Our Service Offerings

Tax Planning for High Income Earners

Proactive tax planning designed to minimize liabilities, preserve wealth, and maximize long-term financial efficiency.

High Income Tax Preparation

Personalized tax preparation strategies for high-income individuals with complex financial situations.

Rental Property Tax Preparation

Tax preparation tailored for rental property owners, including deductions, depreciation, and reporting.

Multi-State Individual Tax Filing

Accurate preparation of individual tax returns for taxpayers with income or residency in multiple states.

1031 Exchange Services

Tax planning and guidance for like-kind exchanges to help defer capital gains taxes on qualifying real estate transactions.

Sales Tax Compliance Services

Sales tax registration, filing, and compliance support for businesses operating in multiple jurisdictions.

Multi-State Tax Filing

Preparation and filing of tax returns across multiple states while ensuring compliance with varying state laws.

State and Local Tax Services

Expert assistance with state and local tax compliance, planning, and reporting requirements.

PTET Election Services

Guidance on Pass-Through Entity Tax (PTET) elections to help reduce state tax burdens where available.

Partnership Tax Preparation

Comprehensive partnership tax return preparation with accurate reporting for partners and the IRS.

S Corp Tax Preparation

Accurate preparation and filing of S Corporation tax returns to ensure compliance and maximize tax savings.

Bookkeeping Services

Providing accurate bookkeeping, transaction recording, account reconciliations, and financial record management for your business.

ADP Payroll Onboarding

Setting up ADP payroll systems for accurate employee management, payroll processing, and tax compliance.

KPI Dashboard Reporting

Creating customized dashboards that track key performance indicators and provide actionable business insights.

Financial Reporting Services

Preparing accurate financial statements and reports to help monitor business performance and support decision-making.

Bookkeeping for Real Estate Investors

Tracking transactions, property performance, and financial data to support profitable real estate investments.

Rental Property Bookkeeping Services

Managing rental income, expenses, and financial records for property owners and real estate investors.

Virtual CFO Services

Delivering strategic financial guidance, budgeting, forecasting, and cash flow planning for growing businesses.

Outsourced Accounting Services

Providing reliable accounting support without the cost of hiring a full-time, in-house team.

Bookkeeping Cleanup Services

Correcting inaccurate or outdated financial records to restore accurate and organized bookkeeping.

Monthly Bookkeeping Services

Maintaining accurate monthly financial records to support informed decisions and ongoing business compliance.

Foreign Qualification Services

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

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.

S Corporation Vs C Corporation

Many business owners are faced with the S corporation vs. C corporation business entity type selection conundrum

S Corp Election

Electing S Corp status can provide meaningful tax savings for qualifying businesses.

New S Corp Puppy

Your corporation or LLC taxed as S Corp election shouldn’t change much in terms of how you operate your business.

Multi Entity Business Structures

Multi-entity business structures can create tax benefits, but more importantly they create flexibility and provide for long-term options.

Late S Corp Election

The late S corp election can easily be done well into 2025 for 2024 as well (but there are things

Holdco Vs Managementco

Holding companies and management companies are not the same thing. One, as the name suggests, holds or owns underlying assets

Business Formation Fees

Here are the formation fees by each state for domestic limited liability companies (LLCs) and corporations, including foreign entity registrations.

Business Formation

Pursuing a passion and making it into a business is a great way of life, but certain foundational steps need

1099 Accountant

Many businesses like the flexibility of a gaggle of 1099 contractors. They can fill temporary voids in the workflow without

Turbo Charged 401K

Maximize retirement savings with a tax-efficient 401(k) setup.

Small Business Taxes

See how single-member LLCs file and reduce their taxes.

Small Business Tax Deductions

Explore common deductions that can help lower your business taxes.

Self Employed Retirement Plans

See how self-employed individuals can save for retirement and cut taxes.

Section 199A Deduction

Explore how to qualify for the 20% business income deduction.

S Corp Salary

Find guidance on setting a fair and compliant S Corp salary.

Periodic Business Review

Review your financials regularly to stay on track and tax-smart.

Payroll Plan Review

Follow clear steps to keep your payroll aligned with IRS rules.

Payroll

Simplify payroll with efficient and accurate service.

Cpa Concierge

Get personalized support for all your tax and accounting needs.

Corporate Tax Prep

Prepare your taxes based on your business’s legal structure.

Book

Our comprehensive guide to LLCs, S Corps, and rental property taxation for business owners and investors.

Accounting Services

Get year-round support to manage your business finances.

Accountable Plan

Reimburse business expenses the tax-smart and IRS-approved way.

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.

Tax Resolution Services

Tax notices don’t always mean you owe money. We help resolve disputes with the IRS and state tax agencies.

Tax Planning Services

Explore ways to minimize your taxes and plan smarter for future years.

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

Litigation Support Services

Financial analysis, document review, and expert support for tax and business-related legal matters.

Expert Witness CPA

Credible expert witness testimony and forensic financial analysis for tax disputes, litigation, and court proceedings.

Penalty Abatement

Help requesting the reduction or removal of IRS penalties when reasonable cause or other relief applies.

IRS Installment Agreements

Assistance negotiating payment plans with the IRS to manage tax debt in an affordable way.

IRS Notice Response

Timely review and response to IRS notices, helping resolve issues accurately and efficiently.

IRS Audit Defense

Professional representation and support throughout IRS audits to protect your rights and achieve the best possible outcome.