WCG Reviews

Excellent CPA Services Highly Recommend I had a fantastic experience working with Alex and I can t recommend him highly Read More enough From the beginning Alex was incredibly helpful knowledgeable and patient He took the time to clearly explain complex tax issues in a way that made sense and he was able to answer my questions What really stood out was Alex s attention to detail and his commitment to making sure everything was done correctly and efficiently He made the entire process smooth and stress-free which is exactly what I needed If you re looking for a reliable professional and approachable CPA Alex is the one to call I ll definitely be working with him again in the future Thanks Pam

I've had a great experience working with WCG CPA Advisors especially with Jose Castro-Antunez EA I recently started a business Read More and wasn't very familiar with tax preparation and planning Jose and his team have been extremely helpful--very knowledgeable professional and responsive In the past I had negative experiences with several accountants who either didn't answer my questions or were slow to respond With Jose and his team it's been the complete opposite I've asked a lot of questions and they've always been patient and thorough in explaining things to me I truly appreciate their support and guidance and I would highly recommend this group of accountants to anyone looking for reliable and responsive tax and business advisory services

I have been a small business owner all of my life and have partnered with a host of professional services Read More WCG and its amazing staff quickly rose to the top of my list Their proactiveness professionalism and competent counsel are only a few of their many strengths What I greatly appreciate is their availability and accessibility when I need something done or just need to speak to someone Though I have interacted with many of the staff at WCG over the years I have worked directly with Jason Michelle and Jolene and I could not be more impressed with the caliber of people they are Each day I am assured that they have my back and my business and they truly care Thank you WCG

We switched over to WCG April and we noticed an immediate change in the communications that took place with us Read More as a client They are quick to respond and provide a quick solution to any issue that may arise We find their customer service to be exceptional and they go above and beyond We have had an ongoing tax issue that has been going on for over a year with our previous CPA and once we turned it over to WCG there was a direct call to the IRS which understood the situation and put an immediate Hold on the claim all within a couple of days We also use their payroll services as well and have been happy with both services Never had an issue with either service It's so nice to have a large staff at your disposal to get any Urgent Matters with either Quickbooks Online or the IRS resolved all within a few days We are excited to meet with the staff in May to discuss future Tax Prevention Strategies for So if your looking for a new CPA Firm WCG should be your first and only choice

WCG is more than just a tax firm they re true advisors They helped our multiple family businesses strategically prepare Read More and organize our tax accounting Ethan Jason and Karlee have each gone above and beyond not just preparing returns but actually taking the time to explain strategy answer questions and proactively correct things our prior preparers missed What really stands out is that WCG doesn t disappear after tax season Their year-round support gives us real peace of mind They re responsive thorough and truly committed to helping you succeed If you want a firm that actually cares about your business and your future WCG is it

Your team has done a super job of onboarding and completing both business and personal returns during your absolute busiest Read More time of the entire year Super impressive Everything has been very smooth and streamlined with very much appreciated clear and never begrudging communication despite my numerous questions Highly recommend WCG CPAs Advisors

We can't say enough great things about WCG At the start of the year we went shopping for a CPA Read More tax advisor and we are so grateful we found WCG We started with a free chat and from there the process has been so easy to navigate We feel like we are in such great hands with these professionals - which is a dream when you're managing all the things running a small business We highly recommend WCG to anyone - just give them a call you won't be sorry We especially had a wonderful experience with Alex We've left every interaction feeling more informed truly taken care of and generally hopeful about our business Thank you so much Alex and everyone at WCG

Switching to WCG CPAs Advisors was one of the best decisions for my business Their expert guidance proactive tax planning Read More and year-round support set them apart Unlike other firms WCG acts as a true partner offering strategic financial advice tailored to my business Their responsive communication and personalized service ensure I never feel lost in the process From onboarding to tax season they ve exceeded expectations with clear insights and reliable expertise If you want a CPA firm that adds real value and helps you grow WCG is the right choice Highly recommend

I have been a client at WCG for a little over two years now During this time they have managed Read More our personal taxes as well as the taxes for two small businesses Our situation is intricate in that we live in one state but have businesses registered and file taxes in another state They have handled every hurdle and complexity with absolute ease and expertise whilst maximizing all available deductions Sally Rhoades partner has been especially wonderful in managing all of our concerns and getting our taxes filed in an extremely timely manner I highly recommend this firm for any tax consulting accounting or business planning

Working with WCG over the past few years has been a fantastic experience Megan Karlee and Emily are professional quick Read More to respond and a pleasure to speak with I highly recommend reaching out to WCG if you are looking for a professional team to help with your CPA needs

