S Corp Tax Benefits & Advantages Book – Watson CPA Group



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S Corp Tax Benefits & Advantages Book – Watson CPA Group

>>Click here to get S Corp Tax Benefits & Advantages Book – Watson CPA Group at discounted price while it’s still available…<<


Posted Sat, February 29, 2020

WCG and Jason Watson, CPA, have launched the 2020 Edition of Taxpayer’s Comprehensive Guide to LLCs and S Corps. 340 pages of pure pleasure! This version has up to date 2020 knowledge reminiscent of IRA limits and Social Security wage limits, but it surely additionally has a bunch of latest info in Chapter 2 for personalized multi-entity buildings. Riveting!

We have a number of examples displaying how the Section 199A works, why S companies stay an amazing device for tax financial savings and why reverting to a C company is a foul concept. We additionally talk about entity formation, S Corp elections, cheap shareholder wage and enterprise tax deductions. Frankly the Section 199A stuff is barely about 40 pages of the fabric… the remainder is nice ol’ vogue enterprise stuff!

Before you spend your cash, we encourage you to overview the highlights under and obtain a pattern of Taxpayer’s Comprehensive Guide to LLCs and S Corps by utilizing the next button, or the digital but full model from our KnowledgeBase-

But in case you saying to your self, “Self, just get the darn book and start taking care of business” then click on on one of many buttons below-

Here are some testimonials to make you’re feeling higher (after all we solely picked the great ones… similar to referrals)-

Ronny R. says, “I enjoyed it! Gave me lots to talk about with my CPA.“

Britt S., Esq. says, “Thank you so much for speaking with me last week! You are amazing and I greatly appreciate all of the information you emailed me. I am in complete adoration of your book!”

Lisa A. says, “Detailed information about the pros and cons of creating a small business. Lots of great detail about the tax benefits and consequences. NOT a ‘dummies’ book – it assumes you already have some background knowledge.“

Brett B. says, “I read your ‘Comprehensive S Corp’ book. Wow. You blew my mind. I thought I understood S Corps.”

Larry M. says, “I found it helpful, but could have gone into a little more detail. There is one main way to save money as an s corp, and how to determine ‘how much you can get away with’ could have been expanded on a bit more. Otherwise, pretty good guide.“

M.S. says, “Great read for first time self-employed corp owners. Covers all the main basic of taxes and caveats. Well written and simple to understand for those not well versed in tax law.“

If you buy our 330-page book and think that we didn’t help you understand small business tax law or the benefits of S corporations, let us know. We never want you to feel like you wasted your money. If you are ready to add some insightful reading into your day, click on one of the preferred formats. Amazon is processed by Amazon, and the PDF is safely processed by ClickBank who will email you the PDF as an attachment.

Current release is 2020 Edition which includes the Tax Cuts & Jobs Act of 2017, Section 199A deductions for small businesses and SECURE Act of 2019. We might have additional updates as the IRS provides further guidance. Please email us to let us know you want an updated version, and we will ship free of charge. You may also want to visit our blog to catch up on some recent guidance and other issues surrounding small businesses-

How can I avoid self-employment taxes? This simple question was the inspiration for creating an article describing the benefits of an S Corporation. That original article, which was about four pages long, quickly became a series of KnowledgeBase articles on WCG (formerly Watson CPA Group) website. The articles touched on basic topics such as how to elect S Corp status, shareholder payroll, reasonable salary determination and liability protection. Those broad topics demanded much more information, both horizontally by spanning into more related issues, and vertically by digging deeper into the granular yet riveting levels of the tax code. Beyond general S Corp benefits, our 2020 edition of this book will show you-

Each week we receive several phone calls and emails from small business owners and other CPAs across the country who have read our Taxpayer’s Comprehensive Guide to LLCs and S Corps and praised the wealth of information. Regardless of your current situation, whether you are considering starting your own business or entertaining a contracting gig, or you are an experienced business owner, the contents of this book are for you.

This book is written with the general taxpayer in mind. Too many resources simply regurgitate complex tax code without explanation. While in some cases tax code and court opinions are duplicated verbatim because of precision of the words, this book strives to explain many technical concepts in layperson terms with some added humor and opinions. We believe you will find this book educational as well as amusing.

Here are some additional resources-

Section 199A deduction also known as the Qualified Business Income deduction (QBID) arises from the Tax Cuts & Jobs Act of 2017. This is a significant tax break for small business owners but there are rules and limits of course. We have written a short article which outlines what is considered a qualified business for the qualified business income deduction including the dreaded specified service trade definitions (which is easily summed up as “any trade or business where the principal asset is the reputation or skill” of the proprietor). All these items is in our guide as effectively!

Click on the button under for our articles-

S companies stay a vital tax saving device for 2 causes. First, the same old self-employment tax financial savings stays intact for all enterprise house owners together with specified service trades or companies. Second, a enterprise proprietor would possibly have to pay W-2 wages to himself or herself to not be restricted by earnings, and solely companies pays W-2 wages to house owners (in different phrases, an LLC can’t with out an S Corp election). Read the article above for riveting info!

This info can be integrated into our guide together with examples and calculations. Happy Happy Joy Joy!

