Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
Designed for rental property owners where WCG CPAs & Advisors supports you as your real estate CPA.
Everything you need from tax return preparation for your small business to your rental to your corporation is here.
WCG’s primary objective is to help you to feel comfortable about engaging with us
Posted Saturday, September 15, 2018
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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.
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.
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.
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.
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.
There are three major wealth considerations- accumulation, preservation and transfer. Seems simple, right? It might be.
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.
Most people have a pretty good handle on personal finance and basic retirement savings, and while the principles are generally the same…
Just because you make investment choices within your retirement accounts, does not mean they are self-directed.
There are self directed IRA rules, and several make sense but there are two insidious problems namely UBTI and UDFI.
Rental properties can be great investments and offer some ways to shelter your taxable income through rental deductions.
Here are some other things we do such as business valuations and divorce settlement agreement analysis, including other retirement and life considerations.
Most people have a pretty good handle on personal finance and basic retirement savings, and while the principles are generally the same…
A marriage is an agreement or perhaps a contract, and it seems interesting that another agreement is necessary to end the original one.
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.
Your divorce lawyer just handed you a signed and fully executed divorce settlement agreement or divorce decree…
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.
When is the last time your financial advisor discussed fees? Sure, they probably did it in a round about way- they are required to.
Secure your future today—smart financial planning lays the foundation for tomorrow’s success.
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Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.
Tired of maintaining your own books? Seems like a chore to offload?
hey there, we are super cool. contact us.
The tax advisors and business consultants at WCG 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.” Yes, it is fun to brag about how complicated your world is at cocktail parties, but let’s not unnecessarily complicate it for the bragging rights.
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.
Taxes are complicated. We make them simple. Get in touch with a pro here at WCG!
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
Designed for rental property owners where WCG CPAs & Advisors supports you as your real estate CPA.
Everything you need from tax return preparation for your small business to your rental to your corporation is here.
WCG’s primary objective is to help you to feel comfortable about engaging with us