Business Details
49 Years
experience
Expert Accounting and Tax Services in Southern Wisconsin
Hagen CPA has been a trusted accounting partner in Southern Wisconsin and Northern Illinois since 1977. Founded as a family-owned business, we combine over five decades of experience with personalized service to meet the financial needs of individuals and businesses. Our team of certified professionals specializes in tax planning, financial statement preparation, QuickBooks assistance, payroll services, and business consulting. With two physical locations in Janesville and Evansville, Wisconsin, and virtual consultation capabilities, we provide accessible expertise tailored to local markets.Our commitment to community involvement and client-centric approach ensures that every financial solution aligns with both regulatory standards and individual client goals. We maintain strong relationships with banks through preferred financial statement preparation and offer year-round tax planning to minimize liabilities. Backed by memberships in professional organizations like the Wisconsin CPA Association and the American Institute of CPAs, we deliver reliable, compliant financial guidance.
Services
Tax Planning
Tax Preparation
Financial Statements
QuickBooks Assistance
Payroll Services
Business Planning
Details
- Year established: 1977
Highlights and features
- Over 50 years of combined experience in accounting services
- Local family-owned business serving Wisconsin communities
- Preferred financial statements accepted by major banks
- Virtual consultations for convenient client access
- Strong community involvement and local market expertise
Associations and certifications
- Intuit ProAdvisor
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We handle complex returns while maximizing deductions and credits. Our team stays current with evolving tax laws to guarantee error-free submissions that meet IRS standards. Clients benefit from timely filings and strategic documentation organization.
Financial Statements
We prepare bank-preferred financial statements that provide clear business health assessments. Our GAAP-compliant reports include balance sheets, income statements, and cash flow analyses. These documents help businesses secure financing and make informed strategic decisions while maintaining regulatory compliance.
QuickBooks Assistance
Our Intuit ProAdvisor-certified team offers QuickBooks setup, training, and troubleshooting. We help businesses optimize software functionality for daily bookkeeping tasks. Services include system configuration, data migration, and customized workflow solutions for improved financial management efficiency.
Business Planning
We develop comprehensive business plans covering financial forecasting, tax strategies, and operational structuring. Our planning services address startup needs, succession planning, and growth strategies. Clients receive tailored guidance for long-term financial sustainability and regulatory compliance.
Payroll Services
Our payroll solutions handle tax calculations, compliance filings, and payment processing. We ensure accurate employee compensation while meeting federal and state requirements. Services include W-2 processing, direct deposit setup, and year-end tax document preparation for businesses of all sizes.
People
David A. Hagen
Partner
David Hagen, CPA, founded the firm in 1976 after graduating from UW-Whitewater. With membership in multiple professional accounting organizations, he specializes in tax preparation and business consulting while serving local community groups.
Denise M. Webb
Partner
Denise Webb, EA, joined in 1999 and became partner in 2015. She handles HR and marketing while maintaining professional affiliations. Active in community organizations, she received multiple chamber of commerce awards for her volunteer work.
Cecilia Webb
Senior Tax Manager
Cecilia Webb, EA, brings 20 years of tax expertise with specialization in small to mid-size business taxation across various industries. She maintains professional certifications and focuses on comprehensive tax planning solutions for clients.
Jason Winchell
Senior Accountant
Jason Winchell, CPA, holds advanced accounting degrees and specializes in business and individual tax preparation. With six years of prior experience, he provides technical expertise while maintaining strong client relationships through clear communication.
Rob J. Vega
Tax Preparer
Rob Vega, EA, has specialized in personal and small business tax preparation since joining in 2014. With prior accounting education and business ownership experience, he delivers practical tax solutions grounded in real-world financial challenges.
Questions
Why do I need a CPA firm?
CPA firms provide expert financial guidance beyond basic bookkeeping, ensuring regulatory compliance and strategic planning to help businesses focus on core operations.
How can Hagen CPA help with tax notices?
Bring IRS/state notices to our office for expert analysis and guidance on resolving tax issues while maintaining compliance with regulations.
What payment options exist for tax liabilities?
We help establish IRS/state installment plans when full payment isn't possible by April 15th, ensuring manageable payment schedules.
Do sales tax obligations apply to my business?
We analyze your business operations to determine sales tax collection requirements and ensure proper compliance with state regulations.
How does business growth affect tax planning?
We develop customized tax strategies considering business growth to minimize liabilities while maintaining compliance with current regulations.
What's the benefit of tax extensions?
Extensions provide six additional months to file returns, but tax payments remain due by original deadlines to avoid penalties.
