Soroush A.
5/13/2025
We started working with Jessica several years ago and it was the best decision we've made! We work in the private sector and Jessica has a lot of experience with these kinds of compensation...
WMA Wealth Management Accounting
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(83)
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3665 Ruffin Rd
San Diego, CA 92123
Located in San Diego, CA, WMA Wealth Management Accounting offers a range of financial services including tax preparation, bookkeeping, financial planning, and estate planning. Their expertise extends to life insurance, assisting with small business start-ups, and providing guidance on corporate and rental tax preparation.
With a focus on accuracy and comprehensive record-keeping, WMA Enterprises, Inc. helps clients navigate investment decisions that impact their tax obligations, covering areas such as brokerage accounts, inheritance, and the sale of property or businesses. They specialize in preparing various tax returns, including personal, S-Corporation, C-Corporation, and more, ensuring compliance and peace of mind for their clients.
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Reviews
4.583 reviewsJ M.
3/26/2024
Best tax preparation company around. Extremely efficient and on point knowledge of tax laws! I've been blessed to have Kyle do my taxes for at least 20 years.
Shenel J.
7/18/2019
Top notch service! I have been going to Kodra/WMA for the past 15 years and they have always exceeded my expectations. They are knowledgeable, Professional, and passionate about what they do.
katrina b.
3/13/2018
Me and my husband have been getting our taxes done here since 2014. After a very bad experience with another accountant Kyle was a breath of fresh air. He is thorough, prompt, and gives great...
B G.
3/3/2022
Best experience with an accountant ever. Jessica was fantastic; efficient, accurate, quick, and affordable. Highly recommend.
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