Guiding you. Beyond the numbers.
Our Mission
At Wegner CPAs, we empower individuals, businesses, and non-profits to thrive in a complex and ever-changing world by providing personalized accounting, tax, and financial guidance.
Who We Are
Founded over 60 years ago, Wegner CPAs is a trusted accounting and advisory firm serving clients across industries. Our team of experienced professionals are dedicated to building lasting relationships and delivering exceptional client experiences through personalized service, education, and knowledge.
Our Values
Our core values guide everything we do:
- Integrity: We operate with transparency and adhere to the highest ethical standards.
- Client Focus: We prioritize client needs and actively listen to their concerns.
- Collaboration: We work as a team and leverage diverse expertise to resolve complex challenges.
- Innovation: We embrace technology and industry trends to deliver efficient and effective solutions.
- Community: We actively engage with and support the communities we serve.
Our Services
We offer a comprehensive range of accounting, tax, and advisory services including:
- Accounting & Advisory: Outsourced accounting, cloud-based accounting, business consulting, mergers & acquisitions, forensic accounting.
- Tax Planning & Compliance: Tax planning and compliance assistance, tax preparation and filing, IRS representation.
- Audit & Assurance: Audit and assurance services for businesses, non-profits, and employee benefit plans.
- Compliance & Governance: Compliance audits, agreed-upon procedures, non-profit governance consulting.
- Financial Services: Business valuation, litigation support, estate planning & wealth management.
Our Expertise Across Industries
Our experienced professionals have extensive knowledge and expertise in various industries, including:
- Construction
- Cooperatives
- Foundations
- Manufacturing
- Non-Profits
- Pharmacies
- Religious organizations
Why Choose Wegner CPAs?
- Personalized service and tailored guidance.
- Comprehensive industry expertise.
- Collaborative and responsive team.
- Strong focus on client communication and transparency.
- Commitment to exceptional client experiences.
Exceptional Accounting Services
The numerous reviews for Wegner CPA's accountancy firm are overwhelmingly positive, highlighting the expertise, professionalism, and customer service of its staff. The reviewers praise the firm's accuracy, attention to detail, and ability to communicate complex information in a clear and timely manner.
Wegner CPA's Commitment to Excellence
From personal and business tax preparation to audit and review services, Wegner CPA's dedication to its clients is evident in the reviews. The firm's staff, including Swati Jain, Noel Willis, and Dan Bergs, are praised for their expertise, responsiveness, and commitment to providing exceptional service. Whether working with small businesses, non-profit organizations, or individuals, Wegner CPA's professionals prioritize their clients' needs and offer valuable insights to minimize tax liabilities and enhance financial management.
Personalized Approach
Several reviewers commend the firm's willingness to address unique client needs, offering tailored guidance and advice. Mike Scholz's helpfulness and thoroughness in establishing a personalized plan for a small business owner's taxes stand out, demonstrating the firm's ability to adapt to individual circumstances.
Community Focus
Wegner CPA's commitment to the non-profit sector and community is highlighted in several reviews. The firm's work with non-profits, such as auditing and tax preparation, is praised for its professionalism and attention to detail. The firm's involvement in educational initiatives, like the class reviewed by Lady Eye DIY, is also appreciated for its generosity and collaboration with professionals in the field.
Consistency and Reliability
Brent Haglund's review highlights Wegner CPA's consistent excellence in auditing services, timeliness, and attention to detail. Scott Pfeil's experience with the firm's handling of a mistake emphasizes their professionalism and willingness to rectify the issue quickly and efficiently.
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