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Why WCG CPAs & Advisors Is Different (Planning-First CPA Firm for Real People)
Table Of Contents
Why WCG CPAs & Advisors Is Different (Planning-First CPA Firm for Real People)
- “My old CPA just filed the return and sent a bill.”
- “I only heard from them at tax time.”
- “I asked about strategy and never got a straight answer.”
- “They told me I was too small for tax planning.”
A little mea culpa- In the early days, WCG was not much different. We were tax prep focused. Didn’t tend to tax strategy as we should have. Among other things.
It was August of 2012 when Tina and Jason left the basement to get serious about our firm. We listened, pivoted and made mistakes along the way. This is evolution, and WCG has compressed the evolution cycle better than most CPA firms. And we learned a resounding theme- People don’t just want a tax preparer. They want a proactive, consultative CPA firm that explains things clearly, helps them plan ahead, and removes the anxiety of not knowing what’s coming.
That’s the space WCG CPAs & Advisors intentionally occupies.
We’re not historians of your financial past — we’re collaborators in your financial future. Yes, we prepare tax returns, process payroll, compile financial statements, and maintain compliance, but the real value is our year-round tax planning, small business tax strategy, real estate tax expertise, and hands-on advisory that clients say they’ve never experienced before.
This is the “missing middle” of the tax world — and WCG was built to serve it. Ok, not entirely true. We initially built WCG not knowing where we were going, but we quickly set our sights on where we are today.
We Start With Understanding You (Not Just Your Documents)
Most CPA firms start by asking for documents. We start with your story so we can understand what you need, and how we can help. 55% of our business is advisory in nature with 45% being purely transactional tax return preparation. We are agnostic to which side of the room you want to sit on, but we need to know because if we apply a transactional approach to an advisory engagement, things break. Advisory, and specifically tax strategy, thrives when you story is understood-
- What are you building over the next 12–24 months?
- How predictable is your income — steady, seasonal, or “lumpy and bumpy”?
- Are you focused on reducing taxes now, later, or strategically over time?
- How much complexity and risk are you actually comfortable with?
This consultative approach changes everything. We don’t guess. We plan, model, explain, and decide with you.
Proactive Tax Planning: Projections, Advisory, Strategy
The tax world is full of last-minute December scrambles — buying equipment you don’t need, writing checks out of panic, or making rushed decisions.
That’s not planning. That’s triage. WCG divides tax planning into three structured layers to match where you are in the decision process:
- Tax Projections (“Your Facts, Your Tax”). We build a mock tax return using your actual data—wages, business income, rentals, and retirement. This eliminates surprises and clarifies exactly what you owe.
- Tax Advisory (The “Should I?” Questions). This is decision-focused planning. Should you run payroll at $100k or $150k? Buy the vehicle now or in January? Cost-segregate the new property? We tailor these answers to your cash flow and risk tolerance.
- Tax Strategy (The Long Game). This is multi-year modeling. We look at Roth conversions, real estate timelines (like 1031s or STR-to-LTR conversions), and entity structuring. This is where clients finally understand the why and when, not just the what.
Hands-On Guidance From Real Humans (Not a Black Hole Inbox)
Clients often tell us that the worst part of working with previous firms wasn’t the tax return — it was the communication. WCG is intentionally built differently. You don’t just get a CPA. You get a team, including:
- a partner or tax manager leading strategy conversations
- supervisors managing details and execution
- specialists for multi-state, STR/REPS, PTET, expats (learn about our rental expert pod)
- support staff who actually answer the phone without a phone menu and the associated nonsense
And the way we communicate matters:
- If your question is quick, email works great.
- If it needs explanation, we call you.
- If it’s a big decision, we schedule time and usually a video conference.
Every major step gets a recap email so nothing slips through the cracks.
Small Business Owners Are the Heart of Our Firm
WCG is built around the daily realities of the modern entrepreneur. Whether you are a doctor, attorney, or engineer running a practice, a freelancer navigating 1099 life, or a good old-fashioned widget maker, we speak your language.
