Guiding You
Beyond the Numbers

Expertise beyond accounting.

Personalized Accounting, Financial and Tax Expertise

At Wegner CPAs, expert accounting, audit/assurance, and tax planning services are just the beginning. To deliver the personalized guidance our clients truly value, our CPA firm goes further — by providing specialized insights that help clients better prepare for the future.

Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.

Working with Wegner CPAs

Accounting, Tax and Advisory Services

Whether you do business in New Berlin, Wisconsin or Berlin, Germany, our team of experts help you remain both competitive and in compliance in your ever-changing markets. To name just a few examples, we’re well recognized experts in non-profit governance and operational issues, the fine points of international business in general, the challenges facing manufacturers, and other areas.

These insights, along with our high standards for quality, reliability, and integrity, have helped us meet client needs for more than three generations. With offices in Madison, Milwaukee, Janesville, Baraboo, and Reedsburg, WI, our CPA firm also has offices in New York, NY and Washington, DC.

Upcoming Events

9
Oct

Certified Nonprofit Accounting Professional (CNAP) Course

10:00 AM -
3:00 PM CDT

on deck

10/21/2025 |
11:00 AM -
12:00 PM CDT

International Tax Compliance for Individuals: What to Know if You Live, Work, or Invest Abroad

12/9/2025 |
11:00 AM -
12:00 PM CST

Audit Success: Preparation Tips and Key Updates

Wegner Insights

10/17/2025
Non-Profit
Outsourced Accounting

Staying Compliant Under the New $15,000 Micro-Purchase Threshold

Understanding the New $15,000 Micro-Purchase Threshold Nonprofits that receive federal funding now have greater flexibility for small purchases, but only if their procurement policies are up to date. As of October 1, 2025, the…

Jolene Giese
by Jolene Giese, CPA
10/15/2025
Tax
Financial News

What to Do if You Receive a WI DOR Notice About Retirement Income

The Wisconsin Department of Revenue (WDOR) has begun a limited audit project focused on retirement income reporting. As part of this effort, some taxpayers may receive a notice of additional tax due if the…

Noel Willis
by Noel Willis, CPA
10/13/2025
Non-Profit
Associations

Advice for Nonprofits Navigating the Federal Government Shutdown

How Can Nonprofits Remain Resilient Amid a Government Shutdown? Background The federal government is in a partial shutdown that began on October 1. Essential services continue, but many agencies have furloughed employees and delayed…

Mitch Davis
by Mitch Davis, CPA