Nuts and Bolts of the S Corp Election

We have hired a Rock Star but the secret isn’t out yet. Rest assured that this person is amazing, and will be a wonderful addition to your WCG team! For a fast fifty bucks we could probably leak it out.

Hailing from Tucson, Arizona, Nate moved to Golden, Colorado, in high school where he played soccer. He went to the University of Colorado at Boulder and enjoyed business classes like accounting, finance and marketing.

Nate owned his own business for many years before deciding to return to accounting. He likes being able to provide solutions to problems and advising people on their financial questions and decisions. He looks forward to working with individuals, corporations and expats! Looks like he is in the right place!

When he is not at WCG, he enjoys watching sports, golfing, hiking, and spending time with his wife of nearly 18 years and his 9-year-old daughter. They are looking to get a dog later this year. His daughter has other plans though. She also wants a turtle, but they haven’t taken that plunge.

Growing up in Colorado, Kate has never wanted to live anywhere else. Colorado has no shortage of places to explore and she hasn’t been bored yet. Her next purchase is going to be a good camera to capture the beauty she gets to see every day.

In college, Kate studied post-production in film school, but in her early 20’s, accounting called and she has never looked back. She has always wanted to be in a field where she can help people accomplish their goals and make their dreams reality. She wants our clients to view her as a part of the team that will make that happen. When they succeed, she succeeds. Her current goal is to earn her Enrolled Agent certification to help clients navigate everything, including their taxes.

You can usually find Kate, her husband and their daughter traveling in the off-season. If they are not going international, they are taking in the views of our state while camping and boating.

Joab was born in British Columbia, Canada. He is one of seven kids in a large family. He grew up in Colorado Springs and enjoyed sports, HTML coding and videography.
He is currently a Senior at the University of Colorado at Colorado Springs and pursuing his CPA. He chose accounting because “it is the financial engine of business,” and he enjoys helping business owners truly understand their numbers to make educated financial decisions.

When Joab is not in the office, he enjoys reading, lifting weights, and Brazilian Jiu-Jitsu.

Chelsea grew up in Marlborough, Connecticut, staying busy with Girl Scouts, dancing, sports and arts and crafts. Both of her parents were small business owners, which is where her fascination with accounting and business began.

She went back to college while also being a stay-at-home mom to pursue a degree in accounting. Her next endeavor is to study and take the EA exams while working along some of the best in the field (We hope she’s talking about us).

When Chelsea is not working, she is spending time with her husband, 4-year-old son and their puppy. They enjoy traveling, getting outdoors, going to sporting events and supporting her son at his soccer and hockey games. If she gets a moment alone, you can find her doing something relaxing like reading, binge-watching Netflix or getting crafty.

Kelli is a Colorado native, but she also calls herself a Colorado Springs native. She has lived in this beautiful city her entire life. She grew up playing outside as much as she could. Getting her homework done as soon as she could so that she could go hang out with friends. She thought she wanted to be a teacher, but a creative bug bit her in high school while she was part of the yearbook staff. Journalism was calling her name.

She graduated from the University of Colorado at Colorado Springs, with a BA in Communications-Recording Arts. Her favorite classes were video editing and graphic arts classes, which have both helped to take her to the next level in each step of her career. She recently joined WCG and is excited to spread the word about them and everything they have to offer.

When she is not in the office, she is at home spending time with her family. She is married, has a daughter in preschool and three boxer dogs. The house is only quiet when everyone is sleeping. Being a mom is her hobby. She doesn’t take it for granted and if she’s not cleaning up her daughter’s messes, she is helping create them. Kelli loves being a mom.

Andy comes to us from Houston TX, where he was raised by CPAs. He graduated from The University of Houston with a BA in Accounting and received his CPA license in 2017 while balancing working at his father’s corporate tax firm.  He is very excited to be joining the WCG team as he is always looking to grow, learn, and be challenged!

He moved to Colorado Springs in March 2017 with his beautiful and loving girlfriend of 5 years and his crazy cat. He likes to hunt, collect coins, work on his truck, travel, and keep up with his friends through fantasy football – GO TEXANS!

Sam Pfennigs was born in Colorado Springs, Colorado, and his love for the community and beautiful scenery has kept him here ever since. As a senior in high school, he decided that an accounting career was fit for him based on his desire to help others and solve complex problems. Sam is currently wrapping up his undergraduate studies at The University of Colorado, Colorado Springs, and plans on rolling right into a Master’s program in accounting. He also plans on getting his CPA license as soon as he is qualified to do so… oh… and… right after passing that pesky exam.

Sam has previous experience leading a successful footwear team at Dick’s Sporting Goods, and he is excited to transfer his leadership and problem solving skills acquired at Dick’s to his new accounting profession.

When Sam is not working hard or studying for classes, he enjoys working out and playing basketball as often as he can. He also enjoys spending time outdoors, especially on the lake or in the beautiful Colorado mountains.

Amanda will be the first to tell you she loves organization, efficiency and a fast-paced environment. This brought her to WCG (formerly Watson CPA Group) during tax season four years ago and she never left! Amanda originally joined the team as a tax admin, but has found her passion as the business development team manager. During her work day she wears many hats and enjoys moving from one project to another – never a dull moment at WCG Inc!

Gil was raised in the San Luis Valley (Southern Colorado) and graduated from Adams State University. He choose the accounting industry because he had a favorite professor (Sheryl Abeyta), who advised him to be an accounting major (was that advice or a sentence?).

Gil was raised working on the family farm (alfalfa and livestock) and his hobbies include gardening, cooking, making kombucha and camping.

Stephanie joined our team at the peak of tax season in 2018 upon returning back to her native Colorado Springs after a 3 year stint in North Carolina.
Stephanie graduated in 2011 with a degree in Criminal Justice and attended a combination of Pikes Peak Community College and Colorado State University.

Following her school years, Stephanie dedicated herself to her family and being a devoted Army wife. After 6 years as a stay at home mom, she knew she wanted/needed to go back to the outside workforce and debated between Victim’s Advocacy and Accounting. Her self-proclaimed OCD, and love of spreadsheets, and number crunching led straight to the accounting world… and straight to WCG.

When she’s not busy crunching numbers at work, Stephanie is at home doing her best to manage her household of growing kids, crazy pets, and her active duty husband who is frequently called away on military missions (only 6 more years!!!). When she does find a rare moment of peace, she enjoys cuddling up in bed and binge watching Netflix.

Amy is a Colorado native, born and raised in Colorado Springs.  She has lived in several places in Colorado such as Leadville, Denver, Lakewood and Morrison, but never strayed too far. Not long ago she graduated from Palmer High School in Colorado Springs and then attended Metro State College in Denver.

Amy didn’t necessarily “choose” the accounting industry. She meet Jason and other wonderful employees, and found out that this company was the place she wanted to be (we are super happy she found that out too)! I have many years of administrative experience and look forward to many more at WCG.

In her other life outside of  WCG, Amy has two children.  Amy’s son is 13 and my daughter is 9 (as of 2019).  Her husband has worked for Children’s Hospital, in IT, for over 11 years and they love many outdoor activities including snowboarding/skiing, swimming and riding off road motorcycles.

Christi graduated from UCCS in 2006 with a Bachelor’s degree in Accounting with a minor in Finance. She has worked for two CPA’s where she processed payroll, payroll tax reports, bookkeeping and tax work including administrative duties before coming to WCG Inc.

When she’s not at work Christi loves to do Crossfit, and spend time with her two daughters and dog.

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