Thank You – Tax Planning Submitted

Posted Wednesday, December 4, 2024

Tax Planning Information Submitted

Your tax planning information has been successfully submitted. We will review right away! Here is a quick checklist of the things we need in addition to your submitted form-

  1. Your most recent tax returns (unless WCG prepared them), and
  2. Recent paystubs or statements from all household income sources (W-2 income, 1099-R pension income, etc.), and
  3. Profit and loss information (income statement) or projections for all self-employed income and rental income sources, and
  4. Any data on material tax events such as property sale, big stock sale, etc.

Please safely upload these things to your client portal using the button below-

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Schedule Your Tax Planning Meeting

Please call us at 719-387-9800 or email us at [email protected] to schedule your Tax Planning Meeting.

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Professional Consultation

Did you want to chat about this? Do you have questions about Thank You – Tax Planning 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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