Bookkeeping and Accounting Support for Property Management Companies

Posted Sunday, June 21, 2026

Table Of Contents

Property Management Bookkeeping Services

You run a property management company. You already have software that collects rent, tracks work orders, and spits out owner statements. What you may not have is a real estate CPA firm that understands the difference between the books for your management company and the trust money flowing through it on behalf of your owners and tenants. That distinction is the whole job, and it is where most generic bookkeepers get lost and you get in trouble.

We do property management bookkeeping the way it should be done: your management company’s own financials kept clean and current, and the money that belongs to other people treated with the care the law already demands. We are not a data-entry shop that codes transactions and hopes. We are rental property accountants who know what a rent roll, a security deposit liability, and an owner draw actually represent, and we keep them straight.

Here is what that looks like in practice, and three things we do that a typical bookkeeper does not.

Trust Account Reconciliation

We reconcile your trust or separate account, within clearly defined limits. Whether your state requires a full broker trust account or simply a separate account segregated from your operating funds, we perform the monthly reconciliation and code the transactions that flow through it. We do this on a defined scope: we reconcile and categorize, we do not vouch that the balance is correct or that the account is compliant. That boundary is not us being cautious for its own sake. In most states, the law keeps trust compliance squarely on the broker, and it cannot be handed off to the property management CPA. We will explain exactly how this works further down, because it matters and you deserve the detail.

Issue Owner 1099s

We issue your 1099s. Property managers sit in the middle of a lot of payments, to owners and to vendors, and that creates real 1099 filing obligations that are easy to get wrong. We handle the issuance so the right forms go to the right people and you are not scrambling in January.

Tax Strategy Support For Your Owners

We support your owners and their tax matters. Your owners are real estate investors, and at tax time they have questions your management company gets pulled into. Yuck! You have better things to do. We help you support them: clean, tax-ready owner reporting, and a firm behind you that actually knows rental and short-term rental taxation when the harder questions come up. You manage the properties. We help you carry the financial and tax weight that comes attached.

The Expertise Behind the Books

Property management sits at an awkward intersection. You are running a real business with employees, payroll, headaches, marketing, more headaches, and a P&L of your own, and you are simultaneously the financial steward for dozens or hundreds of other people’s assets. Most accounting firms understand one side or the other. We work in both.

We Know Real Estate

This is not a department we bolted on. We are deep in rental property and short-term rental taxation every single day, including:

  • Entity structure and setups
  • Material participation and the short-term rental rules
  • Cost segregation and accelerated depreciation
  • Passive activity limits and loss carryforwards
  • The acquisition, improvement, repairs and disposition questions your owners actually ask

When your owners have hard questions, you are not relaying them to a generalist. You have a real estate CPA firm behind you that lives in this material.

We Know Business

We treat your management company like the operating business it is. Clean financials, sensible structure, tax planning and strategy for the entity and its owners, and an understanding of how management fees, leasing commissions, and reserves actually move through your bank accounts and eventually your books. You get an accounting partner who can talk owner trust accounting in one breath and your own S Corp reasonable compensation in the next. Ok, maybe a fresh coffee in between.

We Are Built for the Volume

Property management bookkeeping is not a handful of transactions a month. Oh, if life could be easy, right? Rather, it is rent receipts, vendor payments, security deposits in, security deposits returned and owner payments, including reconciliations across a lot of doors, every month, on a deadline.

Our accounting services team is more than ten people deep, and high-volume, recurring work is what WCG does. You are not handing your books to a solo bookkeeper who is one vacation away from falling behind. You are working with a team that is structured to keep pace as you grow. We are also a structured CPA firm of over 90 tax and accounting professionals who will scale as you scale.

We Are in the Room

WCG CPAs & Advisors are members of the Vacation Rental Management Association, and that matters for a practical reason, not a decorative one. VRMA is where this industry’s operators, software platforms, and service providers actually convene, and we share that ecosystem with the tools and partners you already use.

Enterprise Bank & Trust, one of the specialty trust-account banks we work alongside, is a VRMA sponsor. So are platforms like Guesty and Hostaway and tax-automation tools like Avalara. You know this already, we get it, yet being in that room means we are not learning your world from the outside. We are already in it, tracking the same regulatory shifts, software changes, and industry standards you are.

