Legacy Wealth Transitions

San Diego, Estados Unidos

4.3

6 avaliações

Contatos

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Telefone
+1 619-955-7422
Site:
www.powerofattorneysandiego.com
Endereço:
2243 San Diego Ave, San Diego, CA, 92110
entre a Bandini St & a Hortensia St
Old Town
Paradas e estações próximas de transporte público:
950 mWashington Street
1.1 kmOld Town Transit Center
1.8 kmTerminal 1
Categorias:
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Hoje

Hoje –
Horário local (San Diego) 14:41 domingo, 22 de junho de 2025

Horário de funcionamento

segunda-feira 10:00 – 15:00
terça-feira 10:00 – 15:00
quarta-feira 10:00 – 15:00
quinta-feira 10:00 – 15:00
sexta-feira –
sábado –
domingo –

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6 avaliações para Legacy Wealth Transitions

Não exige registro
Classificação do local: 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.
Classificação do local: 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.
Classificação do local: 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.
Classificação do local: 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.
Classificação do local: 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!
Classificação do local: 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.