WCG Updates Archives - WCG CPAs & Advisors

Jason’s Sabbatical

Jason Watson — Sun, 30 Mar 2025 12:00:41 +0000

Is it silly to write in the first-person? Probably.

According to a 2022 Harvard Business Review article, a study of working professionals on extended leave identified three types of sabbaticals-

Working Holidays – characterized by “intense periods of work and dedicated breaks to rest and rekindle long-neglected relationships.”
Free Dives – during which participants “leaped out of work and dove straight into intense exploration.”
Quests – which found people “pushing their personal limits to discover themselves.”

I don’t know what bucket I fall into, but here is what I plan to do from April 16 through June 30-

Roll out WCG’s new website- every 5 years or so a website needs a makeover, and it takes a ton of time to QA over 350 pages of content.

Update both books, especially the rental property book. I have tons and tons of notes compiled from just the past 6-8 months of new material, tweaks to existing material and other ideas.

Record a bunch of 3-5 minute videos on various topics from our books. People tell me, “I watched your video on blah blah blah” and all I can do is cringe because the video was barely shot in technicolor and is desperately in need of a re-do. Sure, why re-do Footloose? But most of us will agree Ocean’s Eleven was better with George, Brad and Matt than Sammy, Frank and Dean. Toss up on Julia and Angie.

Continue to build-out our talent acquisition initiatives with Megan Oeltjenbruns and training programs with Beth Buchanan.

You might be thinking the above sounds like work… sure… maybe… but not to me. It is 100% pure pleasure but to ensure it is not stressful, I need a “cone of silence” as Max would say. What does that mean?

Email
I won’t be reading any emails and rarely scheduling appointments. I also won’t be returning any emails when I return– you’ll need to re-send in July. Sure, I’ll safely move your email to a folder so I can retrieve it as necessary. What’s the plan if I have a question?

Backup Plan
My wife, Tina, and I have spent almost 12 years building WCG CPAs and Advisors while raising 3 children and living a rewarding life. We have assembled a wonderful team of 6 partners with over 80 tax and accounting professionals ready to help. This year we went back to the Pods where each partner has a small team within the overall team. My Pod, Sums of Anarchy, has-

Terra Plamp, 719-302-8684, terrap@wcginc.com
Sara Davis, 719-960-4009, sarad@wcginc.com
Will Graf, 719-644-7204, williamg@wcginc.com
Trishla Chaplot, 719-895-1798, trishlac@wcginc.com
Simar Singh, 983-444-0200, simars@wcginc.com

Collectively we call ourselves Sums of Anarchy. Other Pods have names too- Lifo the Party. Bean Reapers. We have fun with it. I will be connecting with the SOA periodically to support them while they support you.

Please connect with the Pod member that you’ve been working with. If all else fails, Terra is your primary contact but Amanda Patten, 719-302-8681, amanda@wcginc.com has been my right-hand for ever… more like forever and ever.

While there is no such thing as an accounting emergency but rather poor planning, certain WCGers can throw up the Bat signal and I’ll be available 24-7 as always.

Tax Planning
For our Business Advisory, Tax Patrol and Investor Patrol engagements, let’s schedule your planning session now. The weeks of June 23, July 21, August 4, and August 11 are lovely times. Here is a scheduling for your tax planning and strategy pleasure-

https://calendly.com/wcg-jason/2025-tax-tune-up

If you are sitting at the dealership or you are about to close on a rental property, and need quicker answers, please call one of my Podmates above.

What else will I be doing? Making knives! No, I’ve never done it but check out below. Totally cool! I have a good list of people to give my knives to including Mom, friends and teammates. They have ice scream scoops, pizza cutters, bottle openers, and whisks where I can add custom handles. Fun!

Take some acrylic and stabilized wood blanks and throw on a lathe…

Shop on Etsy and Ebay for cool stainless and Damascus knife blanks…

And with lots of practice and some swearing, end up with something like this…

The post Jason’s Sabbatical appeared first on WCG CPAs & Advisors.

