Tax Preparation

Building and preserving your personal wealth requires specialized attention.  We take great care in exploring alternatives, to maximize deductions and reduce liability whenever possible.  Significant investment in computerized tax preparation, planning and research software enables us to accurately and efficiently prepare returns for various entities including individuals, corporations, partnerships, trusts, estates, and non-profit organizations.
 

Business Management

We provide full service day-to-day responsibility for all business and personal transactions. These services are tailored to meet the individual needs of our clients.  We take great pride in giving you the assurance that the personal attention you receive comes from years of advanced training, technical experience and financial acumen.
 

Estate Planning

At WCG we take a proactive approach in developing a plan that fits your unique situation.  Through our network of professionsals we offer recommendations and useful research tools to help manage risk and promote the longevity of your wealth.
 

Financial Reporting and Forecasting

Providing financial information to our clients in a timely and accurate manner is a primary commitment by our firm.   Our approach includes developing an understanding of your business and industry to establish a strategy that is tailored to you and the specific needs of your company.  Our firm provides a full range of cost effective accounting and reporting services.
 

QuickBooks ProAdvisor Services

We use a workflow-oriented approach in the design, setup, and implementation of the specific program functions required by your business.  As a certified ProAdvisor we are distinctively qualified to address all aspects of the program.  As your needs evolve, our hands-on training efforts are designed to shorten the learning curve and to build confidence for QuickBooks users.