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Tax Consultation

Posted Wed, July 17, 2019

WCG (formerly Watson CPA Group) offers tax planning and preparation in-person, via telephone or with Skype. We love to Skype- faces, inflections, all the good stuff for our long distance clients. Heck, even people in the same building seem to prefer a phone call or Skype.

Topics of Discussion

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, 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.

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 business consultation services including Period Business Reviews and Year-End Tax Planning. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation is necessary to stay ahead of the tax obligations and understand business nuances.

Please use the form below to tell us a little about yourself, and what you have going on. We look forward to talking to you!

                 

    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!

    Engagement

    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!