Everyone at WCG is amazing Helped me set up my LLC when I had absolutely no idea what I was Read More doing Amanda and Jason are a pleasure to work with They respond to my emails attentively and in a timely manner I am sure WCG has many clients with bigger businesses portfolios than mine but I have never felt like a second rate customer Would definitely recommend

I am extremely happy with WCG after struggling for years to find people that truly understood my real estate business Read More After many CPAs telling me they could handle it every time something was left wrong for me to correct Ethan and Rachel at WCG have made this these least stressful tax season I can remember in years I am looking forward to working with them for years to come

WCG has provided the exact a-la-cart service that I needed to an incredibly high degree of professionalism As a novice Read More business entrepreneur they provided me with the tools to both structure and tax my business efficiently I cannot recommend this firm enough All of the services WCG has provided my business have exponentially saved me money and time Everyone I have worked with from Sarah C in Tax Support to Sally R as my CPA have provided guidance prompt attention to my needs and detailed communication all with a friendly service oriented attitude I would sing their praises to anyone from W- employees to independent contractors up to large corporations They have the tools for your success

I've worked with several accounting firms over the years with suboptimal results Then I found WCG I've been blown away Read More by their responsiveness support and expertise If you're a small business looking for reliable helpful tax planning and prep I highly recommend them You won't be disappointed I know I wasn't

The team at WCG is incredible They ve helped me manage my business tax planning with precision and their responsiveness Read More and professionalism are unmatched If you re ready to take the step toward properly managing your business taxes I highly recommend reaching out to them A huge thank you to Megan Oeltjenbruns Brooke Willis Jolene Pike Amanda Patten and Michelle Ihlefeldt for their dedication and hard work

Working with WCG CPAs Advisors has been a great experience We use their services for our business and personal taxes Read More They have a very secure system for handling sensitive documents are very personable have high integrity and will always ensure that they keep your tax matters less in the gray and more in the clear This is very important as we are based in another state We have mostly worked with Terra who has been great She is an extremely knowledgable CPA who has a very strong grasp of tax law and how all the complicated business tax forms interact with one another In fact the only complaint we have is the unfortunate increase in cost since we are a small business WCG is worth the investment if you want a team of heavy hitters helping you stay on track and keep things legit

The team at WCG is wonderful I can admit that I am picky and ask a lot of questions and Read More Matt was so patient the entire time making sure that I understood everything in detail This leaves me feeling such a sense of peace with what is going on with my taxes and business planning Highly recommend

WCG is an awesome firm to work with They are extremely organized and well informed about all things tax related Read More Ameen and Michelle have been professional knowledgeable and very patient and thorough when answering my barrage of questions or responding to my various investment inquisitions They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy

I highly recommend WCG CPAs Advisors to any health care providers with independent businesses or whom serve as independent contractors Read More This firm provides tailored services for each client with value that far exceeds their service costs The CPAs and Advisors at the firm are very nimble and flexible during financially tumultuous times health care entrepreneurs may experience They are incredibly experienced and comfortable working with and advising health care workers I appreciate their exceptional communication and education The firm makes themselves readily accessible to clients for quick chats when you need clarification on tax issues or need to update them on fluid financial situations They have excellent educational resources available on their website and are truly exceptional advisors and accountants They work diligently with you to ensure that you maximize legitimate strategies to minimize your tax liability They are exceptionally knowledgeable regarding current tax law and always respond promptly when you have questions or concerns I will continue to refer colleagues to them as I know they will be in excellent hands

We couldn't be happier with the support expertise and quick feedback that we have received from WCG CPA's We had Read More issues with our previous accounting firm that just wasn't doing it for us and decided to take the leap and try WCG based on feedback from some of our business contacts From the onboarding calls and meetings we were ensured that WCG operated differently by being a partner with our business and not just another vendor They could not have been more right We have been guided every step of the way to ensure a smooth transition from our other accountant to WCG and could not be happier The reports personal touch and friendly advisors is just what we needed We are getting so much more in reports advise and guidance from WCG

I have worked with WCG for over five years and have had a fantastic experience Their team has top-notch expertise Read More and professionalism plus they bring something very rare to the tax world -- humor and warmth A joy and huge boost to have their support on both personal and business taxes Highly recommended

The team at WCG has been absolutely fantastic in helping me start up my business and guiding me through all Read More the confusing steps in optimizing my business finances and tax planning Amanda Patten especially has been incredibly helpful in communicating with me throughout the process making sure all my questions were answered quickly and generally making the whole process easy I highly recommend working with WCG

