and businesses in San Diego, Los Angeles, and Orange County.
