
Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
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Hey - Our site just had a makeover and we are sorting through the hiccups!
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 Wednesday, January 3, 2024
WCG CPAs & Advisors has provided worldwide tax preparation and business advisory services from our Colorado Springs offices since 2007. Given our unique expertise and the efficiency of virtual yet authentic relationships, we have pioneered the online tax accountant presence for nearly two decades.
How are we different? Easy! We take a consultative approach to our client relationships. We have the experience of a big CPA firm without the stuffiness. WCG will be your advocate by putting you in a position to make informed decisions as you travel through the ebbs and flows of your financial life… sounds like a cheesy intro to a soap opera, right? But so true!
The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors 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.”
Let’s chat so you can be smart about it.
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 prep, and more importantly tax strategy and planning? Business advisory? Rental property support?
This is a discovery call- should we need more time, we are more than happy to do so. Let’s get a flavor of the pringle first and if we both swipe right, then we can really dig in. Yes, we just mixed metaphors.
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.
Taxes are complicated. We make them simple. Get in touch with a pro here at WCG!
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With over 80 full-time professionals including Certified Public Accountants (CPA), Enrolled Agents (EA), Certified Financial Planners (CFP) and a whole gaggle of wonderful support staff on your team, WCG CPAs & Advisors consults with small business owners and tax clients on riveting topics like these-
What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics. In general, we try to touch on high level issues such as tax savings and planning, income modeling, capital gains, rental properties and real estate investments, tax deductions and deferrals, retirement plans, trusts, long-term care, estates and probate, just to name a few. Really!
For business owners, our Periodic Business Review (PBR) is a wonderful agenda and is a good place to start. For families who are looking for ways to minimize taxes and plan for the future, our Tax Planning and Financial Tune Up Agenda is an equally good place to start.
For everybody, our “Am I doing everything?” checklist is another wonderful tool to explore tax reduction strategies.
Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.
And as Clint Eastwood once said in Dirty Harry, “A man’s got to know his limitations”. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.
Click on the buttons below to read about our tax planning and business consultation services including Period Business Reviews, Tax Reduction Strategies, Year-End Tax Planning, among other exciting information. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation and plan execution is necessary to stay ahead of the tax obligations and changing tax code.
If you like what you see about WCG and would like to get a jump on your tax returns, you can use the Schedule Tax Intake button below to schedule an appointment with one of our Senior Tax Professionals. No, this is not required. Completely up to you! Regardless, please complete our simple Contact Info worksheet so we can gather some initial data and get things setup (client portal, internal tasks, etc.).
We look forward to working with you!
It is challenging to discern when an interview BY the client turns into free advice FOR the client. And more importantly we are bound by the IRS, State of Colorado and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.
To set up an appointment, please call our offices at 719-387-9800 or send us an email at [email protected], or use the form above. You can also text us at 719-345-2100. Thank you in advance for your time, and we look forward to working with you!
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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?
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