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Jason Stephens, CPA
Director of Assurance Services

Madison: (608) 442-1952

Jason Stephens, Director of Assurance Services, joined Wegner CPAs in 1999 and is part of the firm’s audit staff. With more than a seventeen years of experience, Jason works with a diverse set of clients and specializes in audit and compliance matters for both commercial and tax-exempt organizations. Enjoying this broad range of work, Jason is dedicated to helping his clients find and implement operational improvements, while remaining compliant to the special regulations for commercial and tax-exempt organizations who receive state and federal funding. Jason leads our residential/health care and housing niches and specializes in providing clients with expert services including:

  • Financial audits of many different types of organizations
  • Tax return preparation for both for-profit and not-for-profit organizations
  • Compliance audits, including the Federal Uniform Audit Guidance, the State of Wisconsin Department of Health Services Audit Guide, and Consolidated HUD Audit Guide.
  • Education on cost allocation and OMB Circulars A-110 and A-122, Benchmarking for Nonprofit Organizations and Board Governance

Certifications

  • Certified Public Accountant

Professional and Community Involvement

  • Wisconsin Institute of Certified Public Accountants (WICPA)
  • Community Shares of Wisconsin
  • United Way of Dane County
  • Volunteer, Project Home Paint-a-Thon
  • Board Member, Residential Services Association of Wisconsin
  • Active member of Leading Age Wisconsin, Wisconsin Assisted Living Association, Wisconsin Health Care Association/Wisconsin Center on Assisted Living, Residential Services Association of Wisconsin, and WI Council on Rural and Affordable Housing

Education

  • Bachelors Degree of Business Administration, Accounting; University of Wisconsin-Whitewater

Just For Fun

An avid sports fan, Jason spends free time playing golf and basketball, as well as cheering on the Wisconsin Badgers, Packers and Brewers. In addition, as a father of three young children – to whom he attributes the deterioration of his hairline – Jason’s time away from the office is often filled with family happenings and activities. If there is any free time leftover, Jason can be found reading, watching movies and traveling when he gets the chance.