Business Details
Your Trusted Partner for Accounting Solutions
Wegner CPAs is a Madison-based CPA firm dedicated to delivering personalized accounting, tax, and advisory solutions to businesses, nonprofits, and individuals. With over six decades of experience, we combine deep industry expertise with a relationship-driven approach to help clients navigate complex financial challenges. Our team of certified professionals specializes in audit and assurance, tax planning, outsourced accounting, and advisory services tailored to industries such as manufacturing, nonprofits, and international business.We prioritize quality, reliability, and integrity, fostering long-term partnerships to support clients' growth and compliance goals. Recognized as a Top Workplace nationally and locally, we cultivate a collaborative culture that empowers employees and clients alike. Our commitment to excellence is reflected in client testimonials highlighting our organized, thorough, and innovative approach to solving accounting issues.
Services
Audit and Assurance
Tax Planning
Outsourced Accounting
Advisory Services
Business Valuations
Mergers and Acquisitions
Nonprofit Advisory
Financing Services
Business Planning
Recruiting
Highlights and features
- We have over six decades of experience in accounting and tax services.
- Our team specializes in industry-specific solutions for nonprofits, businesses, and individuals.
- We maintain a collaborative culture recognized as a Top Workplace for four consecutive years.
- Our CPAs provide strategic guidance for international business, manufacturing, and nonprofit governance.
- Client testimonials highlight our organized, thorough, and innovative approach to accounting challenges.
What people say
Extremely organized and thorough
Professional and understanding
Flexible scheduling
Helpful suggestions
Capable and caring team
Services
Audit and Assurance
Our audit and assurance services provide strategic financial reporting solutions for businesses, nonprofits, and government contractors. We conduct compliance audits, employee benefit plan audits, and virtual