Bookkeeping And Accounting Support Fee Model

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Foundation
Organized, Tax-Ready Books
Starting at
$250/mo
Insight
Books Plus Analysis
Starting at
$325/mo
Horizon
Planning & Performance
Starting at
$450/mo

Core Bookkeeping
Transaction Categorization & Coding
Maximizing Bonus, Sec 179 In Real Time
Sales Tax Filing — Add-On Add-On
Personal Property Tax Add-On Add-On Add-On
Bank & Credit Card Reconciliation
Financial Statement Preparation
Tax-Return Readiness
Books Updated & Delivered 2x Per Year 3x Per Year 6x Per Year

Analysis & Visibility
Financial Statement Analysis —
Reporting Tools (Reach Reporting) —
Scheduled Review Conversations —

Planning & Performance
Forecasting & Projections — —
Benchmarking & Industry Comparison — —
Business Performance Insight — —

Trust Accounting and Bank Reconciliations

Let’s talk about the money that is not yours and the 800 pound gorilla named Fiduciary.

A property management company runs two very different pools of money as you know. There is your money, the management fees and leasing commissions you have earned (yay!), which belong in your operating account. And there is everyone else’s money, the rent, the owner funds, the tenant or guest security deposits, which belongs in a trust or separate account and is held on their behalf. Mixing the two is called commingling, and it is the single fastest way a property manager gets into real regulatory trouble. Again, you know this and we know this, so how do we work together to ensure orange isn’t the new black?

The One Rule Everything Else Hangs On

Trust accounting has a lot of state-by-state detail, but underneath all of it sits one idea, the three-way reconciliation. At any moment, three numbers must agree:

  • The reconciled balance in the trust bank account
  • The balance in your trust general ledger
  • The sum of every individual owner and tenant ledger

Bank equals book equals the sum of the parts. When those three tie out, the money is where it should be and you can prove it. When they drift apart, something is wrong, and “something is wrong” in a trust account is not a problem you want to discover during an audit. There are challenges too- the bounced security deposit, the in-transit return of funds, the funds temporarily held back on July 31 to pay out a repair ticket on August 5, etc. All messy. All ongoing and never-ending.

This three-way reconciliation, done every month, is the heart of what we do for your trust or separate account.

Where We Draw the Line, and Why the Law Draws It There

Here is the part most property management CPA firms are not straight with you about.

We reconcile your trust or separate account and we code the transactions that flow through it. We do not vouch that the balance is correct, and we do not certify that your account is compliant. That is our scope, on purpose, and the reason is not caution. It is the law.

In most states, responsibility for trust account compliance sits with the broker, personally, and it cannot be delegated away. Period. Full-stop.

The qualifying broker or broker-in-charge is the one the state holds accountable no matter who keeps the books. So when we say we will not vouch for compliance, we are not dodging or shirking common accounting standards. We are declining to sell you something the state never allowed you to hand off in the first place. A firm that promised to take that burden off your shoulders would either not understand the rules or would be misleading you about them. Maybe both.

What we do instead is real and valuable: we keep your trust records clean, current, and reconciled, so that when you sign off on your account, as only you can, you are signing off on books you can actually trust.

The Rules Are Not the Same Everywhere

Trust accounting is governed state by state, and the differences are not trivial. A few examples of what we mean:

  • California lets a broker keep up to $200 of their own money in the trust account to cover bank fees, and no more. Go past it and you are commingling.
  • Florida has a quirk that surprises people: for residential management, the law allows the landlord to hold the security deposit and advance rent directly, which means in some arrangements the broker may not need a separate escrow account at all.
  • Nevada makes property managers run two separate trust accounts, one for rental operations and one for security deposits, not one account doing double duty.
  • North Carolina takes it far enough that a broker can trade routine state audits for a formal CPA examination of their trust account. That examination is a separate attest engagement, not bookkeeping, but it shows how seriously these states treat the money, and clean, reconciled records make that kind of review faster and cheaper if you ever need one.

We keep current on these rules because they change, and because the right answer in one state is a violation in another. You should not have to become a trust accounting expert in every state you operate in. That is our job, and we love it (mostly).

A Quick Note on Words: Broker vs. Property Manager

Throughout this page we say “broker” and “property manager,” and at times they look interchangeable. They sort of are, and they sort of aren’t. In some states, running a property management company legally requires a real estate broker’s license, so the responsible person genuinely is a broker. In others, property management is licensed separately, or barely regulated at all. We try to hold true to the direct context in each case, or at least make a good effort.

Depending on your state, you might also see terms like qualifying broker, broker-in-charge, designated broker, or principal broker. They all point to the same idea: the licensed person the state holds responsible for the trust money. That is the person who carries the compliance burden, whatever the title on the door.

