WCG CPAs & Advisors is a mid-size yet boutique tax and accounting firm with 7 partners, about 65 full-time employees and $9.2M in 2024 revenue ($11M in 2025) located in Colorado Springs, Colorado. We primarily engage with small business owners (S Corps, Partnerships, PCs) and complex individual tax preparation. We take a consultative approach to our client engagements by offering routine consultation and a strong focus on planning and business advisory services. However, we are still a compliance-forward, good ol’ fashioned CPA firm.

Charge hours? Not us. Tracking billable time to the 6-minute increment? No way. While WCG has hourly rates for open-ended projects and other craziness, our approach to tax and accounting engagements is very unique. We were one of the first CPA firms to offer Business Advisory Service (BAS) plans with a fixed value-based fee structure including our newly added Tax Patrol Services (TPS).

Tax Prep and Tax Support

The Tax team uses Thompson Reuters UltraTax and is self-hosted by our own servers. We also use SurePrep for electronic tax binders and annotation including their 1040SCAN solution. The Tax team will prepare about 4,100 tax returns for the 2023 tax return year (due in 2024), with a nice split of 60% individual and 40% business entity tax returns. The Tax team has a particular fondness for summers and as such we attempt to prepare 65% of our tax returns by April 15, with only 35% being extended. May, June and July are primarily tax planning months.

Tax Support does front-end and back-end support. They collect initial data from the client and assemble it into an electronic binder using SurePrep. They also collect payments and obtain efile authorizations through Canopy. The Tax Support team files about 75% of our tax return extensions with the remainder filed by the Tax team.

WCG has 27 Tax team members plus our 10 team members in India. Our Tax Support team has 7 full-time people plus 6 seasonal team members.

Accounting Services

WCG defines Accounting Services as Bookkeeping + Analysis and is an incredible value to the client from accurate financial and tax reporting to real-time tax planning and decision-making.

The Accounting Services Team currently has 8 people, including a small group in India. An Accounting Services team member works with 25-30 clients and primarily prepares monthly, bi-monthly, quad-monthly, or ad hoc financial statements using QuickBooks Online (exclusively). In addition, Accounting Services prepares and files sales and use tax including personal property tax.

Payroll Processing

Currently WCG has 6 dedicated payroll specialists who process payroll for over 800 small businesses using ADP exclusively. The Payroll team does not process payroll using a client’s platform or any type of hybrid system; either WCG does it all or we do not touch it all. Payroll is way too critical to have various systems and interactions.

Operations

WCG uses Canopy for our workflow solution, and our Operations team directly includes a Manager and two Supervisors, plus many other “stakeholders” from other teams.

Business Development

Our Business Development team has two dedicated people who draft and update proposals, repaper existing client engagements, handle corporate governance matters such as formation and S Corp elections and monitors the onboarding process for Business Advisory, Tax Patrol and Investor Patrol engagements.