
Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
Rohit grew up in the Madhya Pradesh, a state which is in India. As a child he spent a lot of time collecting rocks, reading, listening to music, playing outdoors, riding his bike, playing hide and seek or visiting the park.
He graduated with his MBA from the Institute of Professional Education and Research in 2019. His favorite subjects were accounting, economics and business development.
Rohit lives at home with his parents and grandmother. His father is a businessman and his mother is a teacher. His favorite hobbies are watching TV, arts and crafts and hanging out with friends.
Rachit grew up in Mandvi- Kutch, Gujarat, India. As a kid, he liked to go cycling and have beach walks on Sundays.
He graduated from R J Tibrewal Commerce College. His favorite subjects were Accounting, Statistics and Taxes. He likes to play with numbers and read tax laws. He was keen to understand the “reading between the lines” concept.
Rachit likes to travel to natural places whenever he gets free time.
Priyanshi was born and raised in the Bhopal city of Madhya Pradesh (India). As a kid, she loved to play board games with her siblings and draw paintings.
In 2021, she graduated from Barkatullah University, Bhopal, and then went on to complete her post-graduate finance degree in 2023 from IPER, Bhopal. Finance and Business Law were her favorite subjects. She is the kind of person who gets enjoyment out of the analysis that comes along with working in accounting. She finds it interesting to consider varying aspects of a financial portfolio for cost, profit, and potential risk.
In her free time you can find her dancing, exploring new places, reading, cycling, playing volleyball, watching cricket, movies and web series, or spending time with family.
Payal grew up in Indore, India. She enjoyed playing video games, especially those that involved solving puzzles and strategy. She also loved playing outdoor games with friends in the neighborhood.
In 2023, she completed her MBA in Finance and Marketing. Her favorite subjects were Taxation, Operations Research and Organizational Behavior. She chose accounting because she has a strong interest in financial management and enjoys working with numbers. It’s a field that offers stability and a clear career path.
Payal tries to balance her job with hobbies like cooking, hairstyling and staying active. When she is not working, you can find her doing hairstyling for her clients, going to the movies with friends, hanging out and exploring new interests. You can also find her listening to podcasts that inspire and encourage personal growth.
Mahipal grew up in Ahmedabad. As a kid, he couldn’t get enough of cricket. It is said that he was born with a bat in his hand and has never let go of it ever since.
He went to M.B Patel Commerce & Art College in Ahmedabad to pursue a Bachelor of Commerce. Amongst other things, cost accounting was one class that he would never skip. He is pursuing his US CMA and enjoys learning about bookkeeping, operations, and financial reporting.
When he is not working, you can find him spending time with his friends and family. He likes emploring new places like cafes, bakeries, museums and art galleries. He also enjoys cooking and playing cricket, of course.
Lana retired from a long career full of accounting and finance for 35 years for a Colorado Springs defense contractor, and at one time was actually the boss of one of our CPAs (hint: not Brian)! She doesn’t let that go to her head though and continues to work for WCG (formerly Watson CPA Group) as a Tax Senior preparing corporate and personal tax returns on Tina’s team (Pod A).
Lana’s passions in life include rescuing cats in her sanctuary (Yes, Tina and Jason were hustled into taking a massive cat named Mocha), remodeling her 70-year old home, swimming and spending time with her daughter and granddaughter.
Kelli was born and raised in Colorado Springs and stayed to live and work here to this day! As a kid she loved playing outside with friends in the neighborhood and riding her bike. She graduated from the University of Colorado, Colorado Springs with a Bachelors in Communications-Recording Arts. Her favorite subjects were TV Production and Photography (she got to use a real dark room to develop her own film!).
Kelli came to accounting by way of Marketing – she started helping WCG organize documents and build electronic binders for tax prep when Marketing was slow. She fell in love with organizing other people’s lives and over the last three years she’s enjoyed mentoring and teaching others to do the same. Her favorite thing is to help set our tax team up for success!
Kelli and her husband have a daughter who attends a charter school here in Colorado Springs. They spend a lot of time working on homework, school projects, and attending ballet and tap dance classes!
When Kelli isn’t at work she’s finding something to do outside when Colorado Weather permits. She rides bikes in the neighborhood (just like the good old days!) and swims, hikes, plays mini golf around town, or goes to a local outdoor arcade. When it’s too cold for that and we have enough snow, her family enjoys finding the perfect hill to sled down. Otherwise, it’s a movie night at home snuggled up on the couch!
Jose grow up in Denver and lived in the city up until his early 20s. He still lives in the area but he’s moved closer to the mountains and can see Red Rocks from his house now! As a kid he loved to be outside as long as it involved a sport, running around, or going to a park.
He went to MSU Denver where he earned both his Bachelors Degree and Masters in Accounting. He knew he wanted to do something involving business and happened to be good at math, so accounting made perfect sense. Jose likes to help small business and accounting and tax lets him help others that might not be as financially savvy. He specializes in small business expertise, S Corps, foreign reporting, and expatriates.
Jose and his girlfriend currently have a dog named Kobe — a 2-year-old pittie that is the nicest dog you’ll ever meet! When he’s not working you can find him playing sports or watching a Broncos, Rockies, Nuggets, and Avalanche game. He currently plays on an adult men’s baseball and softball team.
Jenny was born and raised in Colorado, growing up mostly in Canon City. As a kid, she likes being outdoors. She comes from a family of campers and was always outside playing with her siblings and finding new adventures.
She graduated from the University of Colorado at Colorado Springs. She earned a Bachelor of Science in Business with an emphasis in accounting. She has always had an analytical mind, has been good with numbers, valued rules, and organization. She loves that accounting allows her to use these qualities and skills to help people and organizations reach their goals.
Jenny is married to her husband, Nate. They have 2 dogs. They are also very close to their extended family and their collection of nieces and nephews which continues to grow. In their free time, they try to go to as many concerts as they can. Jenny also enjoys reading, being outdoors, hiking with the dogs and camping with family.
Jaynee grew up in Lusk, WY, on her family’s ranch. She loved riding horses and speding time outside and playing basketball.
She went to the University of Wyoming and graduated with a Business Administration degree. She loves tax because it is ever-evolving. Helping small business owners navigate compliance and strategy is so rewarding to her.
When Jaynee is not working, you can find her spending time with her husband toddler son and their fur-friend. They like to camp, fish, hike and hunt. They also enjoy spending weekends on the ranch in the summer.