Service Level Agreement

Posted Thursday, February 20, 2025

Service Level Agreement

WCG prepares tax returns in first-in first-out order and our turnaround times for tax return preparation vary depending on the time of year. Our resources are fixed, but tax return data starts off low in January, ramps up in February, peaks in March and then tapers off in April. As such, our turnaround times are about 10-12 days in January, and 15-18 days in February and March (see March Logjam below too). Our Service Level Agreement (turnaround time) starts after we get everything that we need from you including answers to our questions and clarifications.

Currently, as of the week of February 17 our turnaround time is about 9-10 days for S Corps and Partnerships and 15-17 days for individuals (Form 1040). This includes the weekends.

If you are freaking out because of external deadlines (home mortgage, FAFSA application, pending divorce, etc.), please contact us so we can create a plan and manage expectations for your unique situation.

We also have 3 different buckets. One bucket is for our simplified tax returns (what we call FasTrack) and another bucket is for our routine tax returns. Our third bucket is for our complicated tax returns which are reviewed with the client and commonly extended into August and September. This is all an attempt to find efficiencies and provide excellent client service.

March Logjam

Around March 1 or so, our attention is engulfed with business entity tax returns (S Corps and Partnerships) which are due March 15. The earlier you can track down W-2s, 1098s, 1099s and other tax documents, the better for everyone. We hope you understand as we attempt to balance firm resources with client needs and filing deadlines.

Having said that, we have a small dedicated team who primarily prepares individual tax returns (Form 1040) to help offset this logjam.

College Interns

WCG gives back to our accounting community by routinely hiring college students to provide seasonal tax support to our Tax Accountants and Tax Managers. We encourage them to communicate directly with you, the wonderful client, to gather necessary information and keep things moving along. Everyone was new at some point in their careers, so please try to extend extra grace and patience as our Tax Support Team interacts with you. If at any time communication is breaking down, please reach out to your Client Manager directly.

WCG is a full service consultation and tax preparation firm, and we look forward to working with you!

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Did you want to chat about this? Do you have questions about Service Level Agreement? 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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After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

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As a novice business entrepreneur they provided me with the tools to both structure and tax my business efficiently.

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They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!

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