WCG focuses on small companies who usually have fewer than 100 workers. Why? We need to assist individuals, and extra importantly we need to assist the enterprise proprietor straight. Frankly talking, as soon as a enterprise will get to a sure dimension administration layers get in the best way of proprietor entry. Access permits us to make sure the proprietor(s) are leveraging probably the most out of their enterprise for themselves and their households.

Because small enterprise is a core competency for us, we now have created enterprise advisory service plans which embody these actually cool things-

We even have Tax Patrol! This is a superb tax service for many who don’t want all of the enterprise advisory bells and whistles above, however now and again need some love from an skilled tax advisor and enterprise advisor. Have a fast tax query? Need to know the depreciation guidelines as you purchase that new automobile? Wondering what your April tax invoice goes to be in August? Tax Patrol is like ski patrol… you won’t use it, however you sleep higher figuring out you’ve gotten it.

The following are extra enterprise companies to get your enterprise launched and on the best way. They are teased out individually as one and completed charges like formation and onboarding stuff.

Payroll Processing
We make little or no earnings on payroll processing… we provide it as a comfort to our shoppers. One throat to choke with a single name could be reassuring however if you wish to run your payroll, go for it! Everyone thinks payroll is a bit of cake; write a examine and completed. Nope… we see a variety of errors being made by shoppers particularly the dealing with of medical insurance and HSA contributions since there are particular guidelines for higher than 2% S Corp shareholders. Then once more, we don’t thoughts fixing what was damaged.

Tax Returns
You can put together your personal particular person tax return as effectively… however the profit WCG getting ready each particular person and enterprise tax returns is that we slide issues round relying on earnings limitations, phaseouts, various minimal tax (AMT), Section 199A deduction optimization, and so forth. Having our arms round each can yield some good tax financial savings!

We will not be salespeople. We will not be placing lipstick on a pig, and making an attempt to persuade you to like it, even when Tom Ford’s Wild Ginger appears to be like wonderful. Our job stays being professionally indifferent, supplying you with info and letting you determine.

We see far too many loopy schemes and half-baked concepts from attorneys and wealth managers. In some circumstances, they’re good concepts. In most circumstances, all of the entities, layering and blended possession is barely the phantasm of precision. Just as a result of you’ll be able to complicate the crap out of your life doesn’t imply you need to. Just like Chris Rock says, simply because you’ll be able to drive your automobile along with your ft doesn’t make it a good suggestion.

As talked about elsewhere we primarily concentrate on small enterprise house owners and their distinctive session and tax preparation wants. With over 30 full-time session professionals together with Certified Public Accountants, Enrolled Agents and Certified Financial Planners in your workforce, WCG consults on customized enterprise buildings, S corp elections (even late S corp elections again to January), tax methods, enterprise teaching, business evaluation, government advantages, retirement planning together with particular person 401k plans, exit methods, enterprise valuations, earnings tax planning and modeling, and tax illustration.

With our Aspen Business Advisory Services plan above, we’re your fractional Chief Financial Officer offering C-level dialogue, steerage and strategic planning. This additionally contains money move administration, business experiences, KPI evaluation and budgeting / forecasting. Yeah, you would possibly want this stage of experience instantly… however even Michael Dell logged a while within the storage earlier than having total enterprise campuses stuffed with executives.

We additionally work with enterprise legislation attorneys for enterprise house owners who’ve extra wants reminiscent of drafting Operating Agreements, charge for service contracts, shopping for or promoting a enterprise together with worker inventory possession plans and accomplice buy-ins. In addition, WCG coordinates with third occasion plan directors reminiscent of Polycomp and RPS to create age-based revenue sharing plans and money steadiness (outlined profit) plans. We can run level on no matter your enterprise wants to make sure that communication is efficient and environment friendly permitting you to promote widgets.

Here are some extra sources you would possibly discover helpful.

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Ian grew up in New Albany, Mississippi, being very lively outdoor with the household canine and his neighborhood pals. He graduated from The University of Mississippi (Ole Miss) in 2015, the place his favourite topics had been finance and tax programs. He will match proper in right here at WCG!

He has all the time liked understanding how companies function and the influence that may be made on individuals’s lives via good accounting advising. Pass via entities are his specialty and he has additionally specialised in small enterprise flow-thru tax and personal fairness.

When Ian isn’t working onerous at WCG, you could find him spending time together with his two canines– Caesar, a Doberman, and Belle, a Maltipoo. He is an avid snowboarder and is wanting ahead to with the ability to journey to the mountains this 12 months.

Rachael Weber has earned each a Bachelor of Arts in Accounting and a Bachelor of Science in Psychology (there’s a joke about accountants being loopy in there someplace!). She has been getting ready tax returns for over 20 years and has beforehand labored in compilations and audits.

Rachael obtained her CPA license in New York in 2006, and since shifting to Colorado has utilized for the reciprocal license. She enjoys the sector of public accounting as a result of she might help shoppers really feel a bit of higher in regards to the taxes they should pay.

In her free time Rachael enjoys spending time together with her 2 youngsters and three cats, which she shares together with her 1 husband.

