Emily Roberts, EA

Emily Roberts, EA

Sr. Tax Supervisor

Emily grew up in Arizona riding bikes and catching lizards. She chose accounting as a profession after taking some classes in high school, and finding out she was really good at it! (Maybe it’s in her blood, because her Great-Grandfather owned his own firm!) She has 2 Corgis named Newton and Dallas, and she spends her free time reading and playing her current video game obsession: Baldur’s Gate 3.

Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.

Taxpayers Comprehensive Guide to LLCs and S Corps 2023-2024 Edition

This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information.

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Our Amazing Team Members

Aashini Shah

Tax Support Team

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Alejandra Miranda

Client Support Supervisor

Alex Stack, CPA

Alex Stack, CPA

Tax Supervisor

Alida Johnson

Alida Johnson

Client Support

Amanda Patten, EA

Amanda Patten, EA

Partner

Ameen Salous, CPA

Ameen Salous, CPA

Sr. Tax Supervisor

Ammon Halls

Ammon Halls

Andrew Pearson, EA

Andrew Pearson, EA

Tax Supervisor

April Neukam

April Neukam

Aria Klooster, CPA

Aria Klooster, CPA

Tax Accountant

Ashita Jain

Ashita Jain

Tax Support

Beth Buchanan, EA

Beth Buchanan, EA

Tax Manager, Training

Brendan Speck, EA

Brendan Speck, EA

Tax Supervisor

Brett Wildman

Brett Wildman

Tax Accountant

Brittany Carey

Brittany Carey

Tax Support

Brooke Willis, CPA

Brooke Willis, CPA

Tax Manager

Chelsea Van Zee

Chelsea Van Zee

Accounting Services Supervisor

Corey Haberkorn, EA

Corey Haberkorn, EA

Tax Accountant

Crystal Sheppard

Crystal Sheppard

Dalton Hays

Dalton Hays

David Han

David Han

Emily Marcol

Emily Marcol

HR Manager

Emily Olson

Emily Olson

Payroll Specialist

Emily Roberts, EA

Emily Roberts, EA

Sr. Tax Supervisor

Ethan Summers, CPA

Ethan Summers, CPA

Tax Manager

Fletcher Spears IV, CPA

Fletcher Spears IV, CPA

Tax Supervisor

Frank Vitiello, CPA

Frank Vitiello, CPA

Tax Supervisor

Garrett Hartigan

Garrett Hartigan

Tax Accountant

Gavin Schneider

Gavin Schneider

Tax Support

Hayleigh Gavaldon, CPA

Hayleigh Gavaldon, CPA

Tax Supervisor

Heather Gould, CPA

Heather Gould, CPA

Tax Supervisor

Heather Salazar

Heather Salazar

Tax Support Supervisor

Helly Panjari

Tax Support

Jack Sarvey

Jack Sarvey

Tax Support

Jase Fuller, CPA

Jase Fuller, CPA

Business Development Specialist

Jashank Worah

Tax Support

Jason Watson, CPA

Jason Watson, CPA

CEO, Partner

Jaynee Pardue, CPA

Jaynee Pardue, CPA

Tax Supervisor

Jenna Wing

Jenna Wing

Payroll Support

Jenny Martinez, CPA

Jenny Martinez, CPA

Tax Accountant

Jessica Levine

Jessica Levine

Payroll Specialist

Jigar Dave

Tax Support

JoAnn Sandvig

JoAnn Sandvig

Accounting Services Supervisor

Jolene Pike

Jolene Pike

Payroll Supervisor

Jose Castro-Antunez, EA

Jose Castro-Antunez, EA

Sr. Tax Supervisor

Karlee Tiesler, EA

Karlee Tiesler, EA

Accounting & Payroll Director

Kate Hibbard

Kate Hibbard

Accounting Services

Kelli Harless

Kelli Harless

Tax Support Supervisor

Khushi Das

Khushi Das

Payroll Specialist

Klea Myftari, CPA

Klea Myftari, CPA

Tax Supervisor

Lana Rollins

Lana Rollins

Tax Preparer

Mahipal Singh Rajput

Mahipal Singh Rajput

Tax Support

Mallory Richardson

Mallory Richardson

Business Development Support

Megan Oeltjenbruns, CPA

Megan Oeltjenbruns, CPA

Partner

Michelle Day, CPA, CFE

Michelle Day, CPA, CFE

Partner

Michelle Ihlefeldt, EA

Michelle Ihlefeldt, EA

Accounting Services Manager

Michelle Jarina

Michelle Jarina

Payroll Supervisor

Mitchell Wade

Mitchell Wade

Accounting Services Manager

Mohit Prajapati

Mohit Prajapati

Accounting Services

Moinahmed Faruqui, CPA

Accounting Specialist

Moriah Griswold

Moriah Griswold

Client Support

Naveen Chaudhary

Tax Support

Nehali Shah

Team Leader

Nina Garrett

