Business Page
WCG CPAs & Advisors
Tax & Financial Services
4.5 stars
102 Reviews
Markets served
Nationwide
Licenses, Designations or Certificates
CPA Firm
About us
WCG CPAs & Advisors is a boutique real estate CPA firm with 6 partners and 80 team members located in Colorado serving real estate investors and small business owners worldwide. We are consultative tax experts with a real estate flair to put you in a better tax position and keep more money in your pockets. We only engage with serious investors with current rental properties who require tax return preparation, tax planning and tax strategy. Sorry, No dreamers. Please visit our website for more information about how WCG does business with its rental property clients.
Specialties
Tax & Accounting
Tax planning & strategy
Accounting
Bookkeeping
Tax prep & filing
RE Professional Status
Syndication Taxes
Cost Segregation
STR Loophole
MultiState Taxes
1031 Exchange
721 Exchange
Business Taxes
Reviews (102)
4.5 stars
102 Reviews
4.5 stars
102 Reviews
0.0 star
0 Reviews
5.0 stars
4 weeks ago
Reviewed by
Jacob DeCourt
WCG has been great to work with over the past year. Our business outgrew our internal operation, and we interviewed three CPA firms to help us troubleshoot and plan for the coming years.
We chose to go with WCG and haven't looked back. They respond quickly and have gone through our accounts in detail. Highly recommended. Big shout outs to Megan, Michelle, April, and the entire WCG for the support.
5.0 stars
a month ago
Reviewed by
Bryan
⭐⭐⭐⭐⭐
My wife and I had an outstanding experience with WCG CPAs & Advisors.
Our tax situation was somewhat unusual, particularly because we reside outside the United States, and before finding WCG we contacted several accounting firms that were unwilling to take on our return. From our very first interaction with WCG, the experience was completely different.
The team took the time to understand our circumstances and guided us patiently through what initially seemed like a very complicated process. Communication was excellent throughout. Questions were answered promptly and clearly, we always knew what information was required from us, and we never felt as though we were navigating the process alone.
I would especially like to recognize Michelle Day and Payal Nainwani for their professionalism, patience, responsiveness and attention to detail. Their willingness to assist, and the accessibility of the entire WCG team throughout the process, gave us tremendous confidence and peace of mind.
Our returns have now been successfully filed, and looking back on the entire experience, choosing WCG was unquestionably the right decision.
Professional, knowledgeable, accommodating and genuinely committed to their clients. My wife and I would recommend WCG CPAs & Advisors without hesitation.
Five stars, very well deserved.
— Bryan & Anne Stewart
2.0 stars
2 months ago
Reviewed by
Charles M
Hired WCG for tax consulting, an extension, and IRS Form 3115. The extension was filed.
After I sent documents in early August, I heard nothing until I followed up a month later. I was then told personal returns were on hold until after the September 15 business deadline.
Fine if you are willing to wait in that queue. I would not count on them treating a personal / consulting engagement as a priority during their business-return crunch.
5.0 stars
2 months ago
Reviewed by
Ed Hermsen
I have worked with dozens of CPA firms over the years. WCG is by far the best- the staff is organized and there systems and process's are amazing. In addtion there pricing is very fair- Great CPA for sure!!
5.0 stars
Edited 2 months ago
Reviewed by
Steve Fleming
I have been a small business owner all of my life and have partnered with a host of professional services. WCG and its amazing staff quickly rose to the top of my list. Their proactiveness, professionalism, and competent counsel are only a few of their many strengths. What I greatly appreciate is their availability and accessibility when I need something done or just need to speak to someone. Though I have interacted with many of the staff at WCG over the years, I have worked directly with Jason, Michelle and Jolene and I could not be more impressed with the caliber of people they are. Each day I am assured that they have my back and my business and they truly care. Thank you WCG!
5.0 stars
3 months ago
Reviewed by
Santhosh Palani
I highly recommend Alex Stack, CPA, and the entire WCG team. Alex handles both my business S corporation return and my personal tax return, and he has been excellent to work with.
