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Financial Consulting

 

Need to get your personal finance house in order? Our firm works with individuals and small business owners to help: 

   

* Create cash management plans

* Reduce debt

* Build wealth

* Insurance assessment

* Implement savings

* Set financial target goals. 

Tax Plan + 
Prep + Rep

 

Need tax prep? Owe the IRS? Want to effectively implement strategies to reduce your tax burden? Our firm works with small business owners to help:

   

* Prepare required tax returns

* Represent clients before the IRS for audits or exams

* Implement strategies to reduce tax liabilities

Business
Setup

 

Need to setup your small business or organization? Our firm works with small business owners and organizations to help:

   

* Establish a nonprofit

* Setup your QuickBooks for your small business

*Customize your QuickBooks

* Implement QB training sessions for your staff

CLiENTS' SUCCESS STORIES

TAX REPRESENTATION

WCPA reduced a client's tax liability of $157k to less than $6k  through an offer in compromise submitted to the IRS!

FINANCIAL CONSULTING

WCPA met with a client who was considering filing bankruptcy.  Within two to three months, the client was able to pay off $7k of debt and implement a savings plan of $1k per month! 

TAX SETUP + PREP + PLAN 

WCPA was able to reduce a client's tax burden by implementing tax strategies to reduce her tax liability!