2025 WCG India Team Tax Kickoff

Jason Watson — Tue, 28 Jan 2025 04:39:48 +0000

Key Takeaways

WCG leaders visited their 23-person India team in Ahmedabad to train, launch tax season, and build connections.
The India office includes tax accountants, support staff, and accounting services team members.
Team credentials include Chartered Accountants (CA), an Enrolled Agent (EA), and professionals completing EA certification.
Fun cultural highlight: the 2025 International Kite Festival, with historical facts about kites and their role in aviation.
WCG CPAs & Advisors offers tax preparation, business advisory, tax strategy, and rental property support.
The firm prioritizes professional, ethical advice over flashy sales pitches or overly complex schemes.
New clients can schedule a complimentary 20-minute chat to see if WCG is a good fit.

Jason Watson, Terra Plamp and Beth Buchanan just returned from Ahmedabad, India to meet with our 23-person team on the other side of the globe, do some training, kick off tax season and share some laughs.

Meet your WCG India team-

Left to right standing- Sahil Sheth, Riya Maheshwari, Shivani Trivedi, Saloni Patadiya, Trishla Chaplot, Surbhi Setia (WCG India Team Director), Terra Plamp (WCG U.S. Senior Tax Manager), Payal Nainwani, Rohit Kewlani, Dhanesh Tiwari, Ashita Jain, Rachit Ved, Sumit Sirwani, Mohit Prajapati, Shubham Rathod, and Abhay Singrotiya.

Left to right sitting- Khushi Shah, Simar Singh Bagga, Jason Watson (WCG U.S. Partner), Shikha Sahu, Varsha Sangtani, Priyanshi Nagar, Aashini Shah.

India gets hot, right? Like 35 Celsius or more hot. Look at our picture again… Dhanesh is covering up the R in HEARTBEAT. So, the joke is now “WE ARE ONE TEAM, ONE HEAT.” Yes, we are getting t-shirts.

Who is on WCG India? We have tax accountants, tax support team members and accounting services team members.

What about credentials? Sahil, Trishla and Surbhi are Chartered Accountants. This is similar to a Certified Public Accountant, but for those who have both the CA and CPA, they all say the CA is way way harder. Dhanesh is an Enrolled Agent and Saloni is almost done with the same. How is an EA different than a CPA? Read more.

We also went to the 2025 International Kite Festival on Tuesday. Want some fun facts about kites?

In 1870, Australian inventor Lawrence Hargrave designed box-kites and inspired the aeroplane. He later worked with the Wright Brothers who are obscurely famous.

1890 – 1940, box-kites were used to collect meteorological and other weather data. Balloons were the upgrade.

In 1903, Samuel Franklin Cody crossed the English Channel using a specially designed kite. He’s nuts.

Kite-Buggying and Land-Boarding use kites attached to buggies to race across sandy beaches.

Frequently Asked Questions

Who visited the WCG India team?

Jason Watson, Terra Plamp, and Beth Buchanan traveled to Ahmedabad to meet and train the 23-person team.

What roles make up WCG India?

The office includes tax accountants, tax support staff, and accounting services team members.

What professional credentials does the India team hold?

Several team members are Chartered Accountants, one is an Enrolled Agent, and another is completing EA certification.

What’s the difference between a CA and CPA?

Both are high-level accounting credentials, but team members note the CA is often more rigorous.

What cultural event did the team attend?

They visited the 2025 International Kite Festival and shared fun kite history facts.

What services does WCG CPAs & Advisors offer?

Services include tax preparation, tax strategy, business advisory, and rental property support.

How does WCG approach client relationships?

The firm gives clear, ethical advice without pushing unnecessary structures or gimmicks.

How can someone get started with WCG?

Prospective clients can schedule a free 20-minute consultation with a Partner or Senior Tax Professional.

