WCG Other Services Portal

Posted Saturday, September 15, 2018

Welcome to our Other Services Portal. We are a business advisor and tax consultant firm, and we are built on a tax chassis, but we also provide other support services such as financial planning, small business retirement services, divorce analysis and litigation support, business valuations, estate planning, and other stuff. Some of these services we can provide directly while others are primarily done by others (attorney, financial advisor) with our supporting expertise.

General Retirement Planning

The biggest problem in retirement planning is the lack of planning. People don’t plan to fail, but many fail to plan. Determine your objectives. Know your limitations. Review your options. Additionally, many small business owners want to implement a retirement plan such as basic IRAs, solo 401k plans, cash balance plans or defined benefits pensions. However, the choices are crazy and the tax implications are unknown. WCG can help you make informed decisions.

401K Disadvantages

Many people want to contribute to an employer’s 401k plan, and after careful consideration by your financial advisor it might be wise to do so.

401K Rollover Options

It doesn’t take much of a Google search of 401k rollover options to find three basic options, with a ton of exceptions and pitfalls.

College Savings Ideas

There are several ways to do this beyond the traditional college 529 plan which appears to be the default favorite among parents and financial advisors.

Retirement Tax Bomb

There are three major wealth considerations- accumulation, preservation and transfer. Seems simple, right? It might be.

Tax Deferral vs Saving

Tax savings comes in four variants- you can lie, cheat and steal, or you can understand the allowances and wiggle room afforded by the IRS code.

Business Retirement

Most people have a pretty good handle on personal finance and basic retirement savings, and while the principles are generally the same…

Self Directed IRA

Just because you make investment choices within your retirement accounts, does not mean they are self-directed.

SDIRA Problems

There are self directed IRA rules, and several make sense but there are two insidious problems namely  UBTI and UDFI.

Rental Properties

Rental properties can be great investments and offer some ways to shelter your taxable income through rental deductions.

Other WCG Services and Considerations

Here are some other things we do such as business valuations and divorce settlement agreement analysis, including other retirement and life considerations.

Business Valuations

Most people have a pretty good handle on personal finance and basic retirement savings, and while the principles are generally the same…

Divorce Settlement

A marriage is an agreement or perhaps a contract, and it seems interesting that another agreement is necessary to end the original one.

Divorce Analyst

When you consider divorce, or if you know someone who is contemplating divorce, the first thing that comes to mind is attorneys, followed closely by money.

Life After Divorce

Your divorce lawyer just handed you a signed and fully executed divorce settlement agreement or divorce decree…

Choosing Financial Advisor

An advisor can be anyone. Most of us had our first brush with an advisor in high school, and from there you’ve probably been exposed to several advisors.

Fee Only Planner

When is the last time your financial advisor discussed fees? Sure, they probably did it in a round about way- they are required to.

Financial Planning

Secure your future today—smart financial planning lays the foundation for tomorrow’s success.

Wealth Management Firms

When it comes to wealth management firms there are lots of fish in the sea.

POA Forms Benefits

Ensure your medical wishes are honored when it matters most.

Asset Protection Trusts

Safeguard what you’ve built for future generations.

Wills and Probate

Take control of how your estate is handled and who benefits.

Stock Market Volatility

Navigate uncertainty with smart, resilient investment planning.

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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
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Bookkeeping Services

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

Accounting Services

Consultation

hey there, we are super cool. contact us.

The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors 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.”

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 our amazing 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 strategy and planning? Rental property support?

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Text WCG Offices

Need to get in touch through a quick text? We'll respond within a day.

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Call Our Team

Need to speak to a tax professional now? Give us a call 719-387-9800 and we'll get you connected.

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Chat With a Tax Pro

Taxes can be tricky. Chat with a WCG human now and get questions answered.

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

L. Matisek

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

N. Sellden

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As a novice business entrepreneur they provided me with the tools to both structure and tax my business efficiently

Mayon Hight

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They've made my taxes a breeze and are worth every dime I pay them for the peace of mind their services provide.

Lynn Shannon

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The good folks at WCG have impressed me, as being highly competent, patient & friendly.

Fred LeBlanc

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They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!

Nic J

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For nearly nine years, I have had the privilege of working with WCG and their team of exceptionally knowledgeable and experienced CPAs.

Alex Hickman

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Amanda - WCG CPA - You guys have been invaluable in helping us get this business and tax planning setup properly and executed correctly.

Lance Dodd

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WCG is extremely knowledgable, timely and attune to the unique aspects of our businesses.

Carl Protsch

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WCG CPAs are professional and a pleasure to work with.

Nakapan P.

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They go beyond the call of duties to assist me not only with Tax return matters but with any questions on other personal and company tax matters.

Juan Mayorga

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I've always dreaded tax season, but WCG has made things so easy, even as we changed to an S corp. So happy we found them!

Paige de Kock

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It was great to find an accounting firm eager to take on new clients, answer initial questions in depth, and support our “keep it simple” philosophy.

Stuart B.

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Working with WCG was so easy, shout out to Sally Rhoades who handled my complicated tax situation this year wonderfully and was available for all my questions.

Stefani Cinto

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I am so thankful to be a client of WCG CPAs & Advisors.

Carol Kersten

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It's a wonderful and rare treat to find a company like WCG these days with their high level of service, personal approach, and deep knowledge of accounting.

Jeffree Hilton

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Such a great firm. Great communicators, great attention to detail and overall great people.

Jeff Owens

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