Jason is a small enterprise advisor specializing in LLCs and S Corporations together with entity construction, self-employment taxes and retirement planning. He is fast to level out that whereas some fundamentals cowl all conditions, each enterprise is actually distinctive. He is the writer of Taxpayer’s Comprehensive Guide to LLCs and S Corps. He got here to the accounting world as a result of he needed to assist individuals, particularly enterprise house owners, get probably the most out of their worlds.

He can be a monetary skilled witness primarily in divorce issues, prepares enterprise valuations and is a monetary planner. Download CV right here.

Jason was an airline pilot for 17 years and has a BBA and an MBA from the University of Wisconsin – Madison. Amazing he made it out alive. To add to the enjoyable, Jason additionally likes filth biking, mountain climbing the incline and cooling off with Ruby Red infused Whiskey blended with weight-reduction plan candy and bitter (getting outdated stinks). Actually it isn’t weight-reduction plan… it’s low sugar. Sounds extra masculine like Dr. Pepper Bold and Coke Zero.

Tina Watson turned a Certified Public Accountant in 2003. Tina has each a Bachelor’s and Master’s in Business Administration and consults with a wide range of small companies together with Defense Contractors.

Tina takes pleasure in serving to her shopper perceive how the numbers come collectively. She believes that the additional time spent with a shopper illustrating the mathematical nuances helps everybody higher perceive their enterprise. Tina additionally gives monetary planning and primary retirement methods as a Certified Financial Planner (CFP). Tina manages Pod A.

As a mom of three and avid tennis participant (4.5 child!), Tina nonetheless finds time to take pleasure in touring, train and the occasional second of downtime (which is sort of a unicorn).

Sally started her tax profession in 1988 with Ernst and Young (by no means heard of them, are they huge?) in Nashville and have become a CPA licensed in Tennessee in 1989. For 10 years, she adopted her Air Force husband all around the world and was a full-time mom of two and a volunteer at varied Air Force tax help places of work. She has lived in Belgium and Germany and has deep expertise with expat and navy residency points. Sally joined WCG (previously Watson CPA Group) in early 2014 and have become a licensed CPA in Colorado. In August of 2018 Sally accepted a Partnership, and heads up Pod C.

In her spare time, she enjoys tenting, tailgating at Air Force soccer video games, and spending time together with her two youngsters and husband.

Terra grew up in South Dakota and loved enjoying sports activities, particularly gymnastics! She graduated from Southwest Minnesota State University in 2007 and selected the accounting occupation due to her love for group and drawback fixing!

Terra is married and has two youngsters and one fur child! In her free time, she enjoys studying suspenseful books and teaming up together with her husband to chase their children round of their adventures!

Christi was raised in an Air Force Family, shifting from England to Colorado to Hawaii, then again to Colorado! She grew up enjoying baseball, basketball, and volleyball and considers herself fairly the tomboy.  She graduated from Pikes Peak Community College and loved her English courses due to her love for studying and writing.

Christie is married to her husband, Tom they usually share an incredible son, Caden! They share their home with their pets—Rocky, a 3-year-old miniature pinscher, Spike, a 12-year-old chihuahua, and their kitty named…Kitty. Anyone else getting “Breakfast at Tiffany’s” vibes from that identify? When Christie isn’t processing these payrolls, she enjoys crafts, mountain climbing, tenting, fishing, and spending high quality time together with her household!

Amanda would be the first to let you know she loves group, effectivity and a fast-paced surroundings. This introduced her to WCG throughout tax season years in the past and she or he by no means left! Amanda initially joined the workforce as a tax admin, however has discovered her ardour in enterprise growth. In 2019, Amanda earned her Enrolled Agent credential from the IRS, and has moved from enterprise growth supervisor to director.

Amanda considers herself a Colorado native. She attended school in Iowa, however returned to the mountain air of Colorado for her everlasting residence. In her private life Amanda enjoys spending time together with her household, pals and animals. She additionally likes to sing or curl up with a very good guide, her canines and her cat, normally with some type of snack close by. Seriously, throughout snow storms, all of us raid Amanda’s desk drawers. Peach Rings, yum!

Katy grew up in Arvada, Colorado! Growing up she liked enjoying outdoors and that hasn’t modified. She graduated from CSU Fort Collins (Go Rams) and loved her American History, German, and health courses!  Many life occasions have led her to the accounting occupation, together with marrying her husband who’s a CPA.

Katy fills up her free time with spending time with household and pals, mountain climbing, arranging flowers, barre courses, and antiquing. Her two-year-old child woman and yellow lab, Gryff, hold her busy, however she additionally finds time to be a board member of the Colorado Gift of Adoption!

Michelle started her profession within the United States Air Force the place she was a Command Lead and Manager of Computer Operations. From there, she’s labored for a handful of tax and accounting corporations, culminating 25 years of cross-functional experience in enterprise session, monetary evaluation, strategic planning and tax preparation. Michelle turned a Partner of WCG Inc. within the fall of 2019.

She is an Enrolled Agent with the IRS and a Certified Fraud Examiner. She assists Jason in divorce litigation assist and monetary evaluation. Instead of “show me the money” it turns into “where’d the money go?”

When she’s not at work, Michelle enjoys studying, spending time together with her family members together with her four-legged member of the family, cooking, watching motion pictures, and darkish chocolate.