The post 2025 WCG India Team Tax Kickoff appeared first on WCG CPAs & Advisors.

How to Annoy Your Tax Accountant in 6 Easy Steps

Jason Watson — Tue, 03 Oct 2023 14:43:26 +0000

Key Takeaways

Don’t read instructions carefully: Reply without understanding, then blame your accountant when issues arise.
Compare yourself to others: Assume neighbors or coworkers’ tax situations apply to you and complain about differences.
Question every detail: Ask for full explanations of tax calculations, worksheets, and rates, even if it’s overly complex.
Forget to provide documents: Act surprised when your accountant requests information you’ve sent before.
Ignore communication: Delay reviewing your tax return and respond last-minute, claiming you were too busy or out of town.
Act unaware: Ask last-minute questions about deductions, rental property setups, trusts, or LLCs without doing prior research.

While WCG clients are wonderful, occasionally a client of another CPA firm will ask us for advice. How should I set up my next business? Can I deduct donations made to United Way? (spoiler, Yes you may) At times these inquiring minds also ask us how to annoy their tax accountant for whatever reason. Being the helpful CPA firm that we are, WCG feels compelled to help those who ask. So, here it is- How to annoy your tax accountant in 6 easy steps.

Yes, we are being playful and having some fun here… a satire if you will. After all, we chose this profession!

Step 1: Don’t Read

Don’t fully read correspondence from your tax accountant yet respond with “Sounds good. Thanks.” Then, when a tax notice arrives about 2-3 months after the tax return has been filed, ask “I am not sure why the IRS says I owe them money.” You can also safely assume that any letter from the IRS means your tax accountant messed something up. Of course the IRS has the best computers and certainly the brightest accountants.

Step 2: Take Inventory in Others

Compare yourself to your neighbor or fellow co-worker. Believe everything they say is accurate and say to yourself “they are just like me. Yay!” Then ask your tax accountant why your neighbor only pays $50 in taxes while you pay so much more. Don’t consider that they might be married while you are single. Don’t consider that they might not actually know their own tax consequence but purport nonsense as hand on the bible fact. Don’t consider that there are at least a dozen variables that might make your tax world completely and materially different than theirs. You can also tell yourself that everyone should pay taxes except you.

Step 3: Doubt Water is Wet

Just like when you ask your surgeon what scalpel they intend to use or inquire about the exact chemistry behind anesthesia, ask your tax accountant how the tax was computed. Ask them to show you the tax rate tables including the capital gains worksheet, and then comment that your co-worker, who earns exactly the same as you to the penny, pays absolutely zero taxes. Ever. You can go in a different direction and tell your tax accountant that you aren’t asking for much explanation, but you do want to know “how taxes work” since synthesizing 4 millions words of tax code (excluding case law) into a 20 minute chat is an easy request. Seriously, what’s the big deal here? Sure, the King James Bible has 788,280 words; War and Peace runs 560,000 words; and the entire Harry Potter series is just over 1 million words. What’s another 3 million?

Step 4: Play Hide the Ball

Act completely surprised when your tax account asks for a brokerage statement that was on your prior year tax return but seems to be missing from your document upload. Even though you’ve supplied the same brokerage statement for 6 years running, respond with “I didn’t think you needed that.” Better yet, respond with “I am out of the country” which universally means while most of the free world has internet access, somehow being in a foreign country prevents a brokerage statement PDF from being downloaded and sent to your tax accountant.

Step 5: Ghost Your CPA

Be a champ by providing all your tax documents early, and then sit on your delivered tax return for several weeks. Of course you can’t be bothered since playoff hockey is right around the corner. Next, ignore the multiple emails, text messages and phone calls asking if you have any questions about the tax return. Then, on April 12 or so, email your tax accountant and request a tax return review. Act baffled how time just zipped by. If nothing else, claim both: time zipped by and you were out of the country. What’s the big deal? It’s only your wealth. It’s not like the club team coach needs you for something. When in doubt, you can also claim a monopoly on the human condition of being busy and use that as your reason. Just like Charlie says to Maverick, “So, you’re the one.”