My tax situation is fairly complex, involving multiple K-1s, W-2 income, investments, ordinary income, and both business and personal filings. Alex is extremely knowledgeable, organized, and thorough. He completed everything on time, and both my federal and state returns were accepted without any corrections.
Alex is also very responsive by email and is always willing to jump on a call when needed. He is patient when answering questions, explains complicated tax matters clearly, and never makes me feel rushed. I especially appreciate how proactive he is about planning ahead and discussing strategies for the following tax year rather than waiting until filing season.
It has been a pleasure working with Alex, as well as Rachael, Michelle, Amanda, and the rest of the WCG team. They are professional, dependable, and genuinely care about their clients. I would confidently recommend Alex and WCG to anyone looking for knowledgeable and responsive tax professionals.
5.0 stars
3 months ago
Reviewed by
Michael Dunnington
Corey and the rest of the team at WCG have been fantastic to work with in getting my small business up and running with payroll and tax planning. They are knowledgable, thorough, and easy to work with. I highly recommend reaching out to WCG if you’re looking for a top notch CPA firm.
5.0 stars
3 months ago
Reviewed by
Kelly Shough Bogan
I found WCG in 2021 when I was trying to retroactively pay taxes as an S-Corp. Previously, I was doing my own taxes as a sole proprietor with an LLC and it became obvious that I needed help. I was having difficulty finding someone locally. As I was reading up on the process, I noticed that the articles I found with the most in depth explanations were written by the WCG team. It was a natural choice, and I have not been disappointed. For me, it's the perfect blend of independence and helpfulness. They are great guides and have kept me on track. I highly recommend them!
5.0 stars
3 months ago
Reviewed by
Carole Holder
WCG has been our accounting and tax firm over the last year. They have been nothing but amazing!! Their customer service is exemplary and
the financial reports that they produce are mind blowing!! So detailed with graphs and year over year and monthly comparisons. They also are so friendly and funny, which is something you would not expect from accountants and CPAs, but they are! They send out monthly informational reports, and they always have some sort of humorous points which is so refreshing when dealing with financing!! They have a huge team in both their accounting and tax departments and not only our main contact person but other people in the departments are on top of our accounts With reminders and help. My previous accountant and CPA were so difficult to work with and always seemed like they were in a bad mood so I am so happy to be working with WCG and their Professionalism, great attitude, and optimism!!.
1.0 star
3 months ago
Reviewed by
Michele Keith
I rarely leave negative reviews, but my experience with WCG was so unprofessional that I feel obligated to warn others.
I hired WCG to handle my payroll filings and year-end tax services. Throughout the entire year, I was frustrated by the lack of communication and customer service. Every time I had a question, Ethan Summer’s response was to have me schedule a call—even for simple questions that could have been answered quickly by email. The problem was that his calendar was often booked out for weeks, leaving me unable to get timely answers about my own business. I constantly felt like I was chasing information instead of having a CPA who proactively kept me informed.
After dealing with this for a year, I reached out to Jason Watson, one of the partners, simply to discuss working with a different CPA within the firm. Rather than listening to my concerns or trying to understand why I was dissatisfied, I was met with resistance and a complete lack of empathy. At that point, I decided to terminate my relationship with WCG.
Unfortunately, the experience only became worse after I left. In the weeks that followed, Jason Watson made it extremely difficult for me to obtain my tax documents and the information I needed to transition to another CPA. It was an incredibly stressful experience and I felt uncomfortable knowing that someone who treated a former client this way still had access to my confidential financial information.
The most shocking part of my experience occurred during a phone call with Jason Watson, during which he repeatedly screamed at me and called me derogatory names. The call was being recorded by Jason without my knowledge, and afterward an email regarding the situation was sent to everyone in the firm, including me. I found this to be completely unprofessional and an unacceptable way to treat a former client. The only thing that this email showed was how tacky and unprofessional Jason Watson was and still is.
What was equally disappointing was the response—or lack thereof—from the firm’s leadership. Jenna Wing, Amanda Patten, Sarah Coker, Terra Plamp, and Tonya Duval were all aware of what occurred, yet I never received an apology or any acknowledgment that the situation had been handled inappropriately. The absence of accountability from leadership spoke VOLUMES about the firm’s culture. Since leaving their firm I am still cleaning up their mess. They had filed every single withholding under the wrong ID number, resulting in penalties and long phone calls with ADP and the IRS to correct this issue. WCG is a NIGHTMARE, and I just want to move on from.
