Last Updated on

Share this article
Share this article
See our LinkedIn profile
Share this page

tax consultants

Tax Consultants

Posted Tue, July 7, 2020

WCG is not just a group of Colorado Springs CPAs or number crunchers- we are tax consultants and business advisors, and our firm will take you through the financial cycles of your personal and business lives. Many tax accountants are only compliance oriented, and while IRS compliance is critical, being proactive is equally important. Not every business runs the same or has the same needs. As business advisors, we want to ask the appropriate questions, listen, and develop a game plan that works for you.

Topics such as entity selection, business structure and multi-entity arrangements, operating agreements, structuring deals with investors, health insurance, retirement planning, small business tax deductions, executive fringe benefits, 401k and profit sharing plans, educational assistance programs, health reimbursement arrangements and accountable plans are just some of the areas that define the form and function of today’s business. Square pegs don’t go in round holes- we’ll find the right solution for you and your business.

Moreover, our goal at WCG is to always prepare comprehensive and accurate financial reports, filings and tax returns, but equally important is your understanding of how this stuff “works”. To the extent necessary, we want you to be comfortable with your tax and accounting world so together we can successfully plan for your future.

Nationwide Business Advisors

Yes, we are CPAs based in Colorado Springs but we do most of our business (over 80% in fact) outside of Colorado. How? WCG embraces technology to provide tax consultation and business advisory services by utilizing secure client portals and online digital forms to exchange documentation, and we use email, text, telephones (yeah, really), push notifications through customized phone apps, and GotoMeetings (sure, Zoom is all hip right now, but we’ve been using GotoMeeting long before COVID and telework were Wheel of Fortune riddles).

Having said all this, we remain committed to direct delivery, face-to-face interactions and personal relationships with our clients. While most of our clients are primarily in California, Nevada, Colorado, Texas, the Midwest, Florida and New England, we currently serve business owners in 47 states including Washington D.C.

Join Our Team

WCG is continuously looking for professionals to join our team of tax consultants, business advisors and tax return preparers. We offer benefits such as flexible work hours (including work from home), group health insurance, 401k, disability insurance, cell phone reimbursement, among others. We have a fun atmosphere and are closed on Fridays from mid-April thru mid-August, and mid-October thru Thanksgiving. Here is a link to our current positions and associated riveting job descriptions, plus other interesting things-

colorado cpa

Your Team

We have over 25 people working for you; not too big, not too small. Goldilocks would be happy. Additionally, we chop ourselves up into points of contact with Tax Managers running point so that each service team is functioning as a mini firm within a firm. This allows more intimacy of each client’s unique needs. On the outside, your house is just like anyone else’s house; four walls and a roof. But the colors, floor coverings, furnishes, beer selection, etc. is what makes you unique.

We have firm-wide systems and procedures to ensure quality and accuracy, but that is simply the foundation for us to build upon. Relationships, closeness, understanding, communication, seeing clients as people, etc. are the things that we remain focused on and dedicated to. We also try to let loose a bit here and there. On Fridays, we have 405’s since drinking before 4:05PM is frowned upon by Tina. We used to shoot dart guns, but that just got out of control. Maybe our 405’s will have to be called “tastings” so we remain classy, like San Diego.

WCG also requires all tax consultants and business advisors to either be on the CPA track, or obtain the Enrolled Agent (EA) credential within 6 months. We believe this enhances the client’s experience and also shows a commitment of our staff to the accounting industry.

Here is your WCG team (what a good looking bunch!)-

Amazing Client Support Peeps

Colorado Springs CPA

Latesha Anderson

Client Support

Colorado Springs CPA

Amy Cooley

Client Support

Colorado Springs CPA

Gil Dyer

Client Support

Colorado Springs CPA

Kelli Harless

Communications Chief

Tax Council

tax consultants

Tina Watson, CPA, CFP

Senior Partner

business advisor

Jason Watson, CPA

Managing Partner

tax consultants

Sally Rhoades, CPA, CFP

Partner

business advisor

Michelle Day, EA

Tax Partner

Colorado Springs CPA

Amanda Rowles, EA

Business Development

Colorado Springs CPA

Rachael Weber, CPA

Tax Manager

Secret Sauce

Megan Oeltjenbruns, CPA

Tax Manager (Oct 2020)

Talented Tax Survivors

Colorado Springs CPA

Jerrod Aud

Tax Associate II

Colorado Springs CPA

Joseph Basset, EA

Tax Associate II

Colorado Springs CPA

Roberta Bertrand, EA

Tax Associate III

Colorado Springs CPA

Terry Bryan, CPA

Tax Senior

Colorado Springs CPA

Nate Cockle, CPA

Tax Associate II

Colorado Springs CPA

Melody Jones, EA

Tax Associate III

Colorado Springs CPA

Andy Kimbrell, CPA

Tax Associate II

Colorado Springs CPA

Christi Norman

Tax Associate I

Colorado Springs CPA

Santiago Norte, EA

Tax Senior

Colorado Springs CPA

Sam Pfennigs

Tax Associate II

Colorado Springs CPA

Emily Roberts

Tax Associate II

Colorado Springs CPA

Lana Rollins

Tax Associate III

Colorado Springs CPA

Chelsea Ryan

Tax Associate I

Colorado Springs CPA

Stephanie Torgerson, EA

Tax Associate II

Colorado Springs CPA

Kate Wraight

Tax Associate I

Location

Our address is 2393 Flying Horse Club Drive, Colorado Springs, CO, 80921 which is located on the southwest corner of Highway 83 and the entrance into The Club at Flying Horse. Our office is a 6,500 square foot single-user building designed and owned by Jason and Tina Watson, and leased back to WCG Inc. Come on by… we have a wine refrigerator located in our social lounge and a heated back patio. A Pac-Man / Galaga machine is “saved for later” in Jason’s Amazon shopping cart. He asked Tina back in September, the crazy idea hasn’t seasoned yet enough for Tina to say OK.

Colorado Springs CPA
WCG Reviews, 6/2/2019 to 6/2/2020

Our Expectations of Clients

It might seem a bit audacious that this section is titled Our Expectations of Clients. However, we don’t believe the customer is always right (there are plenty of grumpy people out there). Our current clients demand our full attention (and they get it); therefore they do not want us distracted with bad relationships. Globally, we select our clients on two important criteria. First, we expect our clients to be open, honest and responsive in communication.

Second, we only accept clients who view our partnership as a collaboration, where our challenges and successes are shared. But! We fully understand that taxes and consulting are a people business, and two people at times are not a good fit. As such, we have moved clients to other tax consultants in search of the right interpersonal connection. Click on the button below to learn more about our client reviews and how we define ideal client relationships.

WCG is a tax consultation and business advisory firm in beautiful Colorado Springs serving clients around the globe. Over 80% of our clients are outside of Colorado!