Business Details
49 Years
experience
Expert Accounting Services in Southern Wisconsin
Hagen CPA has been a trusted accounting firm serving Southern Wisconsin and Northern Illinois since 1977. As a locally owned and family-operated business, we pride ourselves on delivering personalized CPA services tailored to the unique needs of our clients. Our team of experienced professionals offers a comprehensive range of services, including tax planning, financial statement preparation, QuickBooks assistance, payroll processing, and business consulting. With two convenient office locations in Janesville and Evansville, WI, and virtual consultation options, we ensure accessibility for all our clients.Our commitment to excellence is reflected in our over 50 years of combined team experience and our active involvement in community organizations. We maintain strong relationships with financial institutions through our bank-preferred financial statements and stay current with evolving tax regulations to provide accurate, compliant solutions. Our focus on client relations and attention to detail have earned us recognition as a leading accounting firm in the region.
Services
Tax Planning
Financial Statements
QuickBooks Assistance
Payroll Services
Business Planning
Details
- Year established: 1977
Highlights and features
- Over 50 years of combined experience in accounting and tax services
- Locally owned firm with deep community ties and involvement
- Bank-preferred financial statements for business lending needs
- Two convenient office locations with virtual consultation options
- Comprehensive services covering tax planning, payroll, and business consulting
Associations and certifications
- Wisconsin CPA Association
- Association of International Certified Professional Accountants
- National Association of Tax Professionals
- National Association of Enrolled Agents
What people say
Exceptional team
Great client relations
Strong community focus
Over 50 years experience
Bank-preferred statements
Services
Tax Planning
Our proactive tax planning services help individuals and businesses minimize liabilities while maximizing financial opportunities. We analyze your unique situation to develop customized strategies that align with changing regulations. Our team provides year-round guidance to optimize deductions, credits, and investment decisions while ensuring compliance with federal and state requirements.
Financial Statements
We prepare accurate, bank-preferred financial statements that provide clear insights into business performance. Our services include balance sheets, income statements, and cash flow analysis tailored to meet lending institution requirements. These statements help businesses make informed decisions while maintaining transparency with stakeholders and regulatory bodies.
QuickBooks Assistance
Our QuickBooks ProAdvisor team offers comprehensive software support for businesses of all sizes. We provide setup, training, and optimization services for QuickBooks Desktop, Online, and Enterprise versions. Our assistance ensures accurate record-keeping, streamlined reporting, and efficient financial management tailored to your specific business needs.
Payroll Services
We handle complete payroll management solutions that ensure compliance with tax regulations while saving you time. Our services include wage calculations, tax filings, direct deposit processing, and year-end reporting. We maintain accurate records and timely submissions to federal, state, and local authorities while ensuring employee payment accuracy.
Business Planning
Our business planning services help companies develop strategic roadmaps for growth and sustainability. We analyze financial health, create cash flow projections, and develop tax-efficient structures. Our guidance covers startup planning, succession strategies, and operational improvements to support long-term business objectives and market competitiveness.
People
David A. Hagen
Partner
David Hagen, CPA, founded the firm in 1976 after graduating from UW-Whitewater. With over 45 years of experience, he specializes in tax preparation and serves on multiple local business boards while maintaining professional affiliations with major accounting organizations.
Denise M. Webb
Partner
Denise Webb, EA, joined Hagen CPA in 1999 and became partner in 2015. She handles HR and marketing while maintaining active roles in local business organizations. She received the Milton Chamber Volunteer of the Year award in 2017.
Jason Winchell
Senior Accountant
Jason Winchell, CPA, brings six years of tax and accounting experience to our team. He specializes in business and individual tax preparation while maintaining professional expertise through continuous education and client-focused service delivery.
Nicole Hutchins
Tax Manager
Nicole Hutchins joined Hagen CPA in 2022 with extensive experience in tax and accounting. She specializes in small business industries and provides consulting services to non-profits while maintaining community involvement through various fundraising organizations.
Rob J. Vega
Tax Preparer
Rob Vega has been with Hagen CPA since 2014, specializing in personal and small business tax preparation. He holds an accounting degree from UW-Madison and combines technical expertise with practical business experience as a managing partner of a local enterprise.
Questions
Why do I need a CPA firm?
CPA firms provide strategic financial guidance beyond basic bookkeeping, ensuring regulatory compliance and allowing business owners to focus on core operations.
How can Hagen CPA help me?
We offer tax preparation, financial statements, and consulting services for individuals and businesses, ensuring compliance with IRS and AICPA standards.
The IRS claims I owe money. What should I do?
This is likely a scam. The IRS typically contacts taxpayers by mail first. Bring any notices to our office for professional assistance.
Can I file a tax extension?
Yes, extensions give six months to file but not to pay taxes. We can help estimate payments and set up installment plans if needed.
Do I need to collect sales taxes?
Sales tax requirements vary by state. We analyze your business to ensure proper collection and payment of Sales or Use Taxes.
How does business growth affect taxes?
We provide tax planning services to develop customized strategies that minimize liabilities and maximize savings while maintaining compliance.