Step 6: Be Unaware

Because YOUR tax returns are filed, email your tax accountant on April 12 and ask to discuss a rental property that you might buy at the end of the year, maybe. Ask about the zillion of tax deductions your bartender claims are 100% L-E-G-I-T on your hypothetical rental property. Ask if you should put the rental in a trust because you also heard you can save even more in taxes from the grocery store cashier the other day. Or was it an LLC? The possibilities are endless! Don’t wait to take your intellectual curiosity and execute some Google searches to find some basic answers, and then schedule a meaningful meeting in May, June or July. That’s crazy talk. Instead just pepper your tax accountant’s inbox on April 12. It’s a search bar after all, right? Use ASAP in your plea for information because you are going to start rental property shopping next week. Everyone loves that and springs into action; not just tax accountants.

How Tax Accountants Annoy Clients

In the interest of equal airtime, we will work on another blog post about how tax accountants annoy their clients. Some things that come to mind- radio silence, use industry jargon, incomplete answers to questions, use “audit risk” in every response. Oh, we’ll have some fun with this!

Frequently Asked Questions

Is this advice serious?

No, it’s a playful satire meant to highlight common client behaviors that frustrate accountants.

Can ignoring your tax documents cause problems?

Yes, delayed responses can lead to errors, missed deadlines, or stress for both you and your accountant.

Should I compare my taxes to friends or neighbors?

No, everyone’s tax situation is unique and comparisons are usually misleading.

Why is it bad to ask for overly detailed explanations?

Tax laws are complex, and expecting a short summary of millions of words in code is unrealistic.

What happens if I fail to provide required statements?

Your return may be incomplete, delayed, or trigger IRS notices.

Is it smart to email last-minute questions on April 12?

No, this can overwhelm your accountant and risk mistakes or missed deadlines.

Can acting unaware affect my tax planning?

Yes, it can lead to missed opportunities and poor decision-making.

What’s the main lesson from this satire?

Being organized, proactive, and informed makes working with your tax accountant smoother and more effective.

The post How to Annoy Your Tax Accountant in 6 Easy Steps appeared first on WCG CPAs & Advisors.

Client Communications

Jason Watson — Wed, 21 Sep 2022 08:32:58 +0000

Key Takeaways

Communication preferences: WCG primarily uses emails and texts to fit client schedules and keep a record, but phone or in-person meetings are always available on request.
Client-driven engagement: Clients initiate most consultations, periodic reviews, and strategy discussions; WCG contacts clients only for critical issues or follow-ups.
Email and text system: Customized templates ensure consistency, efficiency, and accurate delivery of complex tax and financial information. Critical emails may be accompanied by text alerts.
Progress alerts: Regular updates are sent for tasks like tax preparation; some clients prefer over-communication rather than under-communication.
Tax team emails: Responses are prioritized on Mondays and Thursdays, typically within 3–4 business days, to ensure focus and consistency.
Phone calls: Used for failed communications, lengthy email threads, complex subjects, payroll issues, missing documents, or simply to check in.
Client expectations: WCG values urgency, collaboration, open communication, honesty, human compassion, and fiscal responsibility from clients.
Direct access: Clients have a comprehensive list of team members’ direct phone numbers for calls or texts to improve accessibility.

Healthy relationships start with managing expectations, especially communications. Generally, WCG relies on emails and text messages as our initial communication style.

We do this for two reasons- first, it allows you to take your time and fit our needs into your busy schedule. Second, it memorializes the conversation and becomes a part of your client record.

However, we understand that this doesn’t work for everyone or for all situations. If you prefer the telephone… if you prefer to sit down with your service professional and have a conversation, we will always happily accommodate. You just need to let us know.

Who Drives the Boat?