I hired WCG expecting knowledgeable tax advice, responsive communication, and professionalism. Instead, I experienced poor communication, resistance when I expressed concerns, unnecessary obstacles when I decided to leave, and conduct that I never expected from a professional CPA firm.
5.0 stars
4 weeks ago
Reviewed by
Jacob DeCourt
WCG has been great to work with over the past year. Our business outgrew our internal operation, and we interviewed three CPA firms to help us troubleshoot and plan for the coming years.
We chose to go with WCG and haven't looked back. They respond quickly and have gone through our accounts in detail. Highly recommended. Big shout outs to Megan, Michelle, April, and the entire WCG for the support.
5.0 stars
a month ago
Reviewed by
Bryan
⭐⭐⭐⭐⭐
My wife and I had an outstanding experience with WCG CPAs & Advisors.
Our tax situation was somewhat unusual, particularly because we reside outside the United States, and before finding WCG we contacted several accounting firms that were unwilling to take on our return. From our very first interaction with WCG, the experience was completely different.
The team took the time to understand our circumstances and guided us patiently through what initially seemed like a very complicated process. Communication was excellent throughout. Questions were answered promptly and clearly, we always knew what information was required from us, and we never felt as though we were navigating the process alone.
I would especially like to recognize Michelle Day and Payal Nainwani for their professionalism, patience, responsiveness and attention to detail. Their willingness to assist, and the accessibility of the entire WCG team throughout the process, gave us tremendous confidence and peace of mind.
Our returns have now been successfully filed, and looking back on the entire experience, choosing WCG was unquestionably the right decision.
Professional, knowledgeable, accommodating and genuinely committed to their clients. My wife and I would recommend WCG CPAs & Advisors without hesitation.
Five stars, very well deserved.
— Bryan & Anne Stewart
2.0 stars
2 months ago
Reviewed by
Charles M
Hired WCG for tax consulting, an extension, and IRS Form 3115. The extension was filed.
After I sent documents in early August, I heard nothing until I followed up a month later. I was then told personal returns were on hold until after the September 15 business deadline.
Fine if you are willing to wait in that queue. I would not count on them treating a personal / consulting engagement as a priority during their business-return crunch.
5.0 stars
2 months ago
Reviewed by
Ed Hermsen
I have worked with dozens of CPA firms over the years. WCG is by far the best- the staff is organized and there systems and process's are amazing. In addtion there pricing is very fair- Great CPA for sure!!
5.0 stars
Edited 2 months ago
Reviewed by
Steve Fleming
I have been a small business owner all of my life and have partnered with a host of professional services. WCG and its amazing staff quickly rose to the top of my list. Their proactiveness, professionalism, and competent counsel are only a few of their many strengths. What I greatly appreciate is their availability and accessibility when I need something done or just need to speak to someone. Though I have interacted with many of the staff at WCG over the years, I have worked directly with Jason, Michelle and Jolene and I could not be more impressed with the caliber of people they are. Each day I am assured that they have my back and my business and they truly care. Thank you WCG!
5.0 stars
3 months ago
Reviewed by
Santhosh Palani
I highly recommend Alex Stack, CPA, and the entire WCG team. Alex handles both my business S corporation return and my personal tax return, and he has been excellent to work with.
My tax situation is fairly complex, involving multiple K-1s, W-2 income, investments, ordinary income, and both business and personal filings. Alex is extremely knowledgeable, organized, and thorough. He completed everything on time, and both my federal and state returns were accepted without any corrections.
Alex is also very responsive by email and is always willing to jump on a call when needed. He is patient when answering questions, explains complicated tax matters clearly, and never makes me feel rushed. I especially appreciate how proactive he is about planning ahead and discussing strategies for the following tax year rather than waiting until filing season.