Wait, There’s More: Where Tech Meets Trust

The three-way reconciliation we just walked through does not happen in a vacuum. It happens inside whatever platform you run, and each one handles trust accounting a little differently. Those differences are exactly where a reconciliation either closes cleanly or fights you every month.

We Know How the Platforms Handle Trust Accounting

AppFolio, Buildium, Yardi, Propertyware, Rent Manager, DoorLoop. We are comfortable in all of them, and “comfortable” means more than logging in:

  • AppFolio reconciles from the property ledger up, using an adjusted cash balance that has to tie out to the penny, powerful, but with more places to trip.
  • Buildium runs a more traditional bank reconciliation that feels familiar to anyone with a general accounting background.
  • Yardi scales to large and commercial portfolios but asks more of you in setup and reporting.
  • Propertyware and Rent Manager are deep and customizable, which is a strength and a learning curve at the same time.
  • DoorLoop is newer and clean, with a tight QuickBooks sync built in.

Knowing these quirks is the difference between trust records that tie out and trust records that quietly drift.

A Candid Word About QuickBooks

We love QuickBooks. We also need to be straight with you: QuickBooks Online, by itself, is not a trust accounting system.

You can force it to behave like one with separate accounts, class tracking, custom reports, and a lot of manual discipline including sledgehammer for your square peg. However, you are swimming upstream, and every manual workaround is a place a trust account can quietly fall out of balance. QuickBooks is excellent at what it is built for, your management company’s own corporate books, payroll, taxes, and overhead. It is not built to carry per-owner and per-tenant trust ledgers on its own.

Sidebar: It is easy to pick on QuickBooks. Call them SlowBooks or BadBooks or PainBooks, sure, but most accounting platforms including Xero, Freshbooks, Waveapps, REIHub, Stessa, etc. have severe limitations.

So we do not ask it to. We let your property management platform do the trust accounting it was designed for, we use QuickBooks or Xero for your corporate books, and we keep the two in sync. Right tool, right job.

While We Are on the Topic of Tech

You picked your property management platform for reasons that had nothing to do with us, and that is fine. We are not here to rip out your stack and sell you ours. We work in what you already run. Besides, we don’t have a tech stack to sell. We are nerdy accountants, not a fintech sales conglomerate.

Trust accounting is the part of your stack we are most careful about, but it is not the whole stack, and it is not the whole conversation. You run a lot of software, and you want an accounting partner who speaks the language without a translator.

We do.

If you run short-term and vacation rentals, you are likely on a different kind of platform built for channels, pricing, and guest experience: Guesty, Hostaway, Hospitable, and the like. These were never designed to be trust accounting engines, so the real books usually live in a connected accounting layer or a sync. We know that world too, including the tools that bolt onto it like Bnbtally, Topkey, and Clearing, and we know how to make the money side tie out when your operating platform was not built to do it.

We are also fluent in the rest of what runs a modern property management company: the specialty trust-account banks built for property managers, and the everyday connections between your platform, your transaction feeds, and your books. You should not have to explain what AppFolio is, or why your Guesty payouts hit the way they do, or what a Topkey reconciliation looks like. We already know. That is the point.

You speak rent rolls, property owner draws or distributions (but not to be confused with your own), channel fees, and trust ledgers. So do we. No translator required.

Accounting Assessment

Our Pre-Accounting Assessment.  We use this to help tailor our accounting services for you.

Business Entity Tax Prep

Guide to filing your business tax returns, scheduling reviews, eFile, and making payments.

Transparent Fee Structure

Read our philosophy on fees, how they change, and what influences your tax preparation costs.

There Is Another Side to This: Your Owners and Their Taxes

Everything above is about your books, your trust account, your company. But you know the other place owners lean on you, the one that has nothing to do with operations.

The 9pm text asking whether the new hot tub is tax deductible. The owner who heard about the short-term rental loophole on TikTok or from their bartender. The one convinced that hiring you just disqualified them from material participation (it did not). Somewhere along the way you became the part-time tax expert. Yuck.

You should not have to be their real estate CPA too.

