Wilson & Associates, CPA

Accounting & Tax

About

Founded in 1983, Wilson & Associates, CPA operates from 3525 Fourth Ave in Hillcrest as a niche audit and tax practice for HUD multifamily housing projects, FHA lenders, and employee-benefit plans. HUD Audit Guide engagements cover REAC electronic submission, mortgagor financial statements, and the annual compliance audits required for Section 8 and LIHTC properties, coordinating with real-estate counsel through Kraus Law Corporation when ownership restructuring or partnership dissolution runs parallel to the audit. Tax work targets closely-held businesses, high-net-worth individuals with seven-figure portfolios, and trust-and-estate fiduciary returns. AICPA and CalCPA peer review keeps the attest practice in compliance with Yellow Book and Government Auditing Standards for HUD-required engagements. Charitable-remainder trusts and concentrated-stock strategies often run through parallel wealth-planning at Zermatt Wealth Partners LLC so tax projections and portfolio decisions track together for HNW households. The heaviest engagements combine a HUD REAC audit with a concurrent 401(k) plan audit for a single ownership group, synchronizing two distinct regulatory deadlines across the same calendar quarter.

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