We understand that for you, business isn’t just about revenue; it’s about the ecosystem where tax law meets cash flow. We navigate the complexities that trip up most generalist firms:
- The Mechanics. We know how to perfectly time an S Corp election, calculate reasonable salary accurately (so you stay compliant without overpaying), and structure one business—or three—without unnecessary complexity.
- The Interactions. We understand exactly how payroll impacts your QBI deduction, health insurance deductibility, and 401k contribution limits.
- The Cash Flow. We get the stress of “lumpy” income patterns in commission businesses and the cash-flow challenges of catching up on short-year payroll.
Small business tax planning is not a side service for us. It is the core of what we do.
Real Estate Tax Strategy — Practical, Not Over-Engineered
Real estate is a major wealth-building and tax-planning tool for many of our clients. We work with everything from entity structures and rental startup costs to material participation testing, cost segregation studies, short-term rental loophole, real estate professional status, and 1031 exchanges. Let’s not forget operational considerations like repairs and improvements including the rental property safe harbors.
But our approach is always grounded in practical reality, n
The goal isn’t to win a cocktail party bragging contest. The goal is wealth-building with smart tax strategy.
Besides, those who have money never have to brag about having money.
Where WCG Fits in the Marketplace (The Missing Middle)
The tax and advisory marketplace is oddly polarized.
On one end: Inexpensive compliance shops. Perfect for simple W-2 tax returns, but not built for business owners, real estate investors, and high W-2 earners who need more.
On the other end: The Heavy Hitters. (And yes, we are going to candidly explore the bookends of our marketplace).
- Hall CPA. A well-respected, premium real estate firm. They are excellent for large portfolios and syndications but often priced and structured for clients operating at a scale far beyond the typical high-earning household. Scale is just a number—150 rentals might be simpler than 12. More is not complication. More is simply more.
- Anderson Business Advisors. Known for big blueprint plans, trusts, and multi-entity diagrams. Many prospects describe feeling overwhelmed by the complexity. Is it an illusion of precision? Maybe. Do you need it? Unlikely.
- Top 20 CPA Firms. World-class when you’re a corporation or private-equity fund. But their fee structures simply don’t make sense for most successful six-figure households.
Then there’s everyone else — seasonal preparers, budget firms, or generalist CPAs who may be great at filing tax returns but are not built for proactive, multi-layered planning.
Staying Grounded, The Center
We try to keep some basics in mind as position ourselves in the missing middle-
Just because something costs more doesn’t make it more valuable — selling scarcity in the land of abundance is marketing. Complicated tax strategy isn’t more valuable or impactful- it is just complicated. Simple tax strategy can have a huge impact, and the low cost of execution should not diminish the value. Sure, not sexy at the cocktail party but money is money no matter how many hoops you jumped through to save (or earn). Keep in mind that the person who can write a $500,000 check to the local soup kitchen and not say a word to anyone is the person you want to hang out with.
Form over substance is a real concern. A lot of exotic Venn diagrams with this owning that and that owning these can easily be viewed by a court as form without substance, and basically nonsense. Don’t get caught up in the madness or the bragging rights of some crazy tax scheme. If it takes a slide deck and a 4-hour presentation to explain it, you probably don’t need it. Good ideas don’t take a lot of explanation- they become clear and obvious easily and quickly.
The “Vacuum” We Fill
There is a large population stranded between the budget tax shop and the multi-national firm. Across more than 3,500 households, WCG’s average adjusted gross income for the 2025 tax year is $399,000—a perfect snapshot of this “missing middle.”
People at this income level have complex tax lives (business + high W-2 + rentals + investments) and meaningful tax-savings opportunities, but they want practical strategy, not over-engineered structures.
On paper, our clients look different—W-2 professionals with RSUs, freelancers with S Corps, and real estate investors scaling their portfolios. But they all share one thing: Their financial lives have outgrown simple tax prep.
They aren’t looking for a historian. They’re looking for a relationship with a firm that explains taxes in plain English, anticipates issues, and respects both their time and their money.
That’s WCG.
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