So here is a second, separate way we work with property managers: as the tax partner you hand those owners to. Not a punt, a handoff. They get a rental-focused team, you get out of the tax weeds, and you look sharper for having a specialist on speed dial. Is speed dial a thing any more? “Grandpa, what’s a rolodex?” We digress…

Rental Property Setup Fees

If you are new to WCG CPAs & Advisors, or if you have recently acquired a rental property, here are typical set up fees-

Rental Setup, Existing Rental Prior to 2026 (unless nutty asset listing) $125 ea
Rental Setup, New Rental Purchased in 2026 (yay!) $200 ea
Rental Setup, New Short Term Rental Purchased in 2026 $250 ea
Add On: Cost Seg Setup, New Rental in 2026 $150
Add On: Rental Acquired in a 2026 1031 Exchange $250
Add On: Rental Acquired before 2026 in a 1031 Exchange $350
Add On: Commercial, 4-Plex, Apartments, Several Assets varies

Rental Property Holding Co

Learn more about tax deductions for partnership returns and rental business activities.

Rental Property Deductions

Deducting expenses and understanding IRS rules for reasonable and business spending.

Rental Tax Return Prep

Read about long-term/short-term rental tax rules and reporting in our detailed article.

Accounting Assessment

To move from reading about our services to seeing how they apply to your specific situation, the Accounting Assessment is the essential next step. By sharing a few details about your current setup and goals, we can tailor a scope of work and fee structure that fits your business perfectly.

Learn More

The Faces Behind the Figures

We don’t believe in "call center" accounting. When you engage with WCG, you aren’t just getting a software subscription; you are getting a dedicated team of professionals who understand the nuances of your business.

Our accounting department is led by Karlee Tiesler, EA, Director of Accounting Services, and supported by our experienced Managers, Michelle Ihlefeldt, EA, Mitchell Wade, CPA and Sumit Sirwani, CA.

To maintain a small-firm feel with large-firm resources, our team is structured into agile "Pods." This allows your dedicated professionals to stay in constant communication with your tax preparer, ensuring that the person doing your books is talking to the person planning your tax strategy.

Data Analysis

Reach Reporting integrates seamlessly with QuickBooks Online and Xero to provide real-time financial reporting and tools for financial performance data in a secure and easy way. With the built-in dashboards and report builder, WCG CPAs & Advisors connects your financial data to create powerful dashboards and enhanced visuals. Backed by their SOC 2 Type I and Type II certifications, the Reach Reporting app only retrieves data from the online platform and never modifies or replaces any information stored there.

Reach Reporting makes reporting, forecasting and budgeting easy with powerful dashboards and enhanced visuals. You, the business owner, will gain valuable insights into your business trajectory with their 3-Way Forecasting feature. By connecting your profit & loss, balance sheet, and cash flow statement, we create a comprehensive view of your financials with automated cash flow forecasting.

Sample Reach Reports

See it in Action! Financial statements should tell a clear story about your business health without requiring a degree in accounting to decipher. Click below to explore a sample report and see how we translate your raw data into a clear, visual summary.

Learn More

What’s In The Box?

We exclusively support QuickBooks Online, Xero, and REIHub. The benefit of these cloud-based platforms is real-time visibility from any device.

A Note on Data Custody: To ensure the integrity of your records, WCG maintains 100% custody of the financial data. While you will have full visibility, your access will be read-only. Think of it as a safety net- we hold the pen so you can focus on the business without worrying about accidental deletions or "un-reconciling" a month we’ve already closed. In other words, please don't help. In some cases, we'd rather pay you to just watch. Ok, that was a bit much, but you get it.

What’s Included?

WCG provides the following core accounting services:

  • Monthly or periodic bank reconciliation: Keeping your cash and credit accounts aligned with reality.
  • Transaction categorization and coding: Classifying income and expenses so your books are clean, consistent, and tax-ready.
  • Proactive journal entries: Recording payroll, depreciation, loan interest, and other adjustments so your financial data tells the right story, in real time and not just at tax time.
  • Financial reporting: Management-use financial statements delivered based on your selected accounting cadence.
  • Analysis: One-on-one reviews and practical insight because Accounting = Bookkeeping + Analysis.
  • Reach Reporting: Visual dashboards, forecasting, and reporting tools that help translate raw accounting data into useful business information.

Custom Pricing

Most small business accounting services should not be priced like a mystery box. Your small business accounting fee depends on account volume, transaction activity, reporting cadence, entity complexity, payroll activity, integrations, and the level of analysis you need.

Does your "square peg" not fit the starting fees above? No worries. We customize fees based on your specific needs. Over 80% of our small business owners pay less than $550 per month. An extra account or a few more transactions won't dramatically compound your fee.

