Thank You – Engagement Agreeement Submitted

Posted Wednesday, December 4, 2024

Engagement Agreement Submitted

Your engagement agreement has been successfully submitted. We are super excited!

What are your next steps? Good question… the buttons below will take you to our Getting Started step-by-step to-do list (ie, tax chores). Here is a quick summary-

  1. You send us your tax stuff.
  2. We look it over without the over-the-readers condescension, and ask questions if necessary.
  3. We prepare a tax return, maximizing deductions and credits, and minimizing taxable income.
  4. You look it over and ask questions if necessary (email, phone or in-person).
  5. You tell us to file.

There are few more details of course… here we go!

Individuals (1040 Tax Returns)

Here are checklists and resources for preparation of your tax returns-

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Documents Checklist

Access our tax document checklist to stay organized and ensure a smooth filing process.

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Ind Tax Center (Getting Started)

Tax deadlines and preparation tips for individuals and businesses – stay informed and plan ahead!

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Sharefile Portal

Click here to securely submit your documents via ShareFile!

Business Entities (1065, 1120, 1120S, 990 Tax Returns)

Here are checklists and resources for preparation of your tax returns-

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Documents Checklist

Access our document checklist and secure digital forms to streamline your tax prep process.

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Biz Tax Center (Getting Started)

View important dates and guidelines for filing your 2023 federal and state income tax returns.

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Sharefile Portal

Click here to securely send your tax documents with ShareFile.

Wanna chat? Let’s do it! Please call us at 719-387-9800 and we’ll talk through all the next steps and help you understand the process.

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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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Professional Consultation

Did you want to chat about this? Do you have questions about Thank You – Engagement Agreeement 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.

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Chat With a Tax Pro

Taxes can be tricky. Chat with a WCG human now and get questions answered.

After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

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We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away.

N. Sellden

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

M. Hight

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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!

Nic J.

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