Marjorie Wilson, CPA

Marjorie Wilson, CPA

Senior Tax Manager

760-729-2343 | mwilson@wndecpa.com

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. In her current role, Marjorie oversees engagements, reviews staff work, and maintains client relationships. In addition to her client work, Marjorie mentors staff and is involved with WNDE’s Community Outreach and Leadership Committees.

Marjorie’s background includes expertise in providing tax planning, consulting and compliance to small corporations and flow through entities, 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 is active with the local high school and volunteers as a member of the Finance Committee for the Carlsbad Educational Foundation. Her favorite charities include the local Boys and Girls Clubs and other youth organizations.

PROFESSIONAL EXPERIENCE

Technical and Service Expertise:

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

Industry Expertise:

  • Not for Profit Organizations
  • Professional Service Industries
  • Trusts and Estates
  • Real Estate and Construction Industries

Professional Affiliations:

  • AICPA

PROFESSIONAL EDUCATION

San Diego State University

  • Bachelor of Science, Finance