business consultation

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!

Let’s chat!

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.

Appointments are typically held through Microsoft Teams and are scheduled on weekdays during the work day. Yes, we can easily accommodate nights and weekends, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during tax season (who would have thought, right?).

Shockingly we will return all appointment requests via email with 24-36 hours weather-permitting, or perhaps a phone call (if the moment strikes us). No black holes here! In a hurry, please call us at 719-387-9800 or use our chat service in the lower right corner or the button below.

Text WCG Offices
Call Our Amazing Team
Chat With A Tax Pro

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.

Year-End Tax Planning
Tax Reduction Strategies
Business Tax Deductions
Periodic Business Review (PBR)
Reasonable S Corp Salary
Self-Employed Retirement

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.

Late S Corp Election to January
Section 199A Deduction
Business Tax Deductions
Reasonable S Corp Salary
S Corp Questionnaire
Auto Purchase Questionnaire

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!