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!

Update: We are pausing all consultations until May 2023 to focus on tax return preparation. Please call around Mother's Day.

Name (required)

Email (required)

Phone Number (nice to have)

State

Business Name

Message

As of November 2022, WCG is no longer accepting new clients with some exceptions.

Our consultation fee is $250 for 40 minutes with a Partner or an experienced Tax Manager. If we decide to press forward with a Business Advisory or Tax Patrol Services engagement, we will credit the consultation fee towards those services. If you don’t need convincing and already want our services and you simply have some housekeeping questions, we answer those at no charge. Charging a consult fee to tell you how great we are is not cool.

Consultations are scheduled on weekdays during the work day. Yes, we can accommodate other days and after-hours, but those are reluctantly agreed to after some eye-rolling and complaining. Additionally, our schedules are more compressed during January through April. Consultations are designed to

Provide instruction and offer solid guidance on most tax matters.
Determine if we are a good fit for each other, and how an engagement with our team looks.
Refer you to other professionals should WCG be unable to help directly.

Shockingly we actually return all consultation requests via email or perhaps a phone call (if the moment strikes us). No black holes here!