In most ways, you do. We will ping you with phone calls, emails and text messages about critical things like tax return preparation and payroll approvals. However, if you want a Periodic Business Review (PBR) or a business consultation meeting, or just want to check-in regarding tax reduction strategies, those are mostly requested by you. We used to ping clients and business owners in the past for these meetings but it quickly became noise and unproductive; as such we encourage you to reach out to us… at any time… for anything.

How We Use Email and Text Messaging

Email Templates and Blasts

We have created a customized communication tool to pre-populate an email with a template message. From there, we customize it to fit your particular situation. We use a template because it allows us to align our message as a team and to remain consistent. It is also efficient. If we are typing the same message about home office, for example, a hundred times, why not make it a template?

A lot of critical information which requires exactness can only be communicated in writing which also makes our emails long. If you don’t like reading emails or spending the necessary time to review our communications, then frankly our relationship might not work. Having said that, we might have a solution to the TLDR response… CPA Concierge. With this service we will still send those emails, but they will be followed by a telephone call to review. Think of it like story time.

Sidebar: TLDR tells someone, “too long, didn’t read.” It’s amazing anyone is getting through high school with TLDR on the brain. We now know why Christmas letters have all but disappeared in favor of the printed mass-mailed card… then again they were just big brag-fests, right?

Also, we send email blasts to all clients very sparingly. In the age of opting out or unsubscribing, you will miss important emails such as changes to tax code and certain deadlines. For example, we recently sent an email about the pass-through entity tax deduction to about 1,100 business owners. We have 80 or so who had opted out and missed a significant tax savings strategy (we actually ended up calling all 80 people since it was that important).

We encourage you to not opt out or unsubscribe to our email blasts. We only send about 15 per year.

Email Progress Alerts

We send progress alerts via email for certain tasks such as tax return preparation. Some clients have complained that we communicate too frequently. And to be certain, some clients would complain if stopped providing these progress alerts. We can’t make everyone happy. Therefore, we believe there is less pain and anxiety with over-communicating than under-communicating.

Text Messaging

Since a lot of people get inundated by emails, we also send a text message with most of our emails to alert you. If we are actively having a wonderful email conversation, then we do not send a text message. But if we send an initial email asking for missing information or alerting you that your tax returns are ready for review, as examples, we also send a corresponding text message. Our custom system also queues messages so they are only sent from 8:00AM to 7:00PM mountain time.

Email Response Times

Our email response times vary. For everyone except the tax team, our response time is 1-2 business days. Should your situation require a quicker resolution, no worries! Call us! See below for a list of direct phone numbers, or you can always call 719-387-9800.

You can always text us at any of our phone numbers too, and say “Hey! Call me please.”

For our tax team, things are a bit different. Because of the volume of work and the focused energy required for tax return preparation, we check and respond to email on Mondays and Thursdays only. During certain times of the year given summer schedules and holidays, your email might not be attended to for several days.

The tax team’s commitment is to respond to each email within 3-4 business days. As mentioned before, and what cannot be over-emphasized, should your situation require a quicker resolution call us. We love talking to our clients. Taxes are boring… let’s break up the day a bit with your phone call.

Why do we do this? Two reasons- first, attending to email can be a black hole and perhaps an unnecessary distraction.

Second, having certain work blocks dedicated to email establishes a consistent pattern for response, and provides comfort to you, the client, knowing when a response is coming. Said in another way… if response times vary all the time between 10 minutes to 5 days, they are truly undefined and perhaps chaotic. But a response on every Monday or Thursday provides consistency.

We have also created a client communications form so you may tell us more precisely your expectations and how you would like to be communicated with. Please click on the button below-

Client Comms Survey

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Getting Started

When Do We Call You?

For WCG, we will initially call you under a handful of circumstances-

Failed Comms

If we feel that electronic communication is failing. If we ask “what is your favorite color,” and you respond with “pizza,” clearly words are being exchanged but we are not communicating.