Megan was born and raised in South Dakota the place she loved {golfing}, studying, and swimming. She studied Journalism on the University of Montana and graduated from Southwest Minnesota State University together with her Bachelor of Science in Accounting. The selection, alternative to speak and assist lots of people, and the endless provide of onerous work, led her to the accounting occupation and WCG!

Megan has been married for nearly 10 years and has 2 daughters and 1 German shepherd. Her love for golf, studying, and swimming by no means left, and she or he picks up a operating behavior yearly that by no means appears to stay!

Greg grew up in Harmony, Minnesota and loved summer time ball, swimming, and operating round with the neighbor children!  He graduated from Winona State University in 1980 with a Bachelor of Science in Accounting. During Greg’s Air Force service (4 years lively responsibility and 4 years within the MN Air National Guard), he took his first accounting class the place his teacher instructed him if he turns into a CPA, he’ll be “set for life” and the remainder is historical past!

When Greg isn’t prepping tax returns, you could find him spending time together with his spouse of 47 years, Cathy, and his youngsters and grandchildren, watching the Twins, Vikings, Timberwolves, and Wild, or re-reading his full library of John Grisham books.

Fun truth: Greg and his household are Disney fanatics and attempt to go to Disney World each different 12 months! Lost in Disney World? Call Greg!

Courtney was born in Denver, Colorado with a pair temporary stints residing in San Francisco and Seattle. Growing up, she performed softball, tennis, and golf and spent many summers road-tripping together with her grandparents of their RV. She graduated from Metropolitan State University (Go Roadrunners!) of Denver in May of 2015 with a Bachelor of Science in Accounting. Her affinity for math and numbers landed her an administrative place inside a CPA agency which grew to a bookkeeper place!

Courtney enjoys spending time together with her husband of 11 years, their two sons, and their golden retriever, Lucy! When she isn’t deep within the books, you could find Courtney protecting her boys busy with baseball, soccer, and swimming classes. She additionally enjoys touring, cooking, figuring out, and the occasional date night time.

Kristy grew up in Nashville, Illinois (sure, you learn that appropriately) enjoying within the filth, driving 4 wheelers, and attending street events. She graduated from SIU Carbondale (Go Salukis!) with a Masters in Tax. The strain of selecting a significant guided her to the tax occupation as a result of it was all the time straightforward for her!

Kristy by no means shies away from a problem and enjoys enjoying a number of devices (piano, violin, and drums) and spending time together with her husband, 4 youngsters, their cockapoo, Teddy, and their not too long ago adopted cat, Felix. She additionally fills her free time with live shows, mountain climbing, studying, watching soccer, and cooking!

Jason focuses on coordinating and consulting with companies, their house owners, people and households in constructing, and sustaining and transitioning wealth inside the household unit. As a CPA, CGMA he has the power to information vital enterprise choices and drive sturdy enterprise efficiency utilizing expertise that embody a mixture of taxation, operations, administration and technique.

Jason grew up in Golden, Colorado and loved sports activities and the outside, which caught with him all through life! He graduated from Colorado State University in 2005 with a Bachelor of Science with a Major in Business Administration and a Minor in Media Studies—the right combo at WCG!

When he’s not dealing with his Managing Partner duties at WCG, you could find Jason fishing, tenting, looking, or doing any outside exercise together with his spouse Beth and two children, Claire and Cooper! Can you say excellent Colorado household?!

Fun truth: Jason has in depth coaching in mountaineering expertise and is even licensed as an Emergency Medical Responder. He can be a member of the El Paso County Search and Rescue workforce (EPCSAR)! Make positive you’ve gotten him on pace dial to your subsequent outside journey!

Latesha has not too long ago graduated from UCCS with a Bachelor of Arts in Business Administration and was keen to place her new expertise to work instantly! She has joined WCG (previously Watson CPA Group) as an Administrative Assistant on the Business Development workforce.

Latesha is newly married(congrats!). She enjoys touring, mountain climbing, taking her pet to the canine park and watching motion pictures.

Kailey grew up in Santa Barbara, California and spent most of her time chasing lizards and enjoying with bugs. Her love for animals continued into her teenage years, the place she labored summers on the native pure historical past museum caring for snakes, turtles, and frogs, and dealing part-time at a veterinary clinic. Kailey graduated from Brigham Young University with a Bachelor of Science in Ecology and minored in Anthropology. If you’re questioning how she ended up at a CPA agency, she attributes that to eager to attempt one thing new—each within the location of her work and the work duties!

Kailey has been married to her accomplice, Alex, for 9 years they usually take pleasure in spoiling their 13 nieces and nephews and chihuahua, Zoe! In her free time, she enjoys studying, spending time outdoor, figuring out bugs, and watching Alex moonlight as a magician and balloon animal artist!

Michelle was raised in a navy household and grew up in California and Colorado! She loved enjoying softball, curler skating, driving her bike, and touring. She attended CU Boulder and graduated from UCCS in 2009 (Go Mountain Lions)! Her favourite topics had been math and accounting and she or he was drawn to the accounting occupation as a result of her household owned a small enterprise the place she acquired to watch the every day operations of the enterprise.

