Wilson & Associates, CPAs

At Wilson & Associates, CPAs, we are a dynamic and growing San Diego-based CPA firm committed to providing high-quality, personalized financial guidance to a wide range of clients, including both businesses and individuals. With over 40 years of experience, our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. We take pride in providing high-end tax, accounting, and consulting services to closely-held businesses, their owners, and middle-to-high-net-worth individuals.

Our Services

Our team of experienced professionals is dedicated to assisting clients with their financial needs and enhancing their profitability through creative strategies designed specifically for each individual. We offer a comprehensive range of services, including advisory services, tax and compliance, audit and accounting, and financial planning. Our advisory services are tailored to help clients make informed business decisions, while our tax and compliance services ensure that clients are in compliance with all tax laws and regulations. Our audit and accounting services provide clients with accurate financial statements and peace of mind, and our financial planning services help clients achieve their long-term goals.

Our Commitment to Quality

We are committed to maintaining the highest professional standards and continuing professional education requirements as set by federal and state agencies. As a condition of our membership in the American Institute of Certified Public Accountants (AICPA) and the California Society of CPAs, we participate in a rigorous quality control program, which includes peer reviews of both our accounting and auditing practice. This review ensures our compliance with the highest professional standards and our commitment to maintaining the highest continuing professional education standards.

Our Team

Our team is led by experienced professionals, including Gregory K. Wilson, CPA, and Dana Liu, CPA. Our team members have extensive experience in public accounting, taxation, auditing, and financial planning. We are dedicated to providing personalized attention and commitment to each client relationship, and we strive to build long-lasting relationships with our clients.