Thank You – Digital Form Submitted

Posted Thursday, December 5, 2024

Digital Form Submitted

Your digital form has been successfully submitted. We are super excited! We will review the data within 24 hours, and move a copy to your client portal for historical safekeeping. If you need to update your data, you can submit this form again. You can also contact us at 719-387-9800 to make quickie changes and fix some oopsies.

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Tax Center (Getting Started)

Access comprehensive tax services, including refunds, audits, and consultations, all in one place!

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Biz Tax Center (Getting Started)

Learn more about tax deadlines and preparation times for your small business during tax season.

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Client Portal

Ready to optimize your taxes?  Use our secure client portal and we’ll get it done together!

Other Digital Forms

Other digital tax forms and organizers, including tax related resources, are listed below-

Contact Information

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Contact Information

Click here to securely provide or update your contact information for tax preparation with WCG.

Tax Organizers and Worksheets

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Dependents, Care

Complete dependent worksheet and upload via sharefile for secure submission.

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Home, Deductions, Charity

Access our secure worksheet for reporting tax deductions, HSA details, and moving expenses here.

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Education, Student Expenses

Access education expenses worksheet and upload completed PDF securely via Sharefile here.

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Property Sale

Click here to securely provide your property sale details for accurate capital gains tax calculations.

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Expat Worksheet

Complete the expat worksheet online or download the PDF version to submit via Sharefile.

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Tax Questionnaire

Access tax questionnaire and submission instructions, including links to PDF and Sharefile.

Rentals and Small Business

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Rental Property Worksheet

Read about deducting expenses and understanding IRS rules for reasonable business spending.

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Business Set Up

Access the Small Business Set Up form to update changes and prepare for your tax return process.

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Business Ops, Financial Data

Access simplified business worksheet options and upload completed files through ShareFile here!

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Home Office Worksheet

Use this worksheet to provide your home office details for tax prep via digital or PDF form.

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Vehicle Expense Worksheet

Complete your vehicle expenses worksheet online or download the PDF to submit via Sharefile.

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eFile Authorization

Authorize electronic filing of tax returns with our step-by-step guide and Canopy portal instructions.

Tax Support and Other Resources

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Engagement Agreement

View our Client Engagement Agreements to ensure compliance and begin your tax prep.

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Tax Return Extension

Extend your business and individual tax returns together easily with one form.

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Home Office Mini Portal

Learn what qualifies as continuous, income activity versus hobbies or sporadic endeavors.

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Tax Planning Season

Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

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Bookkeeping Services

Tired of maintaining your own books? Seems like a chore to offload?

Professional Consultation

Did you want to chat about this? Do you have questions about Thank You – Digital Form Submitted? Let’s chat!

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 our amazing Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax strategy and planning? Rental property support?

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Text WCG Offices

Need to get in touch through a quick text? We'll respond within a day.

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Call Our Team

If you need to speak to a tax pro, give us a call and we'll get you connected.