Back and Forth
If we have more than two iterations with an email thread, at times a phone call is preferred to wrap it all up.

Subject Matter

We will also call you if the subject matter requires an active conversation. Certain topics have a myriad of decision points like a bad flowchart, and email is a terrible medium.

Payroll Processing
For payroll processing, we will call you to confirm certain things like a new employee or cash needs that exceed an established amount. This is to protect you and your business from possible irregularities.

Big List

If we have a zillion things missing on a tax return or need a bunch of clarifications on your accounting records, we will call you. In these situations, we will have a draft email ready to go in case we get your voicemail.

Miss You

If it’s been a while, and we miss the sound of your voice.

Voicemails

Should you get our voicemail, please leave us a message. Our phone system transcribes the recording and emails us, and of course we are alerted directly on our phone. So, we might not see the email right away, however we are still alerted and can dig up your message.

Managing your business and the engagement with us cannot be accomplished over voicemail. So, if we are playing tag with you, after a two iterations we will send a scheduling link to find an agreed time for a call.

Ideal Client Relationships

Since our client interactions are about relationships, WCG has a short list of expectations from our clients. We do not believe in the adage that the customer is always right. Sorry. This might seem harsh, but we have several good clients who are expecting us to keep distracting clients out of the fortress so we may leverage our resources correctly.

Sense of Urgency

We expect clients to have a sense of urgency. As Tina Watson, founder of WCG, says, “We hope you value your business as much as we value your business.” In other words, we need clients to carve out time for us so we may do the job you’ve hired us to do. It doesn’t make any sense to hire a housekeeper but not provide access to the house.

Collaborative Perspective

Our relationship isn’t a drive-thru transaction. We want to work together on understanding your business, tax and financial worlds. Sure, we have several clients who provide beautiful financial statements and we produce equally beautiful tax returns. At the same time, we prefer to review the financial statements, poke around a bit, ask some questions and collaborate with you to ensure the best advice is being offered and the best tax return is being prepared.

Open Communication

We want you to be open and honest with us. We don’t like playing hide the ball or some silly guessing game. Accountants unfortunately do not have the same client privileges as attorneys, doctors and clergy enjoy. However, we’d rather have you tell us the truth in plain language so there is no confusion.

Human Compassion

We are not machines. We are human beings who from time to time make mistakes and have bad days. While one of our favorite phrases is “We are all actors on a stage. We do not have bad days.” we expect the same compassion from you that we offer to you. The Golden Rule comes to mind. We do not tolerate swearing or yelling at our staff. Jason Watson remembers working for the airlines when passengers would be screaming at the gate agent, and he would simply say, “if your gate agent could say anything other than your flight is cancelled she would, but she can’t, so cut her some slack.”

Trust and Verify

To become a CPA you need 150 credits of school (which means a Master’s Degree), to pass a ridiculously tough four-part test (45% passage rate) and work for another CPA for 2,000 hours. A lot of clients want to understand how things work. This is great, and we love teaching the basics. We truly do. However, please understand that a newbie CPA spent 6-7 years just to become a CPA and it is difficult to reduce all that knowledge into a singular conversation. We hope that our clients can get to a point, or at least trend towards the point, where they trust the professionals they hire, and they verify the work product.

Fiscal Responsibility

Taxes are a way of life. We are not interested in doing business with clients who do not believe in paying taxes or who do not have the fiscal responsibility to pay taxes. Yes, we want to minimize taxes. No kidding. It is your duty as an American citizen to pay the least amount of taxes allowed by law, and we will help you do that. At the same time, Franklin D. Roosevelt said in 1936, “Taxes, after all, are the dues that we pay for the privileges of membership in an organized society.”

Of the G20 countries, only South Korea, India, Mexico, Turkey, Canada, Indonesia, Brazil and Russia have lower personal income tax rates. None of those countries with the possible exceptions of South Korea and Canada sound like a place worth living in (in our humble opinion). We live in a great country. Pay your dues. Just not a penny more.

