CPA for Attorneys

Strategic Tax Planning and Preparation for Attorneys

You know how you love finding loopholes in contracts? We do the same thing — but with the tax code.

WCG CPAs and Advisors specializes in attorney tax strategy. From partner distributions to deductible firm expenses, we know how to keep you compliant and clever. We’ll plan ahead so you can pay less, stress less, and keep more of what you earn.

Tax law is our courtroom, and your bottom line is our client.

Law Firm Bookkeeping and Accounting Services

Clean books aren’t just nice to have — they’re the foundation of every smart business decision you make.

We’ll handle every transaction, reconciliation, and report so your financial data is accurate, on time, and 100% understandable. (Because “miscellaneous expense” is not a category we accept.)

With WCG CPAs and Advisors, you’ll never look at your profit and loss statement like it’s written in another language again.

IOLTA and Trust Account Management

Trust account compliance isn’t optional — it’s sacred.

We manage your IOLTA and trust accounts with meticulous care, ensuring every dollar is traceable and reconciled monthly. You’ll always be audit-ready — and yes, we’ll explain what “three-way reconciliation” actually means without making your eyes glaze over.

Outsourced CFO and Advisory Services for Attorneys

Not every firm needs a full-time CFO — but every firm needs CFO-level strategy.

Our Outsourced CFO services give you executive-level financial insight without the executive-level salary. We’ll help you analyze KPIs, forecast cash flow, and plan for expansion.

Think of WCG as your financial co-counsel — there when you need expertise, not overhead.

Personal Financial Planning for Attorneys and Partners

Lawyers often spend their careers protecting other people’s futures while ignoring their own. We fix that.

We’ll help you design a personal financial strategy that matches your ambition — retirement planning, tax-efficient investing, and long-term wealth building.

Because yes, you deserve to have both a thriving firm and a comfortable life.

Payroll, Compensation, and Partner Distributions

Payroll mistakes can turn your office into a courtroom drama. We’ll handle everything from employee pay to partner draws with accuracy and transparency.

Whether you’re running a two-person practice or managing a growing team, WCG CPAs and Advisors ensures everyone gets paid correctly — and the IRS stays happy.

Law Firm Technology & Software Integration (Clio, QuickBooks, etc.)

Your tech stack should make your life easier, not harder. We’ll integrate your practice management and accounting systems so everything talks to each other — Clio, QuickBooks, Gusto, you name it.

If it tracks time, money, or billable hours, we can make it play nice with your accounting.