CAPABILITY STATEMENT · NYC CERTIFIED M/WBE · VENDOR CODE VS00104729

WCA Capital Holdings, Inc.

Financial Clarity Compliance Readiness Stronger Business Infrastructure

An NYC-certified M/WBE professional services firm delivering tax strategy, financial operations, business advisory, compliance-readiness, and entrepreneurial technical assistance, turning complex financial and operational challenges into organized systems and measurable progress.

ENTITY TYPE
New York C Corporation
FORMED
Nov. 2020 · New York, USA
VENDOR CODE
VS00104729 — Active

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Company Overview

WCA CAPITAL HOLDINGS INC. is a professional consulting, training, financial-capacity-building, and technical-assistance firm. The company provides management consulting, financial operations support, compliance readiness, business advisory, and entrepreneurial education.

ALG Blueprint is WCA's client-facing brand for individualized tax strategy and tax-readiness engagements; it is not a separate legal entity.

Brand Structure

WCA CAPITAL HOLDINGS INC. is the sole legal entity, and the certified and contracting party for all engagements. ALG Blueprint is WCA's client-facing brand name, used specifically for individualized tax strategy and tax-readiness work. It does not operate as a separate company.

NOTE WCA CAPITAL HOLDINGS INC. is the certified legal and contracting entity. ALG Blueprint is a brand name WCA uses for client-facing tax strategy work, not a subsidiary or separate practice.

Ideal Buyers

NYC & NYS Agencies Economic-Development Organizations Small-Business Support Programs M/WBE Initiatives Nonprofit Organizations Community-Development Organizations Chambers of Commerce Accelerators & Incubators Educational Institutions Professional-Services Firms Corporations with Supplier-Development Programs Prime Contractors Seeking an M/WBE Subcontractor

Core Capabilities

01
Tax Strategy & Planning via ALG Blueprint

Proactive tax assessments, forecasting, entity analysis, and implementation planning, coordinated with attorneys, payroll providers, and bookkeepers.

02
Financial Operations & Reporting

Bookkeeping infrastructure, financial process improvement, internal reporting, cash-flow analysis, and tax-ready recordkeeping.

03
Business Compliance Readiness

Documentation, filing-readiness, compliance calendars, risk assessments, and corrective-action planning.

04
Business Advisory & Capacity Building

Operational assessments, SOPs, financial infrastructure design, growth planning, and executive advisory.

05
Training & Technical Assistance

Workshops, entrepreneurial cohorts, customized curricula, financial education, and one-on-one business support.

06
Speaking, Training & Program Facilitation

Keynotes, panels, webinars, and customized financial-education programs on tax strategy, compliance, recordkeeping, and business growth.

Flagship Curriculum Example

Curriculum is modular by design and licensed or adapted across school, nonprofit, workforce, and community settings. The sequence below, built for Grades 9–12, shows how the modules build on one another; the same framework re-sequences for adult, staff, and workforce audiences.

Core Sequence, Grades 9 through 12

Six modules delivered in order, 60 to 90 minutes each. Each module assumes the one before it.

Business Ownership Extension

Four optional modules for grades 11 and 12, adults, and emerging entrepreneurs, offered after the core sequence.

Delivery Formats
Single assembly, 45 minutes
Four-session series, 4 × 60 minutes
Full core sequence, 6 × 60–90 minutes
Complete program, 10 sessions
Half-day intensive, 3–4 hours
Parent and family series, 4 × 60–90 minutes
Staff professional development, 1–2 sessions
Custom program built to institutional requirements

Differentiators

NYC-certified M/WBE

Founded and led by Courtney Evelyn, an established New York corporation operating since 2020.

Tax strategy plus operations

Combines tax strategy with financial operations and compliance readiness under one firm.

Practical implementation

Converts complicated financial information into practical, actionable implementation steps.

Works with real-world gaps

Experience supporting businesses with incomplete records and operational gaps.

Customized engagement model

No one-size-fits-all advice. Engagements are built around the client or institution.

Multiple delivery modes

One-on-one, group, workshop, cohort, and digital education, delivered through principal-led engagements and specialized professional partners.

Boutique, principal-led

Direct access to Courtney Evelyn, with specialized professional partners as needed.

Underserved-entrepreneur focus

Strong understanding of the challenges affecting underserved entrepreneurs and small businesses.

Contracting Capabilities

Prime Contractor Subcontractor Technical-Assistance Provider Workshop / Training Facilitator Financial-Readiness Consultant Tax-Strategy Subject-Matter Expert Small-Business Program Partner Project-Based Advisor Cohort-Program Provider Back-Office Financial Operations Partner

Representative Experience

WCA Capital Holdings, Inc., through its client-facing tax strategy practice, ALG Blueprint, has provided tax, financial, compliance-readiness, and business advisory support to entrepreneurs, established small businesses, and individuals with complex financial circumstances. Representative engagements include the following.

Multi-Entity Compliance Diagnostic & Corrective-Action Planning

Supported a New York small-business owner operating multiple entities with employees, incomplete financial records, and outstanding compliance concerns, including entity mapping, return review, payroll and worker-classification considerations, and document organization.

Outcome: Delivered a compliance roadmap and documentation package for addressing immediate risk and strengthening ongoing operations.

Customized Tax Strategy & Implementation

Developed tax strategies for business owners and individuals with multiple income sources, entities, and investments, including historical return review, tax-liability forecasting, and coordination with bookkeepers, payroll providers, and attorneys.

Outcome: Documented strategies and prioritized implementation steps for tax-informed financial decisions.

Financial Operations & Recordkeeping Advisory

Advised entrepreneurs and small-business owners on chart-of-accounts design, transaction categorization, reconciliation, financial separation, and tax-ready recordkeeping.

Outcome: Identified financial-record gaps and provided owners with frameworks for more organized bookkeeping, reporting, and tax-ready recordkeeping.

Financial Education, Workshops & Business Training

Developed and delivered educational content on tax strategy, business readiness, credit, and long-term financial planning through workshops, webinars, presentations, and advisory sessions.

Outcome: Translated complex tax and financial concepts into practical, action-oriented education for entrepreneurs and small-business owners.

Client identities are withheld to protect confidential financial and tax information. Additional project details, work samples, and professional references are available upon request.

Book Courtney Evelyn

Courtney Evelyn is a tax strategist, business advisor, educator, and founder of WCA Capital Holdings, Inc. She translates complex tax and financial concepts into practical, actionable strategies that entrepreneurs and organizational leaders can immediately apply.

Available For
  • Keynote addresses
  • Conference sessions
  • Panels and fireside chats
  • Corporate workshops
  • M/WBE and supplier-development programs
  • Small-business training
  • Community financial education
  • Virtual summits and webinars
Speaking Topics
  • From Tax Preparation to Tax Strategy
  • Building a Tax-Ready Business
  • The Financial Infrastructure Every Growing Business Needs
  • Common Tax and Compliance Gaps Holding Small Businesses Back
  • Creating Financially Sustainable Minority-Owned Businesses
  • What Government Contractors Need to Know About Financial Readiness
Selected Speaking Engagements
  • Progress Playbook — Know Your Numbers, Fund Your Future (co-facilitator) — Virtual, July 2025
  • James Beard Foundation Legacy Network — Co-Led Financial Literacy Sessions (personal & business credit, financial foundations, tax planning) — Virtual, Oct. 27–28, 2024
  • Miss Mack Enterprises / ROC United — Credit & Financial Education Facilitator, multi-city cohorts — 2021

Company Data & Certifications

Legal Entity
WCA CAPITAL HOLDINGS INC.
New York C Corporation
Principal
Courtney Evelyn, Founder and President
Address
244 Madison Avenue, Suite 1278
New York, NY 10016
Formed
November 2020, New York, USA
Service Area
New York City in person, virtual nationwide
NYC M/WBE Certification
MWCERT2026-678 — valid through 08/31/2031
NYC Vendor Code / PASSPort
VS00104729 — Active · PASSPort registered

NAICS Codes

Primary541611Administrative Management and General Management Consulting Services
Secondary611430Professional and Management Development Training
Secondary541219Other Accounting Services
Secondary541213Tax Preparation Services
Secondary541618Other Management Consulting Services
Secondary611710Educational Support Services
NOTE WCA Capital Holdings, Inc. is a professional consulting, education, and capacity-building firm. It is not a bank, commercial lender, investment adviser, securities firm, law firm, or CPA firm, does not provide IRS representation unless performed by an appropriately authorized professional, and does not guarantee tax savings.
NOTE Individualized tax strategy and implementation work is delivered through ALG Blueprint as a distinct engagement. No pending certification is represented as approved until formal approval is received.