Tax Consultation

Posted Wednesday, January 3, 2024

WCG CPAs & Advisors has provided worldwide tax preparation and business advisory services from our Colorado Springs offices since 2007. Given our unique expertise and the efficiency of virtual yet authentic relationships, we have pioneered the online tax accountant presence for nearly two decades.

How are we different? Easy! We take a consultative approach to our client relationships. We have the experience of a big CPA firm without the stuffiness. WCG will be your advocate by putting you in a position to make informed decisions as you travel through the ebbs and flows of your financial life… sounds like a cheesy intro to a soap opera, right? But so true!

With over 50 full-time professionals including Certified Public Accountants (CPA), Enrolled Agents (EA), Certified Financial Planners (CFP) and a whole gaggle of wonderful support staff on your team, WCG CPAs & Advisors consults with small business owners and tax clients on riveting topics like these-

• tax advocacy, tax reduction strategies and planning (bad news in August, OK… surprises in April, bad)
• real estate investing, cost segregation, short-term rental loophole
• retirement planning (SEP IRA v. 401k, Roth v. Pre-tax, defined benefits and cash balance plans)
• customized business structures for tax efficiency, flexibility and protection
• operating agreements, structuring deals with investors
• reducing self-employment taxes, S Corp elections (even late S Corp election back to January)
• Section 199A Qualified Business Income Deduction and Specified Service Trade or Business Analysis
• reasonable shareholder salary determinations and defense
• accounting services (bookkeeping + analysis), financial statement preparation and payroll processing
• business advisory services to leverage more from your business for you and your family (put more money in your pocket),
• CPA Concierge services and customized service packages suited for you and your business
• industry analysis, KPI analysis, benckmarking and peer to peer comparison
• executive and fringe benefits
• business valuations, buy-sell support and exit strategies
• financial expert testimony, divorce litigation support
• tax resolution and representation, audit defense (happy happy joy joy)

What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics. In general, we try to touch on high level issues such as tax savings and planning, income modeling, capital gains, rental properties and real estate investments, tax deductions and deferrals, retirement plans, trusts, long-term care, estates and probate, just to name a few. Really!

For business owners, our Periodic Business Review (PBR) is a wonderful agenda and is a good place to start. For families who are looking for ways to minimize taxes and plan for the future, our Tax Planning and Financial Tune Up Agenda is an equally good place to start.

For everybody, our “Am I doing everything?” checklist is another wonderful tool to explore tax reduction strategies.

Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.

And as Clint Eastwood once said in Dirty Harry, “A man’s got to know his limitations”. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.

Click on the buttons below to read about our tax planning and business consultation services including Period Business Reviews, Tax Reduction Strategies, Year-End Tax Planning, among other exciting information. Anyone can balance a checkbook or put the right numbers on a tax return, but proper consultation and plan execution is necessary to stay ahead of the tax obligations and changing tax code.

Please use the form below to tell us a little about yourself, and what you have going on. We look forward to talking to you!

If you like what you see about WCG and would like to get a jump on your tax returns, you can use the Schedule Tax Intake button below to schedule an appointment with one of our Senior Tax Professionals. No, this is not required. Completely up to you! Regardless, please complete our simple Contact Info worksheet so we can gather some initial data and get things setup (client portal, internal tasks, etc.).

We look forward to working with you!

It is challenging to discern when an interview BY the client turns into free advice FOR the client. And more importantly we are bound by the IRS, State of Colorado and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.

To set up an appointment, please call our offices at 719-387-9800 or send us an email at [email protected], or use the form above. You can also text us at 719-345-2100. Thank you in advance for your time, and we look forward to working with you!