Software Fees

It’s a crummy deal, but our service fees do not include the software subscription. Historically, firms received massive discounts, but changes to Intuit’s pricing model (for example) mean those savings no longer justify the administrative hassle of WCG paying the bill. We will collect your payment information and set up your billing directly with the provider. Piece of cake.

The Fine Print

Our accounting services are specialized. We do not provide invoicing, accounts receivable collections, or bill pay (accounts payable). Our work is typically performed on a cash-basis; if you require accrual-basis bookkeeping, let's talk.

Please note that these services are for internal management use and cannot be relied upon to disclose fraud, errors, or illegal acts. Furthermore, WCG is not providing "assurance" services—we are not engaged to perform a compilation, review, or audit as defined by industry "terms of art." No formal auditor’s report will be issued.

Our Accounting Team and Data Security

At WCG CPAs & Advisors, we believe your financial success requires more than seasonal tax preparation. It requires a dedicated, year-round partnership. We have intentionally built a unified, 90-person firm spanning the United States and our wholly owned operations in India, WCG Global Services Private Limited. This global footprint lets us attract and retain talent who are deeply invested in your long-term financial health.

Our India team members are just that: our team members. They are trained in the WCG way by experienced CPAs and Chartered Accountants (CA) including in-house full-time trainers who lead quality control on all accounting work. Everything is reviewed, and reviewed again, by our Accounting Managers before it reaches you.

That structure is not an accident. Direct control over our entire workforce means you get consistent, high-caliber service without the gaps that come from outsourcing to firms we do not own or manage.

Offshoring is not new to the accounting industry. Well-known firms have been sending tax return preparation and accounting work overseas for more than two decades. What matters is how it is done. WCG follows accounting industry best practices and IRS compliance directives for data security and identity protection, drawing on the experience of hundreds of CPA firms that have built responsible global practices before us. When you partner with WCG, you get one cohesive team and the confidence that your data is handled with the same care as your finances.

Please review our Accounting Services Engagement Agreement.

I Just Got A Rental, What Do I Do?

I just got a rental, what do I do? Purchasing a rental property is certainly challenging, but operating one to build wealth and find tax efficiency is equally challenging. This is our second book. Our first book, Taxpayer’s Comprehensive Guide to LLCs and S Corps, was first published in 2014 and was well-received by small business owners and tax professionals, so we thought a book on rental properties and real estate investments would be equally helpful. So, here we are with our second iteration, or the 2026 edition. We update it frequently throughout the year (last update was April 5, 2026).

Our rental property book starts with entity structures and moves into asset management such as acquisition, cost segregation, rental safe harbors, repairs versus improvements, accelerated depreciation, partial asset disposition, and 1031 like-kind exchange. From there we discuss various rental considerations like passive activity losses, short-term rental loophole, real estate professional status, and material participation including what time counts, and what time doesn’t count.

Finally, the good stuff! Rental property tax deductions such as travel, meals, automobiles, interest tracing, home office and common expenses. Fun!

It is available in paperback for $32.95 from Amazon and as an eBook for Kindle for 21.95. Our book is also available for purchase as a PDF from ClickBank for $18.95.

We Are Real Estate CPAs

WCG has a team of real estate CPAs ready to assist you with your rental property and real estate investments. Very few tax professionals and CPA firms specialize in real estate to provide you solid consultation, tax planning including tax reduction strategies, and tax return preparation. We are experts in-

This book is written with the general rental property in mind. Too many resources tell you the general rule but don’t bother to back it up with Internal Revenue Code, Treasury Regulations and Tax Court cases. Our book lays it all out, explains the madness, adds some humor and various conundrums. Example? Water heaters and hot tubs- crazy stuff to consider.

Enjoy! And please send us all comments, hang-ups and static. This book is as much yours as it is ours, except the tiny royalty part- that’s ours. Stop by and we’ll buy you a beer with the pennies.

How To Purchase Our Rental Property Book

If you buy our 530+ page book (yeah, thick, there are some picture pages, but no scratch and sniff) which was updated April 5, 2026 and think that we didn’t help you understand rental property tax laws, let us know. We never want you to feel like you wasted your money. If you are ready to add some insightful reading into your day, click on one of the preferred formats. Amazon is processed by Amazon, and the PDF is safely processed by ClickBank who will email you the PDF as an attachment.

$32.95 $21.95 $18.95

Frequently Asked Questions

Why do I need rental property bookkeeping if I only own one rental?

