Accounting Supervisor Role

WCG CPAs & Advisors is a mid-size yet boutique tax and accounting firm with 6 partners, about 85 full-time employees and $11.7M in revenue (2025, with $14.0m in 2026 forecasts) located in Colorado Springs, Colorado. We primarily engage with small business owners (S Corps, Partnerships, PCs), rental property owners including real estate investors, and complex individual tax preparation. We don't do everything- we carefully choose the sandboxes to play in balancing client sophistication and respective needs, and our team member experience including professional development.

We take a consultative approach to our client engagements by offering routine consultation and a strong focus on planning and advisory services. However, we are still a compliance-forward, good ol’ fashioned CPA firm.

Charge hours? Not us. Tracking billable time to the 6-minute increment? No way. While WCG has hourly rates for open-ended projects and other craziness, our approach to tax and accounting engagements is very unique. We were one of the first CPA firms to offer Business Advisory Service (BAS) plans with a fixed value-based fee structure including our Tax Patrol Services (TPS) and Investor Tax Patrol Services (ITPS).

Last updated- Monday, August 18, 2025

Support Team

Everything starts and ends with our amazing Support Team whose mission is to make our clients' lives better and to assist all other teams and individuals. WCG's Support Team is made up of-

• Client Support
• Tax Support (IDP, Binder Builders and general support)
• Operations Support
• Human Resources

Accounting Services Team, Payroll Specialist Team and Business Development Team have their own silo'd support team members.

The Tax Support segment is the largest and does front-end and back-end support. They collect initial data from the client (IDP, which is a TLA for Information and Data Processing... yeah, kinda stale but super duper important) and assemble it into an electronic binder using SurePrep (the Binder Builders).

They also collect payments and obtain efile authorizations through Canopy. The Tax Support team files about 75% of our tax return extensions with the remainder filed by the Tax team.

Operations is considered a support function since its primary objective is to keep the trains running on time for all teams and to provide helpful information to WCG leadership including Pod leaders.

Tax Team

We use Thompson Reuters UltraTax and is self-hosted by our own servers (we did Microsoft cloud for a while, but it didn't work well). We also use SurePrep for electronic tax binders and annotation including their 1040SCAN solution. The Tax team will prepare about 5,500 tax returns for the 2025 tax return year (due in 2026), with a nice split of 60% individual and 40% business entity tax returns. The Tax team has a particular fondness for summers and as such we attempt to prepare 65% of our tax returns by April 15, with only 35% being extended. May, June and July are primarily tax planning months.

WCG has 46 Tax team members including our 10 team members in India.

Accounting Services Team

WCG defines Accounting Services as Bookkeeping + Analysis and is an incredible value to the client from accurate financial and tax reporting to real-time tax planning and decision-making.

The Accounting Services Team currently has 11 people, including a small group in India. An Accounting Services team member works with 25-30 clients and primarily prepares monthly, bi-monthly, quad-monthly, or ad hoc financial statements using QuickBooks Online, Xero and Stessa (exclusively... no desktop, no Xero, no whatever whatever). In addition, Accounting Services prepares and files sales and use tax including personal property tax.

Payroll Processing Team

Currently WCG has 6 dedicated payroll specialists who process payroll for over 800 small businesses using ADP Wholesale primarily (we also use Paychex and Rippling). The Payroll team does not process payroll using a client’s platform or any type of hybrid system; either WCG does it all or we do not touch it all. Payroll is way too critical to have various systems and interactions.

Business Development Team

Our Business Development team has 5 team members who draft and update proposals, re-paper existing client engagements, handle corporate governance matters such as formation and S Corp elections and monitor the onboarding process for Business Advisory, Tax Patrol and Investor Tax Patrol engagements.

Overall, the Biz Dev Team is charged with growing WCG's advisory segment (versus tax-only engagements, or what we call TOEs) and works closely with our Client Acquisition Team (the CAT, a sub-team within the Tax Team) to ensure a positive experience for our prospects. Team members respond to inquiries, schedule Discovery Meetings and follow up on prospect interactions.

Locations

• 2393 Flying Horse Club Drive, Colorado Springs, CO 80921 (headquarters)
• 13 South Tejon Street, 5th Floor, Colorado Springs, CO 80903 (downtown office)
• 300 North Main Street, Mitchell, SD 57301
• 920 E Sheridan Street Suite B, Laramie, WY 82072
• 705 Sankalp Square-3, Sindhu Bhavan Marg, Ahmedabad, Gujarat, India
• Remote

WCG has 33 remote team members aside from our Mitchell, Laramie and Gujarat offices!