Guiding You. Beyond the Numbers.
Our Mission
At Wegner CPAs, we empower individuals, businesses, and non-profits to achieve success through personalized accounting, tax, and financial guidance. We are dedicated to providing exceptional client service, building lasting relationships, and fostering financial growth.
Who We Are
Led by experienced Certified Public Accountants (CPAs), Wegner CPAs boasts a team of passionate professionals with diverse expertise across industries. We combine deep accounting knowledge with strategic insights to offer comprehensive solutions tailored to your unique needs.
Our Expertise
We offer a comprehensive range of services across:
Accounting & Advisory
- Outsourced accounting and advisory services
- Accounting software implementation and training
- Audit and assurance services
- Agreed-upon procedures (AAP)
- Compliance audits
- Employee benefit plan audit
- Financial statement preparation
- Remote audit services
Business Consulting
- Mergers and acquisitions advisory
- Real estate transactions and planning
- Bank/lender financing services
- Business planning and valuation
- Tax planning and compliance
- IRS representation
- State and local tax assistance
- International tax planning and compliance
- Estate and trust planning
- Personal financial planning
Beyond the Numbers
We believe in exceeding client expectations by providing more than just technical expertise. We leverage our industry knowledge to deliver valuable insights, strategic guidance, and personalized solutions that empower our clients to make informed financial decisions.
Our Values
- Integrity: We uphold the highest ethical standards and maintain strict confidentiality.
- Client-Focused: We prioritize understanding your needs and delivering tailored solutions.
- Collaboration: We work as a team to offer comprehensive and coordinated services.
- Innovation: We embrace advancements in technology and industry trends.
- Community: We actively engage in initiatives that benefit the communities we serve.
Join Us
At Wegner CPAs, we foster a supportive and collaborative work environment where our employees can thrive and make a meaningful impact on our clients' success. If you are driven by a passion for accounting, tax, and making a difference, explore our career opportunities.
Overall Experience
All reviewers had a highly positive experience with Wegner CPAs, praising the firm's expertise, professionalism, and dedication to providing excellent service.
Expertise and Service
Reviewers highlighted the expertise of Wegner CPAs' staff, including Swati Jain, Noel Willis, Dan Bergs, Hannah, Mike Scholz, Julia, and Kate. They appreciated the firm's commitment to accuracy, attention to detail, and timely responses to their questions and concerns.
Accounting and Tax Services
Many reviewers praised Wegner CPAs for their expert accounting and tax services, including bookkeeping, payroll, and tax preparation. They appreciated the firm's ability to provide valuable insights, guidance, and recommendations to minimize tax liabilities and improve financial management.
Non-Profit Expertise
Several reviewers from non-profit organizations praised Wegner CPAs for their expertise in non-profit accounting and auditing. They appreciated the firm's understanding of their unique needs and ability to provide tailored guidance and support.
Communication and Customer Service
Reviewers consistently praised Wegner CPAs for their excellent communication, responsiveness, and customer service. They appreciated the firm's willingness to listen, explain complex concepts in a clear and concise manner, and provide personalized support.
Recommendations
All reviewers highly recommend Wegner CPAs to others, citing the firm's exceptional service, expertise, and commitment to customer satisfaction.
