Business Details
We founded Wagner Accounting & Tax Service in 1973 to provide reliable accounting and tax preparation for the Tri-State area. Over the past five decades, we have evolved into a full-service firm offering accounting, payroll, bookkeeping, financial planning, and IRS representation. Our family-owned business remains rooted in Dubuque, having moved to Century Drive in 1985 to better serve our growing client base. We specialize in tailoring solutions for small businesses, farms, and individuals, ensuring each client receives personalized attention and expert guidance. Our team of seasoned accountants delivers accurate financial records, timely tax filings, and strategic insights that help clients navigate regulatory changes. We employ industry-standard software and rigorous internal controls to maintain transparency and safeguard client information.
When challenges arise, we proactively identify risks and implement corrective actions that protect our clients financial interests. Our commitment to professional standards is reflected in our adherence to IRS guidelines, local regulations, and ethical accounting practices. We pride ourselves on building long-term relationships, fostering trust through open communication and responsive service. Client satisfaction drives every decision we make, and we continuously seek feedback to improve our processes and outcomes. By combining decades of experience with a proactive, client-centered approach, we help businesses achieve financial viability and future growth.
When challenges arise, we proactively identify risks and implement corrective actions that protect our clients financial interests. Our commitment to professional standards is reflected in our adherence to IRS guidelines, local regulations, and ethical accounting practices. We pride ourselves on building long-term relationships, fostering trust through open communication and responsive service. Client satisfaction drives every decision we make, and we continuously seek feedback to improve our processes and outcomes. By combining decades of experience with a proactive, client-centered approach, we help businesses achieve financial viability and future growth.
Highlights and features
- We have 50+ years of local expertise.
- We offer IRS representation with proven success.
- We provide full-cycle payroll processing for all sizes.
- We maintain secure, compliant financial records.
- We deliver customized financial planning for individuals.
Services
Accounting Services
Our Accounting Services provide comprehensive financial record keeping, audit preparation, and compliance reporting tailored to businesses of all sizes. We focus on accuracy, timely reporting, and strategic insights that enable owners to make informed decisions. Clients benefit from reduced audit risk, improved cash flow visibility, and a trusted partner who stays ahead of regulatory changes.
Payroll Services
Our Payroll Services handle full-cycle payroll processing, tax filings, and employee benefit administration for companies ranging from startups to established enterprises. We ensure compliance with federal, state, and local regulations, minimizing liability and streamlining time-consuming tasks. Clients gain peace of mind, accurate paychecks, and the flexibility to focus on business growth.
Bookkeeping/Write-up Services
Our Bookkeeping/Write-up Services maintain precise ledger entries, reconcile statements, and prepare financial summaries for businesses seeking reliable data. We utilize industry-standard software to deliver transparent, audit-ready records on a weekly or monthly basis. Clients experience enhanced decision-making, fewer bookkeeping errors, and a partner committed to accuracy.
Financial and Retirement Planning
Our Financial and Retirement Planning services guide individuals and business owners through investment strategies, tax-efficient retirement solutions, and estate planning. We tailor plans to meet short-term cash needs while securing long-term financial security. Clients achieve peace of mind, optimized tax positions, and a clear roadmap toward retirement goals.
IRS Representation
Our IRS Representation services provide expert advocacy for taxpayers facing audits, disputes, or penalties across federal, state, and local jurisdictions. We employ proven negotiation techniques to achieve favorable outcomes and protect clients financial interests. Clients benefit from reduced liabilities, restored compliance status, and confidence in future tax compliance.