Michelle is married with two daughters and three fur infants! Her hobbies are cooking, gardening, touring, studying, and spending time together with her household. When she isn’t working onerous at WCG, she enjoys watching motion pictures, strolling the canines, and making an attempt new recipes!

Fun truth: Michelle is a good cook dinner—particularly Korean meals!

Alyssa grew up in Wilton, CA the place she loved enjoying outdoors together with her 3 older brothers. Her nice angle (even throughout probably the most aggravating tax seasons) introduced her to WCG!

She has been together with her husband, Tom, for 10 years, married for six! No youngsters but, however their two fur infants, Digger and Darla, are spoiled to bits! When Alyssa isn’t busy round WCG, she enjoys going to SCA occasions, crafting, studying, and enjoying video video games!

Jill grew up in Iowa, the place she loved softball and volleyball, bike driving, water snowboarding, and boating. She graduated from Iowa Lakes Community College in 1991 and loved her math and pc courses probably the most!

Jill is married to her husband, Sean, they usually have 3 youngsters all in school, a daughter-in-law, 2 canines and 4 cats! Jill nonetheless enjoys the outside and spends her free time mountain climbing, tenting, touring, studying books, attending live shows, and cheering on her favourite groups at sporting occasions.

Angie grew up in Fort Collins, Colorado however lived in lots of locations together with Illinois, Virginia, and New Jersey! She loved pace skating and enjoying piano rising up. She graduated from the University of Colorado Boulder in 2006 and loved her enterprise and economics courses probably the most!

Angie is married and has one daughter who retains her on her toes! When she isn’t onerous at work within the workplace, she enjoys exploring new locations together with her husband and daughter, making an attempt new meals and drinks, studying books, enjoying piano, and longboarding!

Fun truth: Angie is right-handed however makes use of her left hand to do duties reminiscent of consuming and utilizing her pc mouse. #ambidextrous

Daphne grew up in San Diego, California absorbing the solar on the seashore, taking part in Girl Scouts, and enjoying together with her 5 siblings and neighborhood pals! She acquired an Associates Degree in Accounting and her ardour for accounting discovered her when she was “chosen” to pay payments, reconcile accounts and shut the 12 months with the accountant at her medical subject job.

Daphne is married to her highschool sweetheart—are you able to say relationship objectives?!—they usually have two sons! When she isn’t taking good care of enterprise at WCG, she enjoys spending time together with her household, touring and tenting in her refurbished Fifties journey trailer, gardening, crafting, being outdoor, and watching sports activities

Whitney grew up in Boulder, Colorado the place she loved snowboarding and snowboarding—and nonetheless does! She graduated from Colorado State University in 2007 and loved her enterprise and agriculture courses. Her skilled growth journey teetered from the authorized subject to the accounting occupation, when she realized she loved this aspect extra even after taking the LSAT.

Whitney has been married for nearly 8 years and has two youngsters and one canine. When her work at WCG is completed, she enjoys cooking, baking, exercising, and spending time together with her household strolling the canine and going for bike rides.

Fun truth: Whitney has not too long ago reached her aim of with the ability to do 2 pull-ups and is now onto her subsequent aim of three! If you had been in search of tickets to the gun present, Whitney’s your woman!

Hannah grew up in Elizabeth, Colorado the place she loved driving horses, going to rodeos and festivals, and being outdoor. Her love for math and numbers guided her into the accounting occupation and to WCG!

She is married with 4 youngsters, 3 canines, 1 child cow, 12 geese, 3 turkeys, and 24 chickens. Sounds just like the making of a enjoyable math drawback to us! When Hannah isn’t at WCG, she enjoys the outside—tenting, filth biking, 4 wheeling, or working round her farm.

Laura grew up in a navy household and lived in a number of locations together with Turkey and Guam. Growing up she loved enjoying soccer. She attended faculty at Boise State University and graduated from CSU Global in 2018. Her favourite topics embody Geography, History, and naturally…Accounting! Her ardour for accounting began when she was a bartender protecting the books at work.

When Laura isn’t deep in financials and tax returns, she enjoys snowboarding, seashore holidays, and spending time together with her daughter, Natalie, and her canine, Red.

Tina grew up within the suburbs of Meridian, Mississippi because the oldest of 4 women. Growing up she loved enjoying tennis and softball and driving horses. She graduated from Mississippi State University (Go Bulldogs) with a Bachelor of Professional Accountancy and was inspired by her Principles of Accounting trainer to pursue the accounting occupation!

When Tina isn’t busy at WCG, she enjoys spending time together with her husband and 4 youngsters. Her artistic aspect shines together with her hobbies together with her monogram/embroidery enterprise, Sew Peachy Monograms, and amassing cookbooks and cooking.

Brian was born in Fresno, CA and moved to Colorado at 8 years outdated. Growing up he liked enjoying sports activities and video video games, driving his bike, and watching motion pictures. He is at the moment enrolled at Western Governor’s University and is graduating on the finish of this 12 months (Go Night Owls)! His love for drawback fixing, math, science, and dealing with individuals introduced him to the WCG workforce.

When he’s not deep within the books at WCG, you could find Brian watching sports activities, profitable in trivia, cooking, travelling, or enjoying a wide range of video games! He is at the moment engaged with plans to be married someday subsequent 12 months—sorry girls!