Direct Phone Numbers

Please use the direct phone numbers below to call us. You can also send a text message to our direct phone numbers.

We recently moved to using WCG-issued cell phones with RingCentral to improve your access to us.

Team Member	Extension	Cell Phone
Alejandra Miranda	107	719-644-7210
Alex Stack	10062	719-627-3873
Alida Johnson	308	719-387-9961
Amanda Patten	217	719-302-8681
Ameen Salous	103	719-445-4817
Andrew Pearson	10061	719-627-3614
Aria Klooster	789	719-302-8689
Beth Buchanan	10050	719-895-1480
Brendan Speck	248	719-644-7205
Brooke Willis	10067	719-867-5302
Chelsea Van Zee	10063	719-627-3963
Corey Haberkorn	301	719-445-4815
Emily Marcol	707	719-445-4807
Emily Olson	10068	719-867-5305
Emily Roberts	213	719-428-3213
Ethan Summers	705	719-425-2094
Frank Vitiello	10070	983-444-0059
Jason Watson	203	719-641-0201
Jaynee Pardue	10066	719-867-5301
Jenna Wing	10065	719-627-4281
Jenny Martinez	303	719-302-8691
Jessica Levine	529	719-445-4818
JoAnn Sandvig	10048	719-402-3841
Jolene Pike	109	719-428-3270
Jose Castro-Antunez	102	719-445-4811
Karlee Tiesler	706	719-644-7202
Kate Hibbard	788	719-302-8695
Kelli Harless	780	719-644-7203
Kimber Hershey	502	719-219-0826
Lana Rollins	513	719-219-0828
Mallory Richardson	110	719-302-8682
Matt Anderson	108	719-302-8692
Megan Oeltjenbruns	708	719-644-7207
Michelle Day	341	719-428-3248
Michelle Ihlefeldt	302	719-445-4816
Michelle Jarina	111	719-387-9947
Mitchell Wade	520	719-644-7215
Moriah Griswold	10071	983-444-0064
Penny Jones	105	719-302-8687
Rachael Weber	106	719-644-7212
Richard Haugen	114	719-445-4806
Sally Rhoades	326	719-428-3269
Sara Davis	10046	719-960-4009
Sarah Coker	10047	719-505-7451
Seth Olson	10044	719-249-8644
Terra Plamp	304	719-302-8684
Thais Humphreys	10069	983-444-0038
Tina Watson	200	719-428-3257
Tonya Duval	116	719-445-4812
William Graf	710	719-644-7204

Jason Watson, CPA is a Senior Partner of WCG Inc., a business consultation and tax preparation CPA firm located in Colorado Springs, and is the author of Taxpayer’s Comprehensive Guide on LLC’s and S Corps which is available online and from mostly average retailers.

Frequently Asked Questions

How does WCG prefer to communicate?

Primarily through email and text, but phone and in-person meetings are available.

Who initiates business consultations and strategy meetings?

Clients usually request these; WCG contacts only for critical or urgent matters.

Why use email templates?

Templates ensure consistent, accurate, and efficient communication for complex information.

How often does the tax team respond to emails?

Typically on Mondays and Thursdays within 3–4 business days.

When will WCG call a client?

For failed communications, lengthy email threads, complex topics, payroll issues, or missing information.

What are the expectations for clients?

Urgency, collaboration, honesty, open communication, human compassion, and fiscal responsibility.

Can clients reach team members directly?

Yes, WCG provides direct phone numbers and encourages calls or texts for urgent matters.

How does WCG handle over-communication?

They prefer over-communicating to reduce client anxiety and ensure nothing is missed.

What is a CPA Concierge?

A service where emails are followed by a phone call to review important or complex information.

Why is consistent email response scheduling important?

It provides clients with predictability and prevents chaotic or delayed responses.

The post Client Communications appeared first on WCG CPAs & Advisors.

