Desmond Consulting Group

Specialties

We Always Keep A Sharp Eye On Taxes!

We leverage our knowledge and extensive experience in tax planning and preparation to the benefit of our clients. We address new challenges clients face as they prepare to transition into retirement such as changing tax brackets, retirement plan rollovers, selling real estate and IRA distributions.



We help our clients with stock-​option planning, tax consequences associated with selling or deciding to hold stock, income and estate tax counseling, and strategies to improve their tax position. We stay educated on the complex tax rules, regulations and emerging laws so we are able to offer effective solutions, resulting in significant savings for our clients. Since we understand that taxes are often the largest expense that investors incur, we are uniquely aware of the tax implications of every action so we always keep a sharp eye on taxes!

Meet the Business Owner

Gregory M.

Business Owner

Gregory M. Desmond, CPA/​PFS, CFP® is the founder and President of Desmond Wealth Management, a firm in Walnut Creek, California. He is a successful CPA with over 20 years experience and has earned the CPA specialty designation of Personal Financial Specialist (PFS); a designation held by less than 4,000 CPA’s nationwide. He specializes in retirement plaincome, IRA and Pension distributions, income taxes, investment portfolio design and maintenance.

Greg received his degree in Economics from UC Santa Barbara, and now makes his home in Walnut Creek, California. Just east of San Francisco, Walnut Creek, offers a very unique living experience one that rivals San Francisco with its shopping, dining, nightclubs, theaters, museums and vibrant business centers.

Greg has appeared as a guest expert on KRON4 News in San Francisco, and interviewed by Leslie Brinkley for Channel 7 (KGO) News commenting on the effects of markets on retirees. Greg is an avid jazz enthusiast, road & mountain biking.