Small Business Consultation

Posted Saturday, November 7, 2020

WCG offers expert small business consultation in-person, by telephone or via videoconference. We love video- faces, inflections, all the good stuff for our long distance clients. Heck, even people in the same building seem to prefer a phone call or videoconference.

Update: We are pausing all consultations until May 2023 to focus on tax return preparation. Please call around Mother's Day.

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As of November 2022, WCG is no longer accepting new clients with some exceptions.

Our consultation fee is $250 for 40 minutes with a Partner or an experienced Tax Manager. If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services. If you don’t need convincing and already want our services and you simply have some housekeeping questions, we answer those at no charge. Charging a consult fee to tell you how great we are is not cool.

Consultations are scheduled on weekdays during the work day. Yes, we can accommodate other days and after-hours, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during January through April. Consultations are designed to

Provide instruction and offer solid guidance on most tax matters.
Determine if we are a good fit for each other, and how an engagement with our team looks.
Refer you to other professionals should WCG be unable to help directly.

Shockingly we actually return all consultation requests via email or perhaps a phone call (if the moment strikes us). No black holes here!

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. In general, we try to touch on high level issues such as-

tax savings, planning and income modeling
S Corp election and operating as an S corporation (including late S Corp elections)
Tax Cuts & Jobs Act of 2017 and Section 199A deductions (still relevant in 2020)
small business fringe benefits and deductions
expense reimbursements and the Accountable Plan
industry analysis and peer to peer comparison
health insurance, ACA compliance and long-term care
executive and fringe benefits
business liability
partnership agreements, corporate structures and ownership layering
retirement plans including solo 401k plans, defined benefits pensions and self-deployed annuities
asset protection and trusts, estates and probate

The buttons below link to our Periodic Business Review (PBR) Agenda, Financial Tune Up Agenda and our year-end tax planning tutorial for creating talking points. We use these throughout the year as a checklist for our business clients. We can also use it for any type of business consultation.

Periodic Business Review Agenda

Financial Tune Up Agenda

End of Year Tax Planning

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 Jan 2020

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!