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

401K Rollover Options

College Savings Ideas

Retirement Tax Bomb

Tax Deferral vs Saving

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.

Choosing Financial Advisor

Fee Only Planner

Financial Planning

Wealth Management Firms

POA Forms Benefits

Asset Protection Trusts

Wills and Probate

Stock Market Volatility

Consultation

Need some help with small business retirement? Or just retirement in general? Have questions about college savings? Let’s chat!

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.

Appointments are typically held through Microsoft Teams and are scheduled on weekdays during the work day. Yes, we can easily accommodate nights and weekends, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during tax season (who would have thought, right?).

Shockingly we will return all appointment requests via email with 24-36 hours weather-permitting, or perhaps a phone call (if the moment strikes us). No black holes here! In a hurry, please call us at 719-387-9800 or use our chat service in the lower right corner or the button below.

Text WCG Offices

Call Our Amazing Team

Chat With A Tax Pro

WCG CPAs & Advisors is a full-service CPA firm located in Colorado providing business advisory and tax planning services worldwide.