Because even a single rental can create bookkeeping headaches. Security deposits, repairs versus improvements, owner contributions, and property manager statements can all be recorded incorrectly and create tax problems later.

What makes rental property bookkeeping different from regular bookkeeping?

Rental properties have unique tax rules involving depreciation, safe harbors, capital improvements, security deposits, and property-specific reporting. A standard bookkeeping approach often misses opportunities or creates inaccurate tax records.

How do Airbnb and Vrbo create bookkeeping challenges?

Platforms and property managers often report gross revenue on Forms 1099-K (or 1099-MISC) while your bank account only shows the net amount after fees and commissions. Your books need to bridge that gap so your tax return matches IRS reporting.

Why is the repairs versus improvements decision so important?

A repair is generally deductible now, while an improvement is usually depreciated over many years. Making the correct determination in real time can significantly impact your current-year tax deductions.

Can rental property bookkeeping services help with tax planning?

Absolutely. Clean books allow you to identify rental profits, upcoming capital expenditures, and deduction opportunities before year-end when there is still time to make tax-saving decisions.

What bookkeeping level is right for my rental portfolio?

It depends on the complexity of your properties, ownership structure, and reporting needs. A single long-term rental may need only foundational bookkeeping, while multiple rentals, commercial properties, or short-term rentals often benefit from more frequent reporting and analysis.

Do I need separate books for each rental property?

Not necessarily separate accounting files, but each property should be tracked separately. Proper class or property-level tracking helps measure profitability, simplify tax reporting, and improve investment decisions.

What accounting software is best for rental property owners?

The best choice depends on your situation. REI Hub is often ideal for smaller rental portfolios, Xero provides strong property-level reporting at a lower cost, and QuickBooks Online is typically best for more complex ownership structures and partnership tax returns.

Why are partnership-owned rentals more complicated?

Partnership-owned rentals require tracking capital accounts, basis, contributions, reimbursements, and balance sheet activity. Accurate rental property bookkeeping becomes critical for Form 1065 reporting, loss limitations, and long-term exit planning.

Can good bookkeeping help support a short-term rental tax strategy?

Yes. If you are using the short-term rental loophole or claiming material participation, your financial records help support the activity reflected on your tax return. In many cases, the books become part of the story you may need to tell the IRS during an examination.

Table Of Contents

Tax Planning Season

Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

Tax Planning Services
Bookkeeping Services

Tired of maintaining your own books? Seems like a chore to offload?

Accounting Services

Professional Consultation

Did you want to chat about this? Do you have questions about Bookkeeping and Accounting Support for Property Management Companies? Let’s chat!

The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.”

Let’s chat so you can be smart about it.

We typically schedule a 20-minute complimentary quick chat with one of our Partners or our amazing Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax strategy and planning? Rental property support?

Text WCG Offices

Text WCG Offices

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Call Our Team

Need to speak to a tax professional now? Give us a call 719-387-9800 and we'll get you connected.

Chat with a tax pro

Chat With a Tax Pro

Taxes can be tricky. Chat with a WCG human now and get questions answered.

After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

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We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away.

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As a novice business entrepreneur they provided me with the tools to both structure and tax my business efficiently

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They've made my taxes a breeze and are worth every dime I pay them for the peace of mind their services provide.

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The good folks at WCG have impressed me, as being highly competent, patient & friendly.

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They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!

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For nearly nine years, I have had the privilege of working with WCG and their team of exceptionally knowledgeable and experienced CPAs.

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Amanda - WCG CPA - You guys have been invaluable in helping us get this business and tax planning setup properly and executed correctly.

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WCG is extremely knowledgable, timely and attune to the unique aspects of our businesses.

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WCG CPAs are professional and a pleasure to work with.

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They go beyond the call of duties to assist me not only with Tax return matters but with any questions on other personal and company tax matters.

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I've always dreaded tax season, but WCG has made things so easy, even as we changed to an S corp. So happy we found them!

Paige de Kock

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It was great to find an accounting firm eager to take on new clients, answer initial questions in depth, and support our “keep it simple” philosophy.

Stuart B.

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Working with WCG was so easy, shout out to Sally Rhoades who handled my complicated tax situation this year wonderfully and was available for all my questions.

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I am so thankful to be a client of WCG CPAs & Advisors.

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It's a wonderful and rare treat to find a company like WCG these days with their high level of service, personal approach, and deep knowledge of accounting.

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Such a great firm. Great communicators, great attention to detail and overall great people.

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