Noel Willis, CPA

Partner
Tax & Business Services

Noel is a Partner in Wegner CPAs’ Tax and Business Services Department. He joined the firm in 2019 with more than 20 years of public accounting experience. Noel specializes in planning and compliance work for personal service businesses and high net worth individuals.

  • Certified Public Accountant (CPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Volunteer, USA Swimming Official
  • Bachelors of Science – Accountancy; Northern Arizona University
  • Masters in Taxation; Washington School of Law
Noel Willis

Service Area

Business | Individual

Authored Content

2026 401(k) Catch-Up Rule: What Employers and High Earners Need to Know

11/25/25

A major provision of the SECURE 2.0 Act goes into effect on January 1, 2026, and it will significantly change how higher-income employees make their 401(k) catch-up contributions. Employers, payroll teams, and plan participants…

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

10/15/25

The Wisconsin Department of Revenue (WI DOR) 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…

New Tax Provisions Impacting Individual Taxpayers

07/8/25

On July 4, 2025, President Donald Trump signed the One Big Beautiful Bill Act (OBBBA) into law. The sweeping legislation makes many of the tax cuts from the 2017 Tax Cuts and Jobs Act…