Services Offered
Tax Preparation and Planning
Comprehensive tax services for individuals and businesses, including strategies to minimize liabilities and navigate changing circumstances.
Bookkeeping and Payroll
Professional bookkeeping and payroll management to ensure accuracy, efficiency, and compliance for small businesses.
Business Advisory and Consulting
Expert guidance on financial policies, procedures, and best practices to improve operations and reduce risks for organizations.
Financial Review and Auditing
Detailed reviews of financial systems and procedures, offering recommendations for churches and institutions to enhance money handling.
Personalized Client Support
Responsive and patient assistance from dedicated teams, providing tailored advice and prompt answers to financial questions.
Reviews
5(5 reviews)
Rating Distribution
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Jason Johns
via Google
almost 3 years ago
I have been using Wegner CPAs for my small business and personal accounting needs for over a decade and will do so for decades more! Swati Jain and Noel Willis have been my team at Wegner and a great team they are! They promptly answer my questions, guide me through changing circumstances in my business & personal taxes and how to best navigate them. Their commitment and dedication to patiently advising me on best practices for bookkeeping and payroll to minimize my tax liabilities is invaluable as I can often overlook these in my busy life. I highly recommend Swati, Noel, and Wegner CPAs!
G
Green Dog, LLCvia Google
over 3 years ago
Swati with Wegner CPA's has been doing our taxes for years and is incredible! She is not only responsive but also very accurate and pays attention to detail and is a pleasure to work with. If looking for someone to trust to do a great job with your taxes I definitely recommend!
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Lennart Johanssonvia Google
about 4 years ago
I've been working with several small and large accounting firms during my 33 years managing businesses in Wisconsin. Wegner CPA is, hands down, the best company I've worked with over the years. They provide valuable insights from a tax and general business perspective. Furthermore, their bookkeeping staff is top-notch, professional and quick, and not the least, as affordable as some of the smaller outfits I've worked with. I can't recommend them highly enough.
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Jim Hearnevia Google
almost 7 years ago
Our experience with Wegner CPA's was a great one for our church. Hannah reviewed our procedures and policies currently in place, interviewed members of our staff and finance team and then was able to supply us with several recommendations to improve upon and rethink some of our policies/procedures. I would highly recommend Wegner CPAs to any church or institution looking to improve upon how handle finances, money in, money out, background checks on employees and other procedures needing a review.
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Amanda Hvia Google
over 11 years ago
My experience with Julia and Kate of the Wegner team has been fabulous. Their patience and ability to explain information to their customers is superb. As a small business owner, there are so many aspects of business that require my attention. Working with this team from Wegner has alleviated my concern in this area. Having Julia and Kate on my side and looking out for my business takes what could be a very scary and overwhelming part of owning a business much easier. Thank you Julia and Kate!!
