Legacy Wealth Transitions

San Diego, United States

4.3

6 reviews

Contacts

QR code, vCard

Telephone:
+1 619-955-7422
Website:
www.powerofattorneysandiego.com
Address:
2243 San Diego Ave, San Diego, CA, 92110
b/t Bandini St & Hortensia St
Old Town
Nearby public transportation stops & stations:
0.6 miWashington Street
0.7 miOld Town Transit Center
1.1 miTerminal 1
Categories:
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Today

Today –
Local time (San Diego) 16:31 Sunday, 1 June 2025

Business hours

Monday 10:00 am – 3:00 pm
Tuesday 10:00 am – 3:00 pm
Wednesday 10:00 am – 3:00 pm
Thursday 10:00 am – 3:00 pm
Friday –
Saturday –
Sunday –

Description

Specialties

Tax preparation, tax planning, estate planning, wills, trusts, Powers of Attorney, back taxes, tax representation, audit defense, offers in compromise, outsourced CFO and group estate planning benefits. Our corporate headquarters are in San Diego, but we work with clients worldwide on their tax and estate planning needs for businesses and individuals. Since we work virtually, most clients never need to have in person meetings and we can take care of all their needs through tax help San Diego, Power of Attorney San Diego or Legacy Wealth Transitions.

History

Established in 2009.

Our Mission is to provide our clients with tax efficient solutions to grow, protect and transfer wealth without sacrificing their core values and beliefs.

Our philosophy is to enable each client to create a unique infinite legacy. Our use of the infinity symbol was not by accident. It displays the never-​ending boundless reach of a family, business or estate. The legacy you leave behind should last forever. It is our mission and goal to empower you with the tools and support to create, maximize and leave a legacy of your choosing.

Our executive consultants are educated professionals with a wide array of degrees and licenses from JD, PhD, MBA, Masters of Financial Planning and Tax, Enrolled Agents (EA) specializing in various areas of taxation and licensed to practice before the IRS in tax preparation and planning nationwide as well as the Certified Estate Planner® (CEP) expertise helping families and businesses.

Meet the Business Owner

Desiree W.

Business Owner

Désirée Wilson, MBA EA CEP is a tax specialist working to protect businesses and families, preserve their assets and reduce taxes through tax and advanced estate planning efforts. The goal is to create and leave a lasting legacy.

Legacy Wealth Transitions, Inc. was created with this goal and philosophy in mind and we continue to strive daily to help our clients succeed and keep more money.

Legacy Wealth Transitions also recommends

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6 reviews of Legacy Wealth Transitions

No registration required
Place rating: 5
San Diego, CA
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, setting up a living trust to protect their wealth or establishing a corporation to protect assets. I would highly recommend Desiree based on her experience and professionalism.
Place rating: 5
San Diego, CA
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 extremely knowledgable when it comes to tax law– TRANSLATION: Creative, yet legal, write-​offs for your business that you probably had no idea you could do (I know she pointed out a million things for me).
Desiree is approachable, organized and very thorough. I HIGHLY recommend her to all business owners who are looking for someone for their estate and tax planning.
Place rating: 1
CA, CA
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 of $ 500 in taxes.
I can honestly say it would have been significantly easier for me to have taught myself about filing complex tax returns and prepare my own tax return than it has been to go back and forth with the IRS, recheck Desiree’s work line by line, locate her glaring errors, and correct her mistakes.
To say she has no idea as to how properly perfom her job is an understatement. Save yourself the time, headaches, and money and DO NOT use this woman.
Place rating: 5
San Diego, CA
Highly recommended! Legacy offers the convenience of working with their clients on all aspects of their financial needs. Desiree’s has a wealth of experience in all areas of estate planning and tax preparation. The staff is very friendly and welcoming.
Place rating: 5
San Diego, CA
Desiree is honest, upfront and very knowledgeable in her field. She is thorough, accurate and keeps current with the tax laws. On top of all that, she is friendly and warm. I highly recommend her!
Place rating: 5
San Diego, CA
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.