Our Service Offerings

Advisory Services

Succession Planning Services

Comprehensive succession planning to ensure a smooth ownership transition and protect your business legacy.

Business Growth Advisory

Financial and tax strategies that help businesses scale efficiently while improving profitability and compliance.

Real Estate Tax Advisory

Expert guidance on tax strategies for property acquisitions, investments, exchanges, and ownership structures.

Retirement Tax Planning

Tax-efficient retirement strategies designed to preserve wealth and optimize retirement income.

Tax Planning Advisory

Strategic tax planning to minimize liabilities, maximize savings, and support your long-term financial goals.

Tax Return Preparation

Business Entity Support

Corporate Governance Services

Supporting corporate governance through compliance, organizational records, and ongoing entity maintenance.

Business Dissolution Services

Managing business dissolutions, state filings, and compliance requirements for an orderly business closure.

Multi-Entity Structuring

Designing strategic business structures for liability protection, tax planning, and long-term growth.

Foreign Qualification Services

Registering businesses to legally operate in additional states while meeting state compliance requirements.

Business Entity Conversion

Converting business entities to support growth, tax efficiency, and changing operational needs.

Annual Report Filing Services

Managing annual reports and state compliance filings to keep your business in good standing.

Operating Agreement Services

Preparing customized operating agreements that define management responsibilities, and business operations.

EIN Registration Services

Obtaining Employer Identification Numbers for banking, payroll, tax filing, and business operations.

S Corp Election Services

Preparing and filing S Corporation elections to maximize tax savings and maintain IRS compliance.

LLC Formation Services

Forming LLCs with state filings, compliance guidance, and strategic business structure recommendations.

Tax Center

Year End Tax Planning

Year-end tax planning helps you identify opportunities before December 31 to reduce your tax liability.

Track Refund

Check the status of your federal or state tax refund after your return has been filed..

Tax Return Extension

A tax return extension gives you more time to file, but not more time to pay.

Tax Patrol Services

Tax Patrol is a wonderful tax service for those who don’t need all the business advisory bells and whistles, but

Tax Help

Our specialized knowledge of IRS tax settlement and audit procedures means proper representation of your interests before the IRS or

Tax Deferrals

Many taxpayers walk into our offices at WCG and tell us they want to pay fewer taxes. Who doesn’t? We

Sending Docs Checklist For Business Entities

Use this checklist to gather up all the data needed for accurate and timely tax return preparation of your business

Sending Docs Checklist For 1040

The quality of your tax return and the timeliness of its preparation depend strongly on obtaining all your tax documents

Rental Property Taxes

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

Personal Tax Prep

We think of our fees as easy, medium and hard (we’re from Colorado, so we think in green circles, blue

Pay Online

Safely and securing view your invoices and make payment for tax return preparation and other services.

Investor Patrol Services

WCG is happy to offer an additional service for our clients. On one hand we have our Business Advisory Service

Home Office Deduction

The home office deduction can provide valuable tax savings when IRS requirements are met.

Getting Started Biz

Here is a quick list of the necessary steps to have WCG CPAs & Advisors prepare your small business tax returns.

Getting Started

Here is a quick list of the necessary steps to have WCG CPAs & Advisors prepare your individual tax returns. Important dates

Expat Taxes

If you are a US citizen or a resident alien of the United States and you live abroad, you are

Engagement Estimated Payments

Accurate estimated tax payments come from proper tax planning. There is nothing worse than the fear of the unknown since

Engagement

The IRS, American Institute of Certified Public Accountants (AICPA) and our Professional Liability Insurance provider are getting more stringent on

eFile Authorization

Authorize us to electronically file your return safely and efficiently.

Consultation

WCG CPAs & Advisors has provided worldwide tax preparation and business advisory services from our Colorado Springs offices since 2007.

Other Services

Wills and Probate

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

Wealth Management Firms

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

Stock Market Volatility

Navigate uncertainty with smart, resilient investment planning.

Self Directed Ira

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

Retirement Planning

A well-designed strategy can help preserve wealth and maximize retirement income.

Problems With Self Directed Iras

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

Power Of Attorney Documents

Power of Attorney documents ensure someone you trust can make decisions when you can’t.

Life After Divorce

Divorce can have lasting tax and financial implications beyond the final agreement.

Financial Planning

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

Fee Only Financial Planner

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

Educational Savings

There are several ways to do this beyond the traditional college 529 plan which appears to be the default favorite

Divorce Settlement

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

Divorce Financial Analyst

When you consider divorce, or if you know someone who is contemplating divorce, the first thing that comes to mind

Choosing Financial Advisor

An advisor can be anyone. Most of us had our first brush with an advisor in high school, and from

Asset Protection Trusts

Safeguard what you’ve built for future generations.

401K Rollover Options

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

401K Disadvantages

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