Engagement

Posted Sunday, December 8, 2024

Client Engagement Agreement

The IRS, American Institute of Certified Public Accountants (AICPA) and our Professional Liability Insurance provider are getting more stringent on Client Engagement Agreements. They can be demanding that way. To ensure compliance and continued service, please help us by returning this document to us. It helps outline what you can expect from WCG CPAs & Advisors and what we expect from you. It is a healthy way to start a relationship.

Also, for our Business Advisory Services, Investor Patrol Services and Tax Patrol Services clients, our proposal does not constitute an engagement agreement for tax return preparation (sorry).

For 2024 tax returns due in 2025, we offer two versions; digital form and non-fillable PDF. Please review and provide acceptance so we may start the preparation of your tax returns.

We also have a “combo” engagement agreement for those individuals who also own a business that files a business entity tax return (corporation or partnership), and multi-business engagement agreement where you list all your entities and sign once.

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Digital Individual (1040)

View details about tax return prep, deadlines, and responsibilities for timely submissions.

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Digital Combo (1040 + Biz)

View important dates and guidelines for filing your 2023 federal and state income tax returns.

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Digital Business (1065, 1120, 1120S)

Prepare for tax season: deadlines, requirements, and organizer details for 2023 income tax filings.

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Digital Fiduciary (1041)

View details on 2023 tax return prep deadlines and requirements for estates and trusts forms.

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Use the buttons below to download the PDF versions of above, sign and then upload to your Sharefile.

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PDF Individual (1040)

View details about tax return prep, deadlines, and responsibilities for timely submissions.

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PDF Business (1065, 1120, 1120S)

Prepare for tax season: deadlines, requirements, and organizer details for 2023 income tax filings.

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PDF Fiduciary (1041)

View details on 2023 tax return preparation deadlines and requirements for estates/trusts forms.

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Sharefile

Click here to securely submit your documents via ShareFile!

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Client Communication Preferences

We are excited to be working with you in preparation of your tax returns. Relationships are primarily about communication, right? This is optional, but if you can spare a few minutes please review and complete our simple digital form outlining your communication preferences. We might still leave wet towels on the floor, but at least we’ll be better with our communications.

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Communication Preferences

Take our quick communication survey to help us build a stronger partnership together!

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Prior Year Engagement Agreement

These engagement agreements are for prior year tax returns, and are available as PDFs and online digital forms. The filing deadline for prior year tax returns has passed, and therefore will be considered late by the taxing agencies.

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Digital Individual (1040)

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Digital Business (1065, 1120, 1120S)

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financial tax advisor near me

Digital Eng + 1040 Biz

View important dates and guidelines for filing your 2023 federal and state income tax returns.

tax consultants

PDF Individual (1040)

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tax accountant

PDF Business (1065, 1120, 1120S)

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PDF Engagement

Access important tax preparation details, deadlines, and requirements for your 2023 returns.

WCG CPAs & Advisors is a boutique and progressive Colorado CPA firm specializing in tax return preparation and small business consultation.

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Tax planning season is here! Let's schedule a time to review tax reduction strategies and generate a mock tax return.

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Tired of maintaining your own books? Seems like a chore to offload?

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Professional Consultation

Did you want to chat about this? Do you have questions about Engagement? Let’s chat!

The tax advisors, business consultants and rental property experts at WCG CPAs & Advisors are not salespeople; we are not putting lipstick on a pig expecting you to love it. Our job remains being professionally detached, giving you information and letting you decide within our ethical guidelines and your risk profiles.

We see far too many crazy schemes and half-baked ideas from attorneys and wealth managers. In some cases, they are good ideas. In most cases, all the entities, layering and mixed ownership is only the illusion of precision. As Chris Rock says, just because you can drive your car with your feet doesn’t make it a good idea. In other words, let’s not automatically convert “you can” into “you must.”

Let’s chat so you can be smart about it.

We typically schedule a 20-minute complimentary quick chat with one of our Partners or our amazing Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax strategy and planning? Rental property support?

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Text WCG Offices

Need to get in touch through a quick text? We'll respond within a day.

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Call Our Team

If you need to speak to a tax pro, give us a call and we'll get you connected.

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Chat With a Tax Pro

Taxes can be tricky. Chat with a WCG human now and get questions answered.

After almost 6 years with this CPA group, there is NO ONE else we would trust to do our taxes.

L. Matisek

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We've worked with multiple bookkeepers and accountants over the years and WCG has completely blown us away.

N. Sellden

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As a novice business entrepreneur they provided me with the tools to both structure and tax my business efficiently

Mayon Hight

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They've made my taxes a breeze and are worth every dime I pay them for the peace of mind their services provide.

Lynn Shannon

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The good folks at WCG have impressed me, as being highly competent, patient & friendly.

Fred LeBlanc

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They've made my complicated business life simple and I'd recommend them to anyone with a slightly complicated-to-overwhelmingly complicated tax strategy!

Nic J

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For nearly nine years, I have had the privilege of working with WCG and their team of exceptionally knowledgeable and experienced CPAs.

Alex Hickman

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Amanda - WCG CPA - You guys have been invaluable in helping us get this business and tax planning setup properly and executed correctly.

Lance Dodd

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WCG is extremely knowledgable, timely and attune to the unique aspects of our businesses.

Carl Protsch

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WCG CPAs are professional and a pleasure to work with.

Nakapan P.

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They go beyond the call of duties to assist me not only with Tax return matters but with any questions on other personal and company tax matters.

Juan Mayorga

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I've always dreaded tax season, but WCG has made things so easy, even as we changed to an S corp. So happy we found them!

Paige de Kock

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It was great to find an accounting firm eager to take on new clients, answer initial questions in depth, and support our “keep it simple” philosophy.

Stuart B.

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Working with WCG was so easy, shout out to Sally Rhoades who handled my complicated tax situation this year wonderfully and was available for all my questions.

Stefani Cinto

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I am so thankful to be a client of WCG CPAs & Advisors.

Carol Kersten

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It's a wonderful and rare treat to find a company like WCG these days with their high level of service, personal approach, and deep knowledge of accounting.

Jeffree Hilton

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Such a great firm. Great communicators, great attention to detail and overall great people.

Jeff Owens

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