Online Tax Accountant

Jason Watson — Sun, 15 Mar 2020 14:22:24 +0000

Key Takeaways

Online tax accounting makes filing simple, secure, and contactless.
WCG has been offering remote tax preparation since 2007 using portals, video calls, and secure messaging.
The firm was built for nomadic clients like airline employees, making virtual tax prep efficient and flexible.
No need to print documents, schedule appointments, or travel—everything can be done from home.
Social distancing and COVID-19 make online tax services safer and more practical than ever.
Virtual tax preparation uses modern tools to replace traditional face-to-face meetings.

With everyone freakin’ out about the Coronavirus (and me recovering from Deschutes Virus from their amazing IPA), perhaps it is time to revisit some of the personal services that people need such as an online accountant. Haircuts pose a problem for an online interaction. Dentistry, nope. But an online tax accountant is a snap! Yeah, it might be a shift in the paradigm… but long before we had this panic, tax preparation was shifting to a virtual tax preparation engagement.

Online Tax Filing

WCG has been remotely preparing tax returns since 2007 using secure online client portals, text messaging, videoconferencing, and other technologies. While many CPA firms now offer client portals, we needed to leverage the online world much earlier in our firm’s history. Why? I was an airline pilot for 17 years… and prior to the Tax Cuts and Jobs Act of 2017, pilots and flight attendants had a unique tax situation with per diem and travel expenses. So being a tax-minded person in the tax accountant business allowed me to help this type of taxpayer as their online accountant.

However, an airline employee is historically very nomadic. Moving from airline to airline, and moving from domicile to domicile required WCG to create process and procedures to prepare tax returns remotely as an online tax accountant. As time marched on, other clients found this way of doing business to be wonderful.

Why spend time out of your workweek to meet with your tax accountant? Wouldn’t you rather sit in the comfort of your PJs or Snuggie collection sippin’ on a nice latte while you upload tax documents to your CPA? Of course you would! Heck, prior to moving into our own office, I had a client one floor down from us who would rather send us his stuff remotely than walk up a flight of stairs to see us. I saw him more in the bathroom than I did in the office.

Also, since most tax documents come to you as a PDF, printing this information out, scheduling an appointment and driving to your CPA seems outdated. Correction… it is outdated. Fast forward… it is March 15, 2020, and the world is losing its mind with the Coronavirus. Social distancing. 6 and 250 become household numbers. Grocery stores with empty shelves. Quarantines. Yuck!

Online Tax Preparation

So… how about leveraging an online accountant to prepare your tax returns. Contactless. No touching. No hugs and handshakes (bummer). A traditional industry of face to face meetings and discussions about your tax returns is now shifting to virtual tax filings with phone calls, emails, and portals. Join the growing crowd of online tax filing and skip the hand sanitizer.

To get started with one of our amazing online accountants, visit some of the buttons below.

Getting Started

Learn about important tax deadlines, document due dates, and other business tax return info.

Transparent Fee Structure

Read about our philosophy on fees, how they change, and what influences your tax prep costs.

Tax Center

Access comprehensive tax services, including refunds, audits, and consultations, all in one place!

Frequently Asked Questions

What is online tax accounting?

Preparing and filing taxes remotely using secure portals, emails, and video calls.

Who can use online tax preparation services?

Anyone, including remote workers, busy professionals, or those practicing social distancing.

How long has WCG offered remote tax services?

Since 2007.

Are online tax services secure?

Yes, they use encrypted portals and secure communication methods.

Do I need to print and mail documents?

No, PDFs and digital uploads make physical copies unnecessary.

Can I still ask questions about my taxes?

Yes, via video calls, phone calls, and emails.

Is online tax preparation suitable during COVID-19?

Absolutely—it’s contactless and safe.

Do I need special software to file online?

No, WCG provides secure portals for easy document upload.

Can frequent travelers use online tax services?

Yes, it’s ideal for nomadic clients who move often.

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