Business Details
Trusted Accounting & Tax Solutions in Madison, WI
At Wegner CPAs, we prioritize personalized service, education, and knowledge to guide individuals, businesses, and nonprofits through complex economic environments. Our professionals combine over six decades of experience with a collaborative culture to solve challenging accounting issues while maintaining quality, reliability, and integrity. We specialize in industry-focused audit, tax, and advisory services, offering fresh insights tailored to clients' evolving needs. Our relationship-based approach ensures clients receive strategic guidance for financial stability and growth.Recognized as Top Workplaces USA and Madison honorees, we foster a people-first culture that empowers employees and clients alike. With offices across Wisconsin, New York, and Washington, DC, we serve diverse markets including nonprofits, manufacturers, and international businesses. Our commitment to educational resources and transparent communication positions us as trusted partners in navigating financial challenges. We focus on long-term partnerships, delivering customized solutions that align with clients' unique goals and regulatory requirements.
Services
Audit and Assurance
Tax Planning
Advisory Services
Business Valuations
Non-Profit Consulting
Mergers & Acquisitions
Outsourced Accounting
International Tax Compliance
Employee Benefit Plan Audit
Grant Compliance
Highlights and features
- We offer over 60 years of combined experience in accounting and advisory services.
- Our team specializes in industry-specific solutions for nonprofits, manufacturers, and international businesses.
- We maintain a collaborative culture recognized by Top Workplaces USA awards.
- Our relationship-based approach ensures tailored financial guidance for long-term success.
- We provide nationwide service with local expertise through offices in Wisconsin, New York, and Washington, DC.
What people say
Extremely organized
Professional and understanding
Highly recommend their services
Fresh insights
Timely and thorough
Services
Audit and Assurance
Our audit and assurance services provide strategic financial reporting solutions for businesses, nonprofits, and employee benefit plans. We conduct AICPA-compliant audits, Yellow Book standards, and specialized reviews for government contractors. Our industry-focused teams deliver timely insights to enhance decision-making and regulatory compliance while maintaining financial stability through rigorous examination of internal controls and reporting processes.
Tax Planning
We offer comprehensive federal, state, and local tax planning services to minimize liability while ensuring compliance. Our CPAs specialize in international tax compliance, nonprofit tax issues, and business tax strategies. We provide proactive support for individuals and corporations navigating complex tax regulations, including research expense treatments and relief programs for disaster-affected taxpayers.
Business Valuations
Our business valuation services support estate planning, mergers and acquisitions, and litigation needs. We analyze company strengths and weaknesses affecting value while providing strategic guidance for succession planning and ESOPs. With expertise beyond traditional sales valuations, we help clients understand business worth through multiple valuation approaches tailored to specific legal and financial contexts.
Non-Profit Advisory
We deliver specialized advisory services for nonprofits including governance optimization, grant compliance, and financial sustainability planning. Our team conducts internal controls assessments, board training, and reserve policy development. With over 2000 nonprofit clients across 39 states, we provide tailored solutions for churches, foundations, and advocacy organizations to maintain fiduciary accountability and mission alignment.
Mergers & Acquisitions
Our M&A advisory services guide businesses through acquisition strategies, valuations, and transaction structuring. We assist owners in cash-out exits or growth acquisitions while managing due diligence processes. The team provides deal negotiation support and strategic analysis for asset vs. stock sale decisions, ensuring alignment with long-term business objectives and financial viability.
Questions
What accounting services does Wegner CPAs offer?
We provide audit and assurance, tax planning, business valuations, M&A advisory, and specialized nonprofit accounting services across multiple industries.
Do you serve international businesses?
Yes, we offer international tax compliance services and financial reporting solutions for businesses operating across borders, including clients in Germany.
How do you support nonprofit organizations?
We deliver grant compliance checklists, board training, financial sustainability assessments, and Form 990 preparation tailored to nonprofit governance requirements.
What makes your firm different from other accounting firms?
Our relationship-based approach combines 60+ years of experience with industry-specific expertise, recognized through Top Workplaces awards and long-term client partnerships.
Where are your offices located?
We operate from Madison, Milwaukee, Janesville, Baraboo, and Reedsburg, WI, with additional offices in New York, NY and Washington, DC.
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