Business Advisory Services
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Lana Rollins
Tax Preparer
“Preparing all types of tax returns with structure, consistency, and care.”
Lana Rollins is a Tax Preparer at WCG who brings decades of financial and accounting experience to her work. With a methodical approach and strong sense of organization, Lana focuses on delivering thorough, reliable returns while building meaningful client relationships.
Professional Background & Expertise
At WCG, Lana’s primary responsibility is preparing tax returns across a wide range of individual and corporate scenarios. After retiring from a long career in finance and accounting, she chose to continue contributing her expertise in a role that allows her to remain engaged in the work she values.
Lana approaches each return with diligence—asking thoughtful questions, gathering complete information, and ensuring no detail is overlooked. Her consistency and commitment to quality help clients feel confident that their filings are handled with care.
Education
Lana holds a Bachelor of Science with majors in Accounting and Finance. Courses such as Cost Accounting and Managerial Accounting were among her favorites, reinforcing the structured thinking that continues to guide her professional approach.
Client-Focused Philosophy
Lana values personal connection and often reaches out directly by phone or through individualized emails to explain what is needed for each return. Her goal is to create clarity while fostering long-standing relationships built on trust and respect.
Professional Values
- Consistency
- Diligence with no shortcuts
- Honesty in all aspects of work
- Respectful, relationship-focused service
Life Beyond the Office
Raised in rural Michigan, Lana developed an early appreciation for staying active outdoors. Today, she enjoys remodeling her home, swimming, working out, reading regularly, and tending to her backyard vegetable garden.
She is also deeply involved in her community, serving on the board of a local charity and dedicating time to cat rescue efforts—having helped socialize and rehome more than 100 cats over the years.
A Patient Advocate
One of Lana’s more unique accomplishments is her ability to socialize highly feral cats—an effort that requires patience, persistence, and empathy. That same steady dedication carries into her professional work, where careful attention and follow-through remain central to her approach.
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.