One enjoyable truth about Brian: his love for baseball (particularly the Colorado Rockies) has introduced him to fifteen out of the 30 MLB stadiums within the US with plans to hit all areas!

Terry Bryan graduated from Metropolitan University in Denver with a Bachelor of Arts diploma in Business with an emphasis on accounting. Following commencement, she moved to Texas the place she handed the CPA examination. She has acquired reciprocal CPA licenses in Idaho, Oregon, Rhode Island and at last Colorado when she moved “back home” – wow!

Terry has spent her profession in public accounting, which she loves as a result of she will get to fulfill so many great individuals. She is a Tax Senior, which permits her to arrange varied varieties of tax returns, tax projections and assist overview returns.

In her private life, Terry likes to spend time together with her husband (a retired warrant officer – served 25 years!) and her son, who graduated from CU Boulder and works within the advertising subject. Her daughter at the moment attends SDSU and is working towards changing into a nurse. Terry feels blessed to be in stunning Colorado, near so many household and pals. She additionally enjoys operating, watching HGTV and enjoying the occasional spherical of golf.

Lana retired from an extended profession filled with accounting and finance for 35 years for a Colorado Springs protection contractor, and at one time was truly the boss of certainly one of our CPAs (trace: she loves cats too)! She doesn’t let that go to her head although and continues to work for WCG as a Tax Senior getting ready company and private tax returns on Tina’s workforce (Pod A).

Lana’s passions in life embody rescuing cats in her sanctuary (Yes, Tina and Jason had been hustled into taking a large cat named Mocha), reworking her 70-year outdated residence, swimming and spending time together with her daughter and granddaughter.

Emily grew up in Arizona and has been in Colorado for over 12 years now. She has a love of numbers and was drawn to the tax preparation just a few years in the past. She is at the moment engaged on her Master’s of Science in Accounting.

Outside of the workplace, you’ll most likely discover her at residence together with her wonderful fiancée, watching a documentary or studying a very good guide.

Cherri has lived within the Colorado Springs Area all her life. She graduated from Widefield High School simply a short while in the past (ha!). While in class she targeted on Business / Administrative Assistant and began working at Exchange National Bank half time whereas in High School. Again, only a few years in the past.

Cherri is a jack of all trades, having labored beforehand in banking, as an actual property agent, and has even owned her personal hair salon! The most vital job she feels she has ever had was tutoring youngsters with studying disabilities reminiscent of Dyslexia/ADD/ADHD. Cherri has been within the accounting world for over 10 years. There is rarely a uninteresting second.

Away from the workplace, Cherri enjoys touring together with her husband Alan and an occasional spherical of golf. She enjoys mountain climbing, studying, and dealing in her flower gardens. She likes to name her son and ask if the grandkids can come over and play. She will all the time let you know how proud she is of her daughter who’s within the US Navy.

Roberta considers herself a local to Colorado, having spent virtually her complete life right here. She even lives in the home she grew up in.

She was born into accounting. Her mother was a CPA and ran her personal enterprise. After her mother stepped again from the enterprise, Roberta took it over and efficiently ran it for greater than 10 years. She merged with WCG to assist her shoppers get extra consultations and planning. Roberta focuses on contract accounting, FastBooks and casualty losses. She was impressed to concentrate on casualty losses attributable to many individuals round her being affected by the Black Forest Fire in 2013.

Roberta has been married to her highschool sweetheart for twenty-four years. They have 4 children, two boys ages 17 and 18 and two women, ages 22 and 23. Her youngest son is a most cancers survivor, recognized on the age of 10 and enduring 3 ½ years of chemotherapy. He is her hero. They have one granddaughter and one grandson. They make her happier than anything. She loves spending time with household and their two canines and two cats. She hopes to have horses once more quickly.

She loves studying and listening to audio books. In truth, she listens to them throughout her commute to and from work day-after-day. On the weekends she is at her son’s lacrosse video games, mountain climbing with the canines or taking her grandkids to enjoyable locations.

Melody joined our workforce after attending the University of Colorado at Colorado Springs profession networking night time and has labored as a seasonal tax preparer on Michelle’s workforce (Pod B) for the final three years. Melody is all the time prepared to assist out, together with aiding with payroll and serving to the admin workforce when wanted. She has since graduated from UCCS with a Bachelor of Accounting and is on the CPA monitor. She loves the number of tasks working at a CPA agency gives, in addition to the chance to be taught one thing new each time she involves work!

Melody is a Colorado native and newlywed (congrats!). In her time away from the workplace, you could find Melody studying a guide, watching a film, or having fun with a motorbike trip together with her husband.

Santiago Norte has been getting ready tax returns for over 9 years, and doesn’t plan to cease anytime quickly! He has even labored abroad in Germany, getting ready tax returns for the navy and expatriate populations, which has helped develop his ardour for distinctive tax conditions.

Santiago acquired a Masters of Arts in Education from Trevecca Nazarene University in Nashville, TN. He is an Enrolled Agent with the IRS. He is a Tax Senior for WCG (previously Watson CPA Group), and enjoys serving to shoppers perceive their tax returns and crunching the numbers.

Santiago is initially from Argentina and is fluent in Spanish. He married an American woman, and now they’ve two children and a canine. He loves soccer, touring and enjoying the inventory market!

Jerrod Aud acquired his Master’s in Business Administration with an accounting focus from the Keller Graduate School of Management. He has a variety of expertise within the finance world, from accounting to tax preparation to non-public banker. Jerrod is at the moment pursuing his CPA license.

To Jerrod, the most effective factor about working at WCG (previously Watson CPA Group) is the workforce environment! He additionally enjoys the agency’s dedication to success. He is a employees accountant on Pod C, aiding with tax return preparation, tax planning and payroll.

Jerrod and his spouse dwell deep within the Pike National Forest of the Rocky Mountains. When he’s not sitting behind a 10-key and desk lamp he enjoys snowboarding, looking, fishing and mountain climbing within the woods together with his canines.

Christi graduated from UCCS in 2006 with a Bachelor’s diploma in Accounting with a minor in Finance. She has labored for 2 CPA’s the place she processed payroll, payroll tax experiences, bookkeeping and tax work together with administrative duties earlier than coming to WCG Inc.

When she’s not at work Christi likes to do Crossfit, and spend time together with her two daughters and canine.

Stephanie joined our workforce on the peak of tax season in 2018 upon returning again to her native Colorado Springs after a 3 12 months stint in North Carolina.
Stephanie graduated in 2011 with a level in Criminal Justice and attended a mix of Pikes Peak Community College and Colorado State University.

Following her faculty years, Stephanie devoted herself to her household and being a faithful Army spouse. After 6 years as a keep at residence mother, she knew she needed/wanted to return to the surface workforce and debated between Victim’s Advocacy and Accounting. Her self-proclaimed OCD, and love of spreadsheets, and quantity crunching led straight to the accounting world… and straight to WCG.

When she’s not busy crunching numbers at work, Stephanie is at residence doing her finest to handle her family of rising children, loopy pets, and her lively responsibility husband who’s ceaselessly known as away on navy missions (solely 6 extra years!!!). When she does discover a uncommon second of peace, she enjoys cuddling up in mattress and binge watching Netflix.

Joseph Bassett joined our workforce as a seasonal preparer, and instantly we realized we couldn’t let him go! He is at the moment wrapping up his undergraduate diploma at UCCS in Colorado Springs. He plans on persevering with his training by incomes his MBA, after which sitting for the CPA examination. He has not too long ago handed the primary examination to grow to be an Enrolled Agent.

Joseph has been drawn to the accounting subject by his need to assist shoppers. He loves seeing the sunshine bulb click on for shoppers after he explains a fancy tax state of affairs. He additionally enjoys serving to shoppers save on self-employment taxes (who doesn’t at WCG?) and perceive the tax implications of residing abroad, which made him an ideal addition to Pod C!

Outside of labor (or faculty) Joseph enjoys figuring out and in search of new eating places as a reward for his onerous work!

Karen has labored for WCG for a number of tax seasons as an administrative assistant and enjoys it a lot she stays on part-time within the low season (offers her a motive to get out of sweats twice per week!) Karen got here to WCG after working 28 years as a highschool administrative assistant. Working in a highschool could be loopy – very like working for a CPA agency throughout tax season!

In her free time Karen likes to play golf (so long as nobody’s protecting rating), studying a very good crime or suspense novel, working in her yard and prowling round thrift shops for good finds. She has 2 grown daughters and 5 grandchildren.

Joab was born in British Columbia, Canada. He is certainly one of seven children in a big household. He grew up in Colorado Springs and loved sports activities, HTML coding and videography.
He is at the moment a Senior on the University of Colorado at Colorado Springs and pursuing his CPA. He selected accounting as a result of “it is the financial engine of business,” and he enjoys serving to enterprise house owners really perceive their numbers to make educated monetary choices.

When Joab will not be within the workplace, he enjoys studying, lifting weights, and Brazilian Jiu-Jitsu.

Sam Pfennigs was born in Colorado Springs, Colorado, and his love for the group and delightful surroundings has stored him right here ever since. As a senior in highschool, he determined that an accounting profession was match for him based mostly on his need to assist others and remedy advanced issues. Sam is at the moment wrapping up his undergraduate research at The University of Colorado, Colorado Springs, and plans on rolling proper right into a Master’s program in accounting. He additionally plans on getting his CPA license as quickly as he’s certified to take action… oh… and… proper after passing that pesky examination.

Sam has earlier expertise main a profitable footwear workforce at Dick’s Sporting Goods, and he’s excited to switch his management and drawback fixing expertise acquired at Dick’s to his new accounting occupation.

When Sam will not be working onerous or learning for courses, he enjoys figuring out and enjoying basketball as typically as he can. He additionally enjoys spending time outdoor, particularly on the lake or within the stunning Colorado mountains.

Gil was raised within the San Luis Valley (Southern Colorado) and graduated from Adams State University. He select the accounting business as a result of he had a favourite professor (Sheryl Abeyta), who suggested him to be an accounting main (was that recommendation or a sentence?).

Gil was raised engaged on the household farm (alfalfa and livestock) and his hobbies embody gardening, cooking, making kombucha and tenting.

