Desiree Wilson founded Legacy Wealth Transitions as a cross-disciplinary practice that pairs tax preparation with estate planning, financial consulting, and business-efficiency review out of 3911 Cleveland Avenue. The estate-planning side handles revocable trust funding, beneficiary-designation audits, and step-up-basis calculations at death, which frequently intersects with the visa and entity work at California Business Immigration when heirs or founders hold cross-border residency status. Tax preparation covers individuals, businesses, and fiduciary returns, with an emphasis on clients who carry rental property, business interests, and brokerage accounts on the same household return. Business-efficiency consulting is a distinctive line for a tax firm — Wilson audits bookkeeping workflows, expense categorization, and payroll cadence to identify leaks before they compound into multi-year tax exposure. For wealth-transition clients who need a separate investment fiduciary, the firm pairs its tax projections with the portfolio drawdown work handled at Mission Hills Financial Advisory LLC so distribution strategies stay aligned with projected tax brackets. The deepest engagements build a multi-year glide path from a client's peak-earning years through Social Security claiming, Roth conversion windows, and trust-distribution events — coordinating tax, estate, and investment decisions under one roof.