It has been a pleasure working with Alex, as well as Rachael, Michelle, Amanda, and the rest of the WCG team. They are professional, dependable, and genuinely care about their clients. I would confidently recommend Alex and WCG to anyone looking for knowledgeable and responsive tax professionals.
5.0 stars
3 months ago
Reviewed by
Michael Dunnington
Corey and the rest of the team at WCG have been fantastic to work with in getting my small business up and running with payroll and tax planning. They are knowledgable, thorough, and easy to work with. I highly recommend reaching out to WCG if you’re looking for a top notch CPA firm.
5.0 stars
3 months ago
Reviewed by
Kelly Shough Bogan
I found WCG in 2021 when I was trying to retroactively pay taxes as an S-Corp. Previously, I was doing my own taxes as a sole proprietor with an LLC and it became obvious that I needed help. I was having difficulty finding someone locally. As I was reading up on the process, I noticed that the articles I found with the most in depth explanations were written by the WCG team. It was a natural choice, and I have not been disappointed. For me, it's the perfect blend of independence and helpfulness. They are great guides and have kept me on track. I highly recommend them!
5.0 stars
3 months ago
Reviewed by
Carole Holder
WCG has been our accounting and tax firm over the last year. They have been nothing but amazing!! Their customer service is exemplary and
the financial reports that they produce are mind blowing!! So detailed with graphs and year over year and monthly comparisons. They also are so friendly and funny, which is something you would not expect from accountants and CPAs, but they are! They send out monthly informational reports, and they always have some sort of humorous points which is so refreshing when dealing with financing!! They have a huge team in both their accounting and tax departments and not only our main contact person but other people in the departments are on top of our accounts With reminders and help. My previous accountant and CPA were so difficult to work with and always seemed like they were in a bad mood so I am so happy to be working with WCG and their Professionalism, great attitude, and optimism!!.
1.0 star
3 months ago
Reviewed by
Michele Keith
I rarely leave negative reviews, but my experience with WCG was so unprofessional that I feel obligated to warn others.
I hired WCG to handle my payroll filings and year-end tax services. Throughout the entire year, I was frustrated by the lack of communication and customer service. Every time I had a question, Ethan Summer’s response was to have me schedule a call—even for simple questions that could have been answered quickly by email. The problem was that his calendar was often booked out for weeks, leaving me unable to get timely answers about my own business. I constantly felt like I was chasing information instead of having a CPA who proactively kept me informed.
After dealing with this for a year, I reached out to Jason Watson, one of the partners, simply to discuss working with a different CPA within the firm. Rather than listening to my concerns or trying to understand why I was dissatisfied, I was met with resistance and a complete lack of empathy. At that point, I decided to terminate my relationship with WCG.
Unfortunately, the experience only became worse after I left. In the weeks that followed, Jason Watson made it extremely difficult for me to obtain my tax documents and the information I needed to transition to another CPA. It was an incredibly stressful experience and I felt uncomfortable knowing that someone who treated a former client this way still had access to my confidential financial information.
The most shocking part of my experience occurred during a phone call with Jason Watson, during which he repeatedly screamed at me and called me derogatory names. The call was being recorded by Jason without my knowledge, and afterward an email regarding the situation was sent to everyone in the firm, including me. I found this to be completely unprofessional and an unacceptable way to treat a former client. The only thing that this email showed was how tacky and unprofessional Jason Watson was and still is.
What was equally disappointing was the response—or lack thereof—from the firm’s leadership. Jenna Wing, Amanda Patten, Sarah Coker, Terra Plamp, and Tonya Duval were all aware of what occurred, yet I never received an apology or any acknowledgment that the situation had been handled inappropriately. The absence of accountability from leadership spoke VOLUMES about the firm’s culture. Since leaving their firm I am still cleaning up their mess. They had filed every single withholding under the wrong ID number, resulting in penalties and long phone calls with ADP and the IRS to correct this issue. WCG is a NIGHTMARE, and I just want to move on from.
I hired WCG expecting knowledgeable tax advice, responsive communication, and professionalism. Instead, I experienced poor communication, resistance when I expressed concerns, unnecessary obstacles when I decided to leave, and conduct that I never expected from a professional CPA firm.