Jason Stephens, CPA

Partner
Audit & Assurance

Jason Stephens is a partner in Wegner CPAs’ Assurance department who has spent more than twenty years working with nonprofit organizations, associations, and other community-focused entities. Based in the Madison area, he serves organizations that operate in regulated environments and are accountable to boards, funders, and external stakeholders.

Jason works closely with nonprofit leaders, boards, and audit committees, helping them navigate audit and compliance responsibilities with clarity and confidence. Much of his work involves organizations with active governance structures and grant funding, where accountability, documentation, and oversight are essential.

After joining Wegner CPAs in 1999, Jason built his practice around long-term advisory relationships grounded in consistency, follow-through, and clear communication. He values being a steady presence for organizations that serve the same community he lives and works in, and he approaches his work with a strong sense of responsibility to those missions.

Today, Jason supports nonprofit and association clients throughout the greater Madison metro region, providing dependable assurance guidance focused on governance, accountability, and long-term organizational stability.

  • Certified Public Accountant (CPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Community Shares of Wisconsin
  • United Way of Dane County
  • Past Volunteer, Project Home Paint-a-Thon
  • Treasurer, Waunakee Youth Girls Basketball
  • Bachelors Degree of Business Administration, Accounting; University of Wisconsin-Whitewater
Jason Stephens
Office

Service Area

Business | Non-Profit
Contact

Authored Content

How Can Wisconsin Nonprofits Maintain 501(c)(3) Compliance and Tax-Exempt Status?

07/23/26

What do nonprofits need to know about maintaining tax-exempt status? Table of Contents What does it mean to maintain 501(c)(3) compliance?​ Why does 501(c)(3) compliance matter for Wisconsin nonprofits? What annual IRS filing does…