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.

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!

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!!.

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.

I worked with WCG for three years (tax years 2022–2024) after transferring my S-corp filings from a previous accounting firm. By April 2025, the experience had become disappointing enough that I decided to move my business elsewhere despite the considerable inertia involved in switching firms. No accountant or client relationship is perfect. Tax preparation inevitably involves many details and occasional hiccups on both sides. While WCG was consistently personable in written communications, I ultimately found the firm’s underlying skills, systems, and processes underwhelming. A few examples illustrate my experience: Tax optimization. WCG marketed itself as a boutique advisory firm, but in practice it operates at significant scale, with roughly 80 professionals across multiple locations including Ahmedabad, Laramie, Mitchell, and Colorado Springs. In my case, the home office deduction, a standard element of my S-corp filings, was omitted in two of the three years I worked with them. WCG amended the returns once I identified the error, but it required time and effort to detect and correct. I had provided prior filings during onboarding where the deduction was already established. Business consultation package. I also purchased the “Business Consultation / Periodic Business Review (PBR) – Quarterly” service, which was a major reason I selected WCG. In practice, the proactive quarterly strategy sessions described in the package were never initiated by the firm. My CPA was available to book, though email responses could be slow, but the proactive advisory component never materialized. Tax payment volatility. In tax year 2023, I overpaid Maine state taxes by more than $9,000 while owing over $7,000 federally. In 2025 my combined refund exceeded $10,000. I engage tax support specifically to help smooth estimated payments, so these outcomes were surprising for a relatively straightforward single-member LLC. Cost versus service. By 2024–2025 I was paying about $4,400 annually (including ADP integration) and expected a higher level of personalization and oversight. Billing issue after termination. After requesting that services be terminated on April 9, 2025, and confirming the closure of the relationship, a withdrawal of about $11,500 was drafted from my business account nearly 60 days later. The issue ultimately traced back to WCG failing to notify ADP that services had been discontinued despite two confirmations. Time and trust matter. WCG’s frequent automated broadcasts, emails, texts, and portal notifications often required sorting through to determine what applied to my business. Over time I became less confident that the firm’s focus was on optimizing my company’s tax strategy rather than scaling a technology-driven accounting platform. Both onboarding and exiting the firm required considerable time and effort. My concern is not just missed tax optimization opportunities, but the time required to identify and correct issues that should have been caught internally. Prospective clients should weigh the convenience of WCG’s platform against the level of hands-on oversight and proactive advisory support commenserate with price paid.

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.

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!

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!!.

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.

I worked with WCG for three years (tax years 2022–2024) after transferring my S-corp filings from a previous accounting firm. By April 2025, the experience had become disappointing enough that I decided to move my business elsewhere despite the considerable inertia involved in switching firms. No accountant or client relationship is perfect. Tax preparation inevitably involves many details and occasional hiccups on both sides. While WCG was consistently personable in written communications, I ultimately found the firm’s underlying skills, systems, and processes underwhelming. A few examples illustrate my experience: Tax optimization. WCG marketed itself as a boutique advisory firm, but in practice it operates at significant scale, with roughly 80 professionals across multiple locations including Ahmedabad, Laramie, Mitchell, and Colorado Springs. In my case, the home office deduction, a standard element of my S-corp filings, was omitted in two of the three years I worked with them. WCG amended the returns once I identified the error, but it required time and effort to detect and correct. I had provided prior filings during onboarding where the deduction was already established. Business consultation package. I also purchased the “Business Consultation / Periodic Business Review (PBR) – Quarterly” service, which was a major reason I selected WCG. In practice, the proactive quarterly strategy sessions described in the package were never initiated by the firm. My CPA was available to book, though email responses could be slow, but the proactive advisory component never materialized. Tax payment volatility. In tax year 2023, I overpaid Maine state taxes by more than $9,000 while owing over $7,000 federally. In 2025 my combined refund exceeded $10,000. I engage tax support specifically to help smooth estimated payments, so these outcomes were surprising for a relatively straightforward single-member LLC. Cost versus service. By 2024–2025 I was paying about $4,400 annually (including ADP integration) and expected a higher level of personalization and oversight. Billing issue after termination. After requesting that services be terminated on April 9, 2025, and confirming the closure of the relationship, a withdrawal of about $11,500 was drafted from my business account nearly 60 days later. The issue ultimately traced back to WCG failing to notify ADP that services had been discontinued despite two confirmations. Time and trust matter. WCG’s frequent automated broadcasts, emails, texts, and portal notifications often required sorting through to determine what applied to my business. Over time I became less confident that the firm’s focus was on optimizing my company’s tax strategy rather than scaling a technology-driven accounting platform. Both onboarding and exiting the firm required considerable time and effort. My concern is not just missed tax optimization opportunities, but the time required to identify and correct issues that should have been caught internally. Prospective clients should weigh the convenience of WCG’s platform against the level of hands-on oversight and proactive advisory support commenserate with price paid.