Marjorie Wilson, CPA

Senior Tax Manager

Email Marjorie Wilson

Marjorie joined White Nelson Diehl Evans Carlsbad office in 2006.  She worked in mortgage banking for 10 years before making the transition to public accounting.  She is a member of the Leadership Committee at the Firm.

Marjorie’s expertise is in providing tax planning, consulting and compliance to small businesses, individuals and non-profit organizations.  She also has extensive experience in foreign activities reporting for U.S. taxpayers and multi-state tax reporting.

Marjorie lives in Carlsbad with her family.  When she is not working, she enjoys golf, running and going to the beach.  She has been active on her local PTA board and her favorite charities include the Boys and Girls Clubs and other youth organizations.

Expertise:

  • Tax planning and consulting
  • Compliance for non-profit organizations
  • Foreign activities reporting for U.S. taxpayers
  • Multi-State tax reporting

Education:

  • San Diego State University, Bachelor of Science, Finance 1988
  • CPA Designation:  2002

Professional Affiliations:

  • CSCPA
  • AICPA