Meet Our Team

Posted Wednesday, February 7, 2024

Tax Consultants

Our TeamWCG CPAs & Advisors 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 and Denver (Englewood) 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 work hard play harder atmosphere and are min-staffed 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-

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Career Opportunities

Explore career opportunities and join a team where innovation, growth, and collaboration thrive.

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Remote Work

Explore the pros and cons of remote work, focusing on productivity, flexibility, and output.

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History of WCG CPAs & Advisors

Discover the origins of WCG CPAs & Advisors. Starting with Tina Watson’s CPA license in 2003.

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EA vs CPA Differences

Check out the differences between Certified Public Accountants and Enrolled agents.

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Community Outreach

Learn how our team reaches out to the community.  We’re never too busy to help those in need.

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Social Hour

The WCG team thrives on camaraderie, celebrating wins with food, drinks, and shared stories.

Your Team

Our Team

We have over 55 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.

Hiring Alert! Because of WCG’s growth we need to hire 2-3 people over the next several weeks, with one being a senior to mid-level tax professional (Tax Manager or Tax Supervisor). Wait! There’s more! Because of our expected growth and one retirement, we need another round of 2-3 people next year… but we’d like to get people spooled up in the WCG way before we are in crisis mode.

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

Amazing Team Members

  • All
  • Support
  • Tax
  • Accounting
  • Payroll
  • Partners
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Alejandra Miranda

Client Support

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Alex Stack, CPA

Tax Supervisor

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Alida Johnson

Payroll Specialist

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Amanda Patten, EA

Director of Business Development

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Ameen Salous, CPA

Tax Supervisor

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Beth Buchanan, EA

Tax Supervisor

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Brendan Speck

Tax Accountant

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Brittany Carey

Tax Support

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Brooke Willis, CPA

Tax Supervisor

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Chelsea Van Zee

Accounting Supervisor

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Corey Haberkorn

Tax Support

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Emily Marcol

HR Manager/Operations Supervisor

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Emily Roberts, EA

Tax Accountant

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Ethan Summers, CPA

Tax Supervisor

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Jason Watson, CPA

Partner

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Jaynee Pardue, CPA

Tax Supervisor

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Jenna Wing

Payroll Support

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Jenny Martinez

Tax Support

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Jessica Levine

Payroll Specialist

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JoAnn Sandvig

Accounting Services Supervisor

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Jolene Pike

Payroll Supervisor

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Jose Castro-Antunez

Tax Accountant

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Karlee Tiesler

Director

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Kate Hibbard

Accounting Services

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Kelli Harless

Tax Support Supervisor

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Kimber Hershey

Operations Manager

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Lana Rollins

Tax Accountant

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Mahipal Singh

Tax Accountant

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Mallory Richardson

Client Support

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Megan Oeltjenbruns, CPA

Partner

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Michelle Day, CPA

Partner

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Michelle Ihlefeldt

Accounting Services Manager

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Michelle Jarina

Payroll Supervisor

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Mitchell Wade

Accounting Services Manager

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Mohit Prajapati

Accounting Services

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Payal Nainwani

Tax Accountant

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Priyanshi Nagar

Tax Support

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Rachael Weber, CPA

Partner

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Rachit Ved

Tax Accountant

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Rohit Kewlani

Tax Manager

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Sally Rhoades, CPA

Partner

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Sara Davis

Tax Supervisor

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Sarah Coker

Business Development

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Shivani Trivedi

Tax Accountant

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Sikha Sahu

Tax Support

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Sumit Sirwani

Accounting Services

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Surbhi Setia

Tax Manager

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Terra Plamp, CPA

Senior Tax Manager, Training Committee Chair

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Tina Watson, CPA, CFP

Partner

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Tonya Duval

Tax Support Manager

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Trishla Chaplot

Tax Manager

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Brett Wildman

Tax Support

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Frank Vitiello, CPA

Tax Supervisor

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Seth Olson

Tax Supervisor

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Richard Haugen, CPA

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Penny Jones, EA

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Thais Humphreys

Operations Supervisor

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Heather Cross

Tax Support

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Emily Olson

Payroll Specialist

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Moriah Griswold

Client Support

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William Graf, EA

Tax Supervisor

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Aria Klooster, CPA

Tax Accountant

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Andrew Pearson, EA

Tax Accountant

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Hannah Spivey

Tax Support

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Ashita Jain

Tax Support

Pooja Thakkar

Tax Accountant

Matt Sander, CPA

Tax Supervisor

Locations

Our Colorado Springs 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. This 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.

WCG also has an office in Mitchell, South Dakota. There is a good story there of course… Terra Plamp, our wonderful Training Supervisor, lives in Mitchell and works remotely. She recommended other people to join the WCG team, and boom! Moreover, they all wanted an actual office space versus working from home. As such, our South Dakota office is located at 300 North Main Street (sounds fun!), Mitchell, SD 57301.

Tour the Springs Office

Take a tour of WCG.

2393 Flying Horse Club Dr, Colorado Springs, CO 80921

300 N Main St, Mitchell, SD 57301

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.

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Client Reviews

Read What Our Happy Clients Are Saying – Click here for reviews and success stories!

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History of WCG Inc.

Discover the origins of WCG CPAs & Advisors, starting with Tina Watson’s CPA license in 2003.

WCG

About WCG Inc.

Learn more about us here at WCG!  Discover what makes us stand out as tax advisors.

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

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Tax Planning Season

Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

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Bookkeeping Services

Tired of maintaining your own books? Seems like a chore to offload?

Professional Consultation

Did you want to chat about this? Do you have any questions for us? Let’s chat!

The tax advisors and business consultants at WCG are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.” Yes, it is fun to brag about how complicated your world is at cocktail parties, but let’s not unnecessarily complicate it for the bragging rights.

Let’s chat so you can be smart about it.

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.

Text WCG Offices

Text WCG Offices

Need to get in touch through a quick text?  We’ll respond back as soon as we can!

Call Our Team

Call Our Amazing Team

If you need to speak to someone, we’re good listeners!  Give us a call and we’ll help you out!