Small Business Consultation

Posted Wednesday, January 3, 2024

WCG CPAs & Advisors has provided worldwide tax preparation and business advisory services from our Colorado Springs offices since 2007. Given our unique expertise and the efficiency of virtual yet authentic relationships, we have pioneered the online tax accountant presence for nearly two decades.

How are we different? Easy! We take a consultative approach to our client relationships. We have the experience of a big CPA firm without the stuffiness. WCG will be your advocate by putting you in a position to make informed decisions as you travel through the ebbs and flows of your financial life… sounds like a cheesy intro to a soap opera, right? But so true!

Small Business Consultation Agenda

What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics.

With over 50 full-time professionals including Certified Public Accountants (CPA), Enrolled Agents (EA), Certified Financial Planners (CFP) and a whole gaggle of wonderful support staff on your team, WCG CPAs & Advisors consults with small business owners and tax clients on riveting topics like these-

For business owners, our Periodic Business Review (PBR) is a wonderful agenda and is a good place to start. For families who are looking for ways to minimize taxes and plan for the future, our Tax Planning and Financial Tune Up Agenda is an equally good place to start.

For everybody, our “Am I doing everything?” checklist is another wonderful tool to explore tax reduction strategies.

Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.

Click on the buttons below to read about our tax planning and business consultation services including Period Business Reviews, Tax Reduction Strategies, Year-End Tax Planning, among other exciting information. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation and plan execution is necessary to stay ahead of the tax obligations and changing tax code.

tax planner

Year-End Tax Planning

Explore smart tax strategies to wrap up the year right—and set the stage for a strong financial start in 2025.

expat tax advisor

Tax Reduction Strategies

Discover practical, legal strategies to minimize your tax burden while building long-term financial strength.

accountants near me for taxes

Business Tax Reductions

Learn which tax deductions you can (and can’t) take as a business owner—and how to keep it all IRS-compliant.

tax advisory near me

Periodic Business Review (PBR)

Uncover powerful deduction strategies and financial insights through our hands-on Periodic Business Review (PBR).

tax consultant near me

Reasonable S Corp Salary

Understand how to pay yourself from your S Corp—balancing tax savings with compliance.

accounting services for small business

Self-Employment Retirement

Maximize your retirement savings as a business owner with flexible, tax-advantaged Solo 401(k) strategies.

Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.

And as Clint Eastwood once said in Dirty Harry, A man’s got to know his limitations. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.

Additional Conversation Fodder

Click on the buttons below to read about our business consultation services including Period Business Reviews and Year-End Tax Planning. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation is necessary to stay ahead of the tax obligations and understand business nuances.

wcg inc

Late S Corp Election to January

Missed the deadline? No worries—make a late S Corp election and still cash in on the tax savings.

tax consultant near me

Section 199A Deduction

Learn how the QBI deduction can deliver huge tax breaks for small business owners—rules and strategies included.

accountant for taxes

Business Tax Deductions

Discover what deductions you can’t take—and how to get the most out of the ones you can.

tax consultant near me

Reasonable S Corp Salary

Understand how to pay yourself from your S Corp—balancing tax savings with compliance.

tax accountants close to me

S Corp Questionnaire

Ready to become an S Corp? Fill out our quick form to get started on your tailored election strategy.

tax advisors near me

Auto Purchase Questionnaire

Thinking of buying a vehicle through your business? Complete our auto questionnaire to make the smartest move.

Engagement

It is challenging to discern when an interview BY the client turns into free advice FOR the client. And more importantly we are bound by the IRS, State of Colorado and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.

To set up an appointment, please call our offices or use the form above. Thank you in advance for time, and we look forward to working with you!

wcg tax
Tax Planning Season

Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

Tax Planning Services
tax strategist
Bookkeeping Services

Tired of maintaining your own books? Seems like a chore to offload?

Accounting Services

Professional Consultation

Did you want to chat about this? Do you have questions about Small Business Consultation? Let’s chat!

The tax advisors and business consultants at WCG are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.” Yes, it is fun to brag about how complicated your world is at cocktail parties, but let’s not unnecessarily complicate it for the bragging rights.

Let’s chat so you can be smart about it.

We typically schedule a 20-minute complimentary quick chat with one of our Partners or Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax prep, and more importantly tax strategy and planning?

Should we need to schedule an additional consultation, our fee is $250 for 40 minutes. Fun! If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services.

Text WCG Offices

Text WCG Offices

Need to get in touch through a quick text?  We’ll respond back as soon as we can!

Call Our Team

Call Our Amazing Team

If you need to speak to someone, we’re good listeners!  Give us a call and we’ll help you out!

Chat with a Tax Pro

Chat With a Tax Pro

Taxes are complicated.  We make them simple.  Get in touch with a pro here at WCG!

We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away.

N. Sellden

See Review
After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

See Review
After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

See Review