The entire team at WCG is outstanding I've been working with them for several years for both my business and Read More personal taxes Sally Rhodes my accountant and her team are professional responsive and caring They go out of their way to make sure questions are answered thoroughly and never hesitate to offer more support if it's needed They've made my taxes a breeze and are worth every dime I pay them for the peace of mind their services provide I highly recommend them

My team at WCG has been nothing short of outstanding They welcomed me and my business with open arms From Read More the start there was clear and open communication with respectable response times Friendly easy to work with trust their expertise promoted a team atmosphere communication within the organization has been seamless Highly recommend BIG shoutout to my team Sally Rhoades Taylor Plaster Michelle Jarina and Michelle Ihlefeldt

For nearly nine years I have had the privilege of working with WCG and their team of exceptionally knowledgeable and Read More experienced CPAs Their profound expertise in accounting and financial strategies continually impresses me Each interaction with WCG yields invaluable insights and advice contributing significantly to my business s success Their adeptness at navigating complex financial landscapes and providing bespoke solutions has been a transformative factor for us The professionalism of the WCG team combined with their authentic dedication to client success truly sets them apart in the industry I am deeply grateful for the critical role WCG plays in our business offering essential guidance and support that underpins our growth and stability Their expertise is not merely beneficial it is a cornerstone of our success story My heartfelt thanks to WCG for their exceptional service and for being a reliable and trusted partner on our business journey

I run a small business and have been with WCG since The team is stellar Sally is my favorite CPA Read More - her expertise and attention to detail is impeccable Alida also handles all payroll seamlessly I've recommended WCG to many friends and business partners over the years and all have been likewise impressed Thank you

WCG and especially Brooke really stepped up to help us close out taxes that had been left a few years Read More behind by our previous accountants WCG's systems and teamwork is second to none and we really appreciated the communication and time they put into our taxes Thanks

I ve been using WCG for all things taxes as I am a contractor and they are wonderful Always helpful Read More always responsive and very very knowledgeable I primarily work with Rachael and Alex and can tell you that I have zero complaints They re amazing

WCG has exceeded my high expectations They are true experts in their field Unlike some tax advisors they take the Read More time to develop effective robust tax strategies with you Ethan has been a fantastic advisor and teacher ultimately contributing to my business's growth

Sally and the WCG team are amazing They worked overtime to deal with my complexities and unique circumstances They are Read More personal and know the tax laws They don't just ask you the standard question that every tax software asks They figure out your individual circumstances and find the best way for you to file Highly recommend

CPAs vary in thoroughness and quality and WCG is true gem I am confident that my business payroll and taxes Read More are being handled by WCG professionally and with an attention to detail that I appreciate They have a whole team of people are responsive to questions and are very knowledgeable I highly recommend

I've had the pleasure of collaborating with Megan Oeltjenbruns over the past four years leading up to her well-deserved promotion Read More to the Partner position at WCG Since our initial collaboration on both my business and personal tax returns Megan has consistently instilled in me a profound sense of confidence and assurance Her dedication to ensuring the meticulous preparation of my taxes has been evident from day one Year after year Megan has exhibited a commendable commitment to prompt and clear communication promptly addressing any questions or concerns I may have Her efficiency in delivering my returns precisely on schedule has been unwavering and she always ensures there's ample time for a personalized one-on-one Q A session if necessary Megan's approach epitomizes a truly white-glove service that sets a remarkable standard in the field I wholeheartedly recommend her expertise and commendable service Finally I look forward to working with her again this coming year Jeffrey Huang

The good folks at WCG have impressed me as being highly competent patient friendly And I don t get impressed Read More easily Their fees are somewhat higher but certainly not excessive I think WCG has done an excellent job with bookkeeping taxes

Amanda - WCG CPA - You guys have been invaluable in helping us get this business and tax planning setup Read More properly and executed correctly Many thanks to you Jason Ameen and the rest of the WCG crew from Diane and I You have made our business life easier and far less stressful by taking the pain out of such things as optimal business organization payroll tax planning and effortless tax filing prep filing -- while patiently educating us along the way Partnering with WCG has been an extremely pleasant and beneficial experience for us We are very grateful for your help expertise and advice Lance Diane

The team at WCG has been great They have answered all my questions and made it very easy for me Read More to continue doing my job Thanks for all the support The Jaramillo Agency Farmers