Nina Garrett

Tax Support

Payal Nainwani

Payal Nainwani

Tax Supervisor

Priya Patra

Tax Support

Priyanshi Nagar

Priyanshi Nagar

Tax Support

Rachael Weber, CPA

Rachael Weber, CPA

Partner

Rachit Ved

Rachit Ved

Tax Supervisor

Richard Haugen

Richard Haugen, CPA

Tax Supervisor

Riya Maheshwari

Tax Supervisor

Rockstar Coming Soon

Rohit Kewlani

Rohit Kewlani

Tax Supervisor

Sally Rhoades, CPA, CFP

Sally Rhoades, CPA, CFP

Partner

Saloni Patadiya, EA

Tax Supervisor

Samantha Templin

Samantha Templin, CPA

Tax Supervisor

Sara Davis, EA

Sara Davis, EA

Sr. Tax Supervisor

Sarah Coker

Sarah Coker

Business Development Supervisor

Seth Olson

Seth Olson

Tax Supervisor

Shikha Sahu

Tax Support

Shivani Trivedi

Shivani Trivedi

Tax Supervisor

Shubham Rathod

Accounting Support

Sikha Sahu

Sikha Sahu

Tax Support

Simar Singh Bagga

Tax Supervisor

Stuart Sigley, CPA

Tax Supervisor

Sue Hopwood

Sue Hopwood

Tax Supervisor

Sumit Sirwani

Sumit Sirwani

Accounting Specialist

Surbhi Setia

Surbhi Setia

India Team Director

Tara Nickum

Tara Nickum

Staff Accountant

Terra Plamp, CPA

Terra Plamp, CPA

Firm Strategist

Tina Watson, CPA, CFP

Tina Watson, CPA, CFP

Founding Partner

TJ Scheeler

TJ Scheeler

Tax Support

Tonya Duval

Tonya Duval

Support Teams Director

Trishla Chaplot

Trishla Chaplot

Tax Supervisor

William Graf, CPA, EA

William Graf, CPA, EA

Tax Supervisor

Wanna Talk About Your Small Business?

Please use the form below to tell us a little about yourself, and what you have going on with your small business or 1099 contractor gig. WCG CPAs & Advisors are small business CPAs, tax professionals and consultants, and we look forward to talking to you!

We typically schedule a 20-minute complimentary quick chat with one of our Partners or 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 prep, and more importantly tax strategy and planning?

Should we need to schedule an additional consultation, our fee is $250 for 40 minutes. Fun! If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services.

Appointments are typically held through Microsoft Teams and are scheduled on weekdays during the work day. Yes, we can easily accommodate nights and weekends, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during tax season (who would have thought, right?).

Shockingly we will return all appointment requests via email with 24-36 hours weather-permitting, or perhaps a phone call (if the moment strikes us). No black holes here! In a hurry, please call us at 719-387-9800.

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

Mayon Hight

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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.

Lynn Shannon

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

Fred LeBlanc

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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!

Nic J

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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.

Alex Hickman

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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.

Lance Dodd

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

Carl Protsch

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WCG CPAs are professional and a pleasure to work with.

Nakapan P.

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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.

Juan Mayorga

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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.

Stefani Cinto

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

Carol Kersten

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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.

Jeffree Hilton

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

Jeff Owens

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