Andy involves us from Houston TX, the place he was raised by CPAs. He graduated from The University of Houston with a BA in Accounting and acquired his CPA license in 2017 whereas balancing working at his father’s company tax agency.  He could be very excited to be becoming a member of the WCG workforce as he’s all the time trying to develop, be taught, and be challenged!

He moved to Colorado Springs in March 2017 together with his stunning and loving girlfriend of 5 years and his loopy cat. He likes to hunt, gather cash, work on his truck, journey, and sustain together with his pals via fantasy soccer – GO TEXANS!

Growing up in Colorado, Kate has by no means needed to dwell wherever else. Colorado has no scarcity of locations to discover and she or he hasn’t been bored but. Her subsequent buy goes to be a very good digicam to seize the wonder she will get to see day-after-day.

In school, Kate studied post-production in movie faculty, however in her early 20’s, accounting known as and she or he has by no means appeared again. She has all the time needed to be in a subject the place she might help individuals accomplish their objectives and make their desires actuality. She desires our shoppers to view her as part of the workforce that may make that occur. When they succeed, she succeeds. Her present aim is to earn her Enrolled Agent certification to assist shoppers navigate every part, together with their taxes.

You can normally discover Kate, her husband and their daughter touring within the low season. If they aren’t going worldwide, they’re taking within the views of our state whereas tenting and boating.

Chelsea grew up in Marlborough, Connecticut, staying busy with Girl Scouts, dancing, sports activities and humanities and crafts. Both of her dad and mom had been small enterprise house owners, which is the place her fascination with accounting and enterprise started.

She went again to varsity whereas additionally being a stay-at-home mother to pursue a level in accounting. Her subsequent endeavor is to check and take the EA exams whereas working alongside a number of the finest within the subject (We hope she’s speaking about us).

When Chelsea will not be working, she is spending time together with her husband, 4-year-old son and their pet. They take pleasure in touring, getting outdoor, going to sporting occasions and supporting her son at his soccer and hockey video games. If she will get a second alone, you could find her doing one thing stress-free like studying, binge-watching Netflix or getting artful.

We have employed a Rock Star however the secret isn’t out but. Rest assured that this particular person is wonderful, and might be a beautiful addition to your WCG workforce! For a quick fifty bucks we might most likely leak it out.

Hailing from Tucson, Arizona, Nate moved to Golden, Colorado, in highschool the place he performed soccer. He went to the University of Colorado at Boulder and loved enterprise courses like accounting, finance and advertising.

Nate owned his personal enterprise for a few years earlier than deciding to return to accounting. He likes with the ability to present options to issues and advising individuals on their monetary questions and choices. He appears to be like ahead to working with people, companies and expats! Looks like he’s in the precise place!

When he isn’t at WCG, he enjoys watching sports activities, {golfing}, mountain climbing, and spending time together with his spouse of practically 18 years and his 9-year-old daughter. They wish to get a canine later this 12 months. His daughter has different plans although. She additionally desires a turtle, however they haven’t taken that plunge.

Kelli is a Colorado native, however she additionally calls herself a Colorado Springs native. She has lived on this stunning metropolis her total life. She grew up enjoying outdoors as a lot as she might. Getting her homework completed as quickly as she might in order that she might go hang around with pals. She thought she needed to be a trainer, however a artistic bug bit her in highschool whereas she was a part of the yearbook employees. Journalism was calling her identify.

She graduated from the University of Colorado at Colorado Springs, with a BA in Communications-Recording Arts. Her favourite courses had been video modifying and graphic arts courses, which have each helped to take her to the following stage in every step of her profession. She not too long ago joined WCG and is worked up to unfold the phrase about them and every part they’ve to supply.

When she will not be within the workplace, she is at residence spending time together with her household. She is married, has a daughter in preschool and three boxer canines. The home is barely quiet when everyone seems to be sleeping. Being a mother is her pastime. She doesn’t take it with no consideration and if she’s not cleansing up her daughter’s messes, she helps create them. Kelli loves being a mother.

Laura grew up in Agua Dulce, California.  She loved horseback driving and studied pictures at Sacramento State (Go Hornets)!  Working with numbers is one thing she enjoys, and this led her to doing payroll and lightweight bookkeeping for the final 6 years.

When Laura will not be crunching numbers at WCG, you could find her spending time together with her husband of over 30 years, mountain climbing, driving horses, or promoting her art work.  She can be a mother to a son and daughter, each grown, and her Siberian Husky and cat.

Amy is a Colorado native, born and raised in Colorado Springs.  She has lived in a number of locations in Colorado reminiscent of Leadville, Denver, Lakewood and Morrison, however by no means strayed too far. Not way back she graduated from Palmer High School in Colorado Springs after which attended Metro State College in Denver.

Amy didn’t essentially “choose” the accounting business. She meet Jason and different great workers, and discovered that this firm was the place she needed to be (we’re tremendous pleased she discovered that out too)! I’ve a few years of administrative expertise and stay up for many extra at WCG.

In her different life outdoors of  WCG, Amy has two youngsters.  Amy’s son is 13 and my daughter is 9 (as of 2019).  Her husband has labored for Children’s Hospital, in IT, for over 11 years they usually love many outside actions together with snowboarding/snowboarding, swimming and driving off street bikes.

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