Legacy Wealth Transitions provides IRS tax audit representation and tax planning for businesses and estates through Tax Help San Diego. Estate Planning services include will and trust preparation and all power of attorney needs durable and general. We have an efficient business and estate planning system in San Diego. Our comprehensive strategies cover tax planning and preparation, tax help San Diego, advanced estate plans and business consulting for optimal wealth building results.

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 in working with individuals, families and businesses with the formation of tax based estate plans, tax help san diego and wealth transitioning strategies creating tax savings and financial results and lasting legacies.