Legacy Wealth Transitions

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(4)

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2243 San Diego Ave
San Diego, CA 92110

Reviews

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4.04 reviews
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Chrissy M.
11/9/2011

I've learned that in business there are three key people that are worth their weight in gold: Tax Planner/CPA, Lawyer, and Bookkeeper Desiree is EXACTLY the tax planner I was looking for. She is...

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Rachel L.
6/14/2011

I would just like to add to my previous review, that I have just discovered that Desiree made another glaring error on mine and my husband's tax return again this year. Resulting in our overpaying...

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Jenny F.
9/2/2012

Desiree presented at my networking group and was extremely knowledgeable in tax, estate planning and some areas of law. She is the one stop shop for anyone needing help lowering their taxes,...

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Barbara C.
8/20/2010

Desiree Wilson is exceptionally knowledgeable in her field. She always strives to have cutting-edge knowledge to help her clients with tax concerns, to save and build wealth. I highly recommend her.

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