Ms. Desiree M. Wilson

Desiree Wilson
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Ms. Desiree M. Wilson's Biography

Type Of Business:
Financial Services Company
Legal Estate Planning
Wills and Trusts
Powers of Attorney
Tax Planning
Tax Preparation
Audit Representation
Tax Help Problem Resolution
Marketing Area:
National
International Taxation
Expertise:
Desiree Wilson is a tax specialist. She works with families and businesses to help protect and preserve assets while reducing taxes. She offers services ranging from general business consulting to outsourced CFO, CEO, COO and Legal department.
Major Product/SVS:
Tax, Estate and Financial Planning Consultation
Favorite Business Publication:
The Wall Street Journal; Forbes; Money; BusinessWeek
Hobbies/Sports:
Yoga, Pilates, Tennis, Swimming, Arts and Crafts, Traveling, Reading, Listening to Music, Wine Tasting, Spending Time with her Friends and Family
Education Degrees:
Coursework, College of Law, University of La Verne; Master of Business Administration in Financial Planning, California Lutheran University (2007); Bachelor of Arts in International Relations, Agnes Scott College (2001)
Affiliations Awards:
San Diego County Bar Association; San Diego Chamber of Commerce; California Board of Accountancy; California Society of Enrolled Agents; President, Metro Chapter, Team Women; Justice For All Legal Center; University Club; National Association of Enrolled Agents; Earl B. Gilliam Bar Association; Brian Carruthers & Associates; Asian American Business Women Association; Marketing Communication Consultants Association
Place of Birth:
Los Angeles
Throughout the duration of your career, what was the one highlight that stood out the most?:
The most gratifying aspect of her career is being able to help people live life to the fullest.
Charity:
San Diego Food Bank; Advisory Board, The Center for Wealth & Legacy; March for Babies; Planned Parenthood Federation of America Inc.
Number Of Years In Profession:
17
Number Of Years In Current Position:
11
What Does He/She Attribute Success To:
She attributes her success to her never-give-up attitude.
Why did you become involved in your profession or industry?:
She became involved in her profession because of her desire to help people find tax-based solutions to achieve their financial, retirement, business and investment goals.
Position Responsibilities and Duties:
Consulting with Clients on Tax and Financial Goals, Creating Tax Efficient Plans to Help Achieve those Goals with the Most Lucrative Financial Results through Long Term Planning and Tactical Positioning, Preparing Taxes for Corporations, Trusts and Estates. Estate planning: wills, trusts, powers of attorney, incorporation and other asset protection and tax reduction strategies.
Education Certifications:
Enrolled Agent; Certified Estate Planner
MBA in Financial Planning
Tax Specialist
C13 Contractor Fencing/Iron Works/Metal Supplier
Awards/Honors:
Cambridge Who's Who
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