Marshall Wagner & Associates

At Marshall, Wagner & Associates, P.A., we are a prestigious accounting firm founded in 1997 by Douglas C. Marshall, CPA, and Julie A. Wagner, CPA. Our mission is to provide exceptional service to our clients, offering a comprehensive range of tax services, accounting and payroll services for individuals and businesses. Our personalized approach and commitment to providing security and attention to detail have earned us the trust and satisfaction of our valued clients.

Our Services

As a respected CPA firm, we offer a wide range of services designed to cater to the diverse needs of our clients. Our professional services include:

Business Consulting

We provide business consulting services to help your business grow and thrive. Our comprehensive services ensure that you are successful from the launch of your business and as you move forward. We understand that there are many aspects of running a successful operation, and that's why we cover all the bases, offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Our expertise includes:

• Accounting software conversion and implementation
• QuickBooks training and consultation
• Management and control systems review
• Litigation support
• Business valuation

Accounting

We take care of your accounting needs, allowing you to focus on growing your business. Our accounting services include:

• Bookkeeping and financial statement preparation
• Budgeting and forecasting
• Financial analysis and planning
• Tax planning and preparation
• Payroll processing and management

Payroll

We simplify your payroll processing, ensuring accurate and timely payment to your employees. Our payroll services include:

• Payroll processing and management
• Tax compliance and reporting
• Benefits administration and consulting

Tax Planning & Preparation

Our expertise in tax planning and preparation helps you maximize your hard-earned money. Our tax planning and preparation services include:

• Tax planning and preparation
• Tax consultation and advisory services
• Audit representation and advocacy

Our Community

At Marshall, Wagner & Associates, P.A., we are committed to being an important member of our community. We strive to provide honest and diligent service, continually striving to be a respected CPA firm in good standing within our community.

Get in Touch

Whether you have questions about our services or would like to learn more about how we can help you achieve your financial goals, we invite you to reach out to us. Our friendly and knowledgeable staff are always happy to assist you.