Tax Patrol Services

Posted January 29, 2021

WCG is happy to announce an additional service for our clients. On one hand we have our Business Advisory Service plans which are very comprehensive yet might contain some services that not everyone needs such as salary optimization, payroll processing, multiple tax planning events, among other things.

On the other hand we have transactional relationships where clients come in each spring for tax return preparation, and that’s all they need. No questions. No tax planning. Just a pile of tax documents and a few discussions later and bada bing bada boom they have a tax return and a nice summer.

Is there an in-between? Yes, Goldilocks, there is!

Tax Patrol is a wonderful tax service for those who don’t need all the business advisory bells and whistles, but from time to time want some love from an experienced tax consultant and business advisor. Have a quick tax question? Need to know the depreciation rules as you buy that new car? Wondering what your April tax bill is going to be in August? Tax Patrol is like ski patrol… you might not use it, but you sleep better knowing you have it.

We offer three typical versions aptly labeled Keystone, Copper and Breck(enridge). However, each of these can be customized to fit your unique needs.

Tax Patrol is specifically designed to give you the freedom to call, text or email us without the worry of being nickled and dimed like other outdated CPA firms. And! We also provide a tax planning event (usually around August) where we gather up your financial records like paystubs, rental activities, stock sales, etc. and we create a mock tax return projecting your annual income and eventual tax obligations. We are not big on surprises… bad news in August is palatable, yet bad news on April 15 is unacceptable.

Let’s not forget that Tax Patrol also includes IRS audit defense for any tax return that we prepare.

With our Tax Patrol Services, we can provide basic tax advice through complimentary quick chats. We also include one annual tax planning event. However, we cannot provide consultation where we assist you in making a decision based on our recommendation (see our Business Advisory Service plans such as Vail, Telluride and Aspen below). Additionally, the following activities are considered out of scope and might incur a separate fee-

• handling IRS or state notices for matters that WCG was not originally engaged to perform,
• payroll audits beyond simply providing an Excel file of the payroll details,
• verification letters for mortgage loans,
• postage and delivery beyond simple letters,
• financial planning or investment advice,
• QuickBooks or other accounting software setup or training,
• annual corporate governance such as filings, resolutions and meetings,
• reviewing legal documents such as Operating Agreements, Shareholder Agreements, contracts, etc.,
• extensive coordination with attorneys and financial advisors,
• scenario based tax planning such as selling rentals, business interests, installment sales, etc.,
• specific research on uncommon or irregular tax matters extending beyond one hour (unless Aspen plan), and
• new employee setups, terminations, employment verifications, mailing W-2s, correcting 1099s.

If we believe the requested service is outside of scope and not included in the Tax Patrol Services, we will have that awkward conversation with you ahead of time so an agreement can be reached. We will never do work and then bill you without an estimate of time from us and approval from you.

If you need more comprehensive business advisory services and consultation, please keep scrolling for our Vail, Telluride and Aspen plans. The button below is a sample proposal for our Tax Patrol Service.

Want to chat with us to see how it all works? Have some initial questions that need answering? Let’s get them answered and see if Tax Patrol is a good fit for you.

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