WCG CPAs & Advisors

Jeffrey Huang

Oct 24, 2024on

Ive had the pleasure of collaborating with Megan Oeltjenbruns over the past four years, leading up to her well-deserved promotion to the Partner position at WCG. Since our initial collaboration on both my business and personal tax returns, Megan has consistently instilled in me a profound sense of confidence and assurance. Her dedication to ensuring the meticulous preparation of my taxes has been evident from day one. Year after year, Megan has exhibited a commendable commitment to prompt and clear communication, promptly addressing any questions or concerns I may have. Her efficiency in delivering my returns precisely on schedule has been unwavering, and she always ensures theres ample time for a personalized one-on-one Q&A session if necessary. Megans approach epitomizes a truly white-glove service that sets a remarkable standard in the field. I wholeheartedly recommend her expertise and commendable service. Finally, I look forward to working with her again this coming year. Jeffrey Huang

David Harper

Oct 17, 2024on

Knowledgeable and responsive! I had reviewed multiple accountants prior to choosing WCG and they are head and shoulders above anyone else.

Pebbles Construction

Oct 12, 2024on

They have been great to work with!! As a single member LLC they have helped me get the tax benefits of an S Corp. I only wish I would have found them sooner. It’s convenient to have one company to bookkeeping, tax planning/prep and retirement planning. They are the best

James Grenfell

Oct 11, 2024on

WCG and especially Brooke, really stepped up to help us close out taxes that had been left a few years behind by our previous accountants. WCG's systems and teamwork is second to none and we really appreciated the communication and time they put into our taxes. Thanks!

Bryn Neilson

Oct 7, 2024on

OK, but service has went downhill. Provides incentives for positive reviews so be weary of other reviews.

Cassidy

Oct 3, 2024on

WCG consistently disappointed me with their handling of our corporate and personal tax returns. They were late in preparing my returns, failed to communicate their progress effectively, and made numerous errors that I had to catch and correct. For example, in 2021, my 2020 tax return was delayed due to "technological issues" and I had to request an update multiple times before receiving a response. I also had to point out missing information, such as student loan interest, which WCG should have included. In addition, I had to contact my bank regarding PPP loan forgiveness because WCG failed to provide me with adequate guidance. In a separate instance, WCG admitted to communication issues and long turnaround times due to new software and growth. They also looked for any excuse to charge extra, including being dishonest about timelines and items needed to avoid significant "late penalties," regardless of whether it caused them extra work. My main accountant, Michelle Day, had horrible customer service and acted as if any question was a personal assault. Her advice was often incorrect, and any questions or requests for quick chats regarding new tax regulations were met with a very strict allotment of time. It was almost impossible to speak with her directly. WCG felt like a churn-and-burn standardized shop focused on templated solutions that were rarely thoughtful or optimized for my specific business needs. They also dropped us as a client after 4 years, at a very inconvenient time, with almost no notice because we questioned several absolutely ridiculous extra charges that were not warranted. They are unbelievably unprofessional and it is clear that only clients who blindly pay their extra fees are worth their time. In contrast, I've been thrilled with our new accounting service and wish we would have changed sooner. They have found additional tax savings, answered questions promptly, and legitimately cared about my business while being roughly the same cost. If you have a super simple operation and don't mind paying extra or never asking questions, then go with WCG (but avoid Michelle). Otherwise, I would strongly recommend looking elsewhere. I have countless emails and examples to back up all of these claims. Do not be fooled by seemingly low cost all in one fee. You get what you pay for and any savings will be eaten up by extra fees, missed tax savings opportunities, and your personal time due to bare minimum services provided.

Nic J

Sep 12, 2024on

WCG is an awesome firm to work with! They are extremely organized and well informed about all things tax related. Ameen and Michelle have been professional, knowledgeable, and very patient and thorough when answering my barrage of questions or responding to my various investment inquisitions. They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!

Michael Breiding

Aug 30, 2024on

My team at WCG has been nothing short of outstanding. They welcomed me and my business with open arms. From the start, there was clear and open communication with respectable response times. Friendly, easy to work with, trust their expertise, promoted a team atmosphere, communication within the organization has been seamless. Highly recommend!! BIG shoutout to my team: Sally Rhoades, Taylor Plaster, Michelle Jarina, and Michelle Ihlefeldt.

Henri Merlin

Aug 26, 2024on

As a French man managing a US-entity from France, I believe it is fair to say that I consider the WCG team to be LIFE-SAVERS! Always available, always nice and always highly explanatory and reactive. Shoutout to Sally Rhoades who's been great since the very beginning and keeps doing so everytime I'm asking random questions out of the blue or need an emergency compliance check :-)

Mayon Hight

Aug 23, 2024on

WCG has provided the exact a-la-cart service that I needed to an incredibly high degree of professionalism. As a novice business entrepreneur they provided me with the tools to both structure and tax my business efficiently. I cannot recommend this firm enough! All of the services WCG has provided my business have exponentially saved me money and time. Everyone I have worked with from Sarah C. in Tax Support to Sally R. as my CPA have provided guidance, prompt attention to my needs, and detailed communication, all with a friendly service oriented attitude. I would sing their praises to anyone from W-2 employees to independent contractors, up to large corporations. They have the tools for your success!

Nichole Sellden

Jul 7, 2024on

Weve worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away. Michelle got us onboarded and up to speed quickly, and we already feel more knowledgable and at peace about the state of our business. If we could give them 10/10 we would!

Bernat Fortet Unanue

Jul 7, 2024on

WCG is an amazing team. Theyre super fast, responsive, and extremely knowledgable in the tax space. On top of that theyre kind, and funny! You just have to read their blog post to notice all Ive mentioned.