Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
Rachael Weber, CPA
Partner
“Forward-looking tax planning grounded in experience and practical financial strategy.”
Rachael Weber, CPA, is a Partner at WCG who manages a team of credentialed tax professionals while guiding clients through complex financial decisions. With more than two decades of professional experience and licensure in both New York and Colorado, Rachael brings a steady, strategic perspective to client service.
Professional Background & Expertise
At WCG, Rachael leads a team responsible for delivering high-quality tax services while helping clients align financial strategies with long-term goals. Her work emphasizes thoughtful planning that supports both current needs and future stability.
Rachael has extensive experience working with nonprofit organizations, trusts and estates, and small businesses, particularly in the areas of planning and structuring. Her detail-oriented mindset and appreciation for the specifics of IRS rules allow her to navigate complex scenarios with clarity and precision.
Education & Credentials
Rachael holds Bachelor of Arts degrees in both Accounting and Psychology, combining analytical expertise with an understanding of human behavior—an asset when guiding clients through important financial decisions.
She is a member of the American Institute of Certified Public Accountants (AICPA), reflecting her commitment to professional standards and continued engagement within the accounting profession.
Client-Focused Philosophy
Rachael believes effective tax strategy begins with understanding client needs and recognizing that strong cash flow is foundational to financial health. Her approach centers on planning not just for the current year, but for the years ahead, helping clients stay prepared for what comes next.
Professional Values
- Forward-looking planning
- Strategic financial thinking
- Precision in applying tax rules
- Client-centered guidance
Life Beyond the Office
Raised in New York, Rachael has always had a natural affinity for numbers and structured thinking. Outside of work, she is an avid reader who appreciates the quiet focus that books provide.
She is the parent of two adult children and shares her home with three cats, adding personality and warmth to daily life.
A Strategic Mindset
Rachael’s strength lies in her ability to think beyond the immediate horizon. By focusing on multi-year planning and anticipating future needs, she helps clients approach financial decisions with confidence and preparation.
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.
