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WGW Financial

Apples To Apples

Why do most services make you take all the numbers they already have somewhere else at tax time? Paid tax preparers must be authorized by the IRS, and when you deal with all types of businesses you also have to deal with all types of tax returns. That’s a big coordination effort for a practice that’s set up to do bookkeeping for everyone. Our focus on sole proprietors lets us provide the full service option we know our clients need at the reasonable cost they want.

Plan Name
Month To Month Price
Transaction Limit
Account Limit
Imported Transactions
Statement Data Entry
Reconciliation
Tax Returns
Invoicing
Online Payments
Receipt Upload
Mileage Tracking
Micro
$79
NA
3







Standard
$129
NA
6







Plus
$179
NA
10







 

WGW Financial uses QuickBooks, the nations largest and most compatible business accounting software.
Plan Name
Month To Month Price
Transaction Limit
Account Limit
Imported Transactions
Statement Data Entry
Reconciliation
Tax Returns
Invoicing
Online Payments
Receipt Upload
Mileage Tracking
Starter
$149
$1K
15



X
X
X
X
X
Micro
$169
$7.5K
15



X
X
X
X
X
Boutique
$199
$20K
15



X
X
X
X
X

 

Bench is one of the largest small business accounting firms and uses their own proprietary software.
Plan Name
Month To Month Price
Transaction Limit
Account Limit
Imported Transactions
Statement Data Entry
Reconciliation
Tax Returns
Invoicing
Online Payments
Receipt Upload
Mileage Tracking
Start Up
$110
NA
2



X



X
Growth
$200
NA
6







X
Enterprise
$330
NA
NA







X

 

Xendoo uses Xero, an online DIY platform for small businesses. Tax returns on the Growth plan are corporate only.

Powered By QuickBooks

As a registered QuickBooks Accountant, we get substantial discounts on QuickBooks products that allow us to pair the leading platform with our services affordably. Every WGW account comes with a free QuickBooks account. We’ll set the account up for you to lock in our lower rate and we’ll pay for it, but the account is yours. If at any time you need to move, we simply unlink our authorization for that account. You can keep the account and pay QuickBooks directly, or transfer it to another registered QuickBooks Accountant. If you already have a QuickBooks account, you can authorize us to link to that account instead.

Built By Experience

WGW’s founder has over 30 years of business accounting and tax preparation experience. We’ve used those years listening to sole proprietors to build a service that fills the gap in the fast growing self-employed market, a market traditionally asked to make due with options that were clearly designed for someone else.

Statements

Sometimes it’s not possible to link to your accounts for automatic import, and there may be other reasons for us to rely on statements on some accounts instead. Below are some common examples of account statements. We’re happy to track all of these and more. This information is typically available to you in PDF form. Simply grab them and upload them in our client area in just a few minutes. We’ll handle the data entry. 

Taxes

We’ll reach out to you in February. Simply upload any tax forms you receive like W-2s, 1099s, 1098s, etc in our client area by March 1. That’s it. We’ll put everything together and send it to you for your review before filing. We will only include information from official forms you’ve uploaded to us and the numbers we’ve got in the system for the tax year in question on your return.

Confidentiality

We are professionally disallowed from using any information you give us that is not publicly available about you in any way except to (i) comply with a validly issued and enforceable subpoena or summons; (ii) comply with professional standards, laws or regulations; (iii) enable an authorized peer review of the firm (where the information would also be protected by that reviewer); (iv) initiate or respond to a duly authorized investigation by the state accountancy board; or (v) permit review connected to the prospective purchase, sale, or merger of all or part of an accounting/tax practice (where the information would also be protected by the reviewer). Any information you share on this site or with us by phone or in correspondence or through any QuickBooks account access is subject to this confidentiality, not just your financial data. In addition, your banks or other financial institutions can only provide us your information for automatic import with your consent, usually provided by you logging in to authorize the setup. Your transaction data is then provided in read-only format. Any data coming into your account through this method is protected by both the financial institution and us. Everything about what we do with you focuses on your privacy and trust.