Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
Mallory Richardson
Business Development Support
Education
University of Colorado
“Helping new clients get started with clarity, structure, and proactive support.”
Mallory Richardson is part of the Business Development Support team at WCG, where she assists clients during the onboarding process and helps ensure they begin their relationship with the firm on solid footing. Known for her patient, solutions-focused approach, Mallory works to simplify early-stage requirements so clients can move forward with confidence.
Professional Background & Expertise
At WCG, Mallory works directly with clients as they come on board, guiding them through initial steps and preparing key documents such as S corporation elections. Her role helps create a structured start while ensuring clients understand what to expect.
In addition to her client-facing responsibilities, Mallory supports internal initiatives and contributes to the firm’s social committee, helping plan company-wide events that strengthen team connection. Her collaborative mindset allows her to support both clients and colleagues effectively.
Education
Mallory earned her bachelor’s degree in Business from the University of Colorado Colorado Springs. Courses in business law and human resources management were among her favorites, reflecting her interest in structure, compliance, and organizational dynamics.
Client-Focused Philosophy
Mallory approaches client service with patience and proactivity, recognizing that each organization has unique needs. Through clear communication and tailored support, she works to build trust and ensure everyone remains aligned throughout the onboarding process.
Professional Values
- Integrity
- Honesty
- Transparency
- Proactive support
Life Beyond the Office
Raised in Colorado Springs, Mallory spent much of her childhood staying active outdoors and participating in sports. That energy continues today—she serves as a head coach for a boys’ varsity volleyball team and still enjoys playing whenever she has the opportunity.
Outside of athletics, she enjoys reading and watching movies, valuing both activity and downtime as part of a balanced lifestyle.
A Coach’s Perspective
Mallory’s experience as a varsity head coach reflects her leadership skills, communication style, and ability to guide others toward shared goals. That same perspective carries into her professional work, where preparation, teamwork, and steady support 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.