Megan Oeltjenbruns and Ameen Salaous are the reasons I stay with WCG Tax optimization often comes at the cost of Read More additional complexity for small one man shops like mine S-Corp payroll PTET SALT workaround payments accountable plans etc However the thing I find most valuable about working with WCG is that they do have a well-oiled remote-centric client service process and you just have to learn the process and follow it Taxes are a way street Garbage data bookkeeping garbage returns I can say without hesitation that if you stay organized stay responsive to the MANY tasks that YOU the business owner are responsible for WCG will save you more than their annual fee in ethical properly documented tax savings Some people think that hiring a CPA absolves them of their own responsibility for understanding both the input and output data of their taxes I don't honestly think WCG is a good fit for those types of people WCG is a good fit for me despite a pretty serious rate hike this year because I like being given details and digging into my finances I like knowing what's coming and being able to forecast cashflow retirement contributions and running income scenario analysis throughout the year If you want a meticulously prepared ethically grounded responsive CPA hire WCG and ask for Megan Oeltjenbruns They better hold on to her because as long as she is doing taxes I intend to be her client Thanks for another year of returns WCG Please get yourselves a drink after April My treat

Tina Watson has been my accountant since I returned from teaching abroad for a year and was confused as to Read More what I needed to do to complete my taxes from overseas That was over years ago and I've had the pleasure of watching Tina move from other tax firms to creating her own with Jason Much like with any other specialized professional once I find one I trust I hold on to them for as long as possible This year I was doubly grateful that WCG CPAs are my account firm I enjoy saying I have an entire firm now not just one accountant My dad died in October and it was my job to get his taxes done I called Tina in a fluster and she assured me that they could do his taxes when they did mine and we could put everything on hold if needed while his estate goes through probate It's incredibly reassuring to have a group of skilled knowledgeable professionals available when these types of curveballs pop up My retirement isn't far off I plan to use their other services in the next few years to make sure my retirement portfolio is in proper order because I know I can trust them to help me make the best decisions for my future

Responsive helpful and professional--plus a lot of fun to work with It's a load off my mind to know my Read More taxes are in good hands

This company has met or exceeded my expectations Sally Rhoads and Amanda Patten have been great to work with They Read More communicate and follow through in a timely fashion As a small business taxes are not my strong point This has led to higher tax payments than what could have been WCG is helping to me plan out my tax year and avoid the mega tax bill that has invariably come up at the end of the year I'm looking forward to having more knowledge and control of my tax situation Highly recommend this company

WCG has been handling my personal and business accounting for many years They make the process so simple and their Read More level of service and attention to detail is top notch If you're looking for great and highly experienced team of accountants I highly recommend Jason Watson and his team at WCG Parker Timm Skyline Real Estate Group Los Angeles CA

They have been great to work with As a single member LLC they have helped me get the tax benefits Read More of an S Corp I only wish I would have found them sooner It s convenient to have one company to bookkeeping tax planning prep and retirement planning They are the best

The whole team here is awesome and incredibly knowledgable Sally Ethan Richard Jessica Amanda Karlee all have been so responsive Read More attentive patient and kind Could not recommend this firm more

WCG is an amazing team They're super fast responsive and extremely knowledgable in the tax space On top of that Read More they're kind and funny You just have to read their blog post to notice all I've mentioned

WCG CPAs are professional and a pleasure to work with I initially found this company through a blog after searching Read More for answers to solve a tax issue for my martial arts business I've been searching for a firm that not only helps to prepare taxes but are also strategic advisors I was very fortunate to have found this company and regularly communicate with Ameen and Jason who I consider part of my management team

I have met with Jason Watson of WCG CPAs Advisors on several occasions for tax planning and consultation His expertise Read More in knowledge of and dedication to the profession is exceptional The timely and clear communication from Jason and his team was so refreshing and such an improvement to what I have experienced to date His use of modern technology to schedule meetings automate communication and accomplish the jobs to be done indicated to me that his firm is operating with high efficiency

As a French man managing a US-entity from France I believe it is fair to say that I consider the Read More WCG team to be LIFE-SAVERS Always available always nice and always highly explanatory and reactive Shoutout to Sally Rhoades who's been great since the very beginning and keeps doing so everytime I'm asking random questions out of the blue or need an emergency compliance check -

My experience with WCG is outstanding They go beyond the call of duties to assist me not only with Tax Read More return matters but with any questions on other personal and company tax matters They are prompt to respond any questions and they are very professional but at the same time they treat you as family

WCG is a great organization to work with Everyone has been so kind and helpful They have made my life Read More so much easier

We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away Michelle got us Read More onboarded and up to speed quickly and we already feel more knowledgable and at peace about the state of our business If we could give them we would

WCG has been our tax preparer for many years now both for business and individual tax returns Highly professional very Read More well organized and a pleasure to deal with Highly recommended