William Graf, CPA
Tax Supervisor
Education
University of San Diego
“Helping small business owners make sense of their taxes while reducing overall burden.”
William Graf, CPA, is a Tax Supervisor at WCG with seven years of professional experience preparing returns and supporting tax plans. Guided early on by his grandfather, also a CPA, William was drawn to accounting for its versatility and its foundational role in business. Today, he focuses on helping clients feel confident that their tax responsibilities are fully handled.
Professional Background & Expertise
At WCG, William prepares tax returns and completes the initial review of both returns and tax plans, helping ensure work is accurate, thorough, and aligned with client goals. His structured approach supports dependable outcomes across engagements.
He particularly enjoys working with small business owners and preparing rental property returns, while remaining energized by the opportunity to learn about new industries with each engagement. This curiosity helps him bring fresh perspective to the clients he serves.
Education & Credentials
William graduated from the University of San Diego with a degree in Accounting and Finance. He is both a licensed CPA in Texas and an Enrolled Agent, reinforcing his technical expertise in taxation.
He is also a member of the American Institute of Certified Public Accountants (AICPA), reflecting his ongoing commitment to professional standards.
Client-Focused Philosophy
William enjoys partnering with small business owners to answer tax questions and provide reassurance that their needs are under control. His goal is to remove as much of the tax burden as possible so clients can focus their energy on growing their businesses rather than worrying about compliance.
Professional Values
- Accuracy in every return
- Proactive tax planning
- Helping minimize client tax burden
- Supporting confident decision-making
Life Beyond the Office
William grew up in Pittsburgh, Pennsylvania, where he spent his childhood riding bikes and playing baseball. He later served as a coxswain on his rowing teams in both high school and college—an experience that reinforced leadership and teamwork.
Today, he is married to his wife, Shelby, and they share their home with a talkative corgi named Eddy. Outside of work, William enjoys paddle boarding on Lady Bird Lake, playing pickleball, and gathering with friends and family for board games.
A Skill for the Unexpected
William can juggle—an uncommon talent that reflects both coordination and focus, qualities that also show up in the thoughtful, balanced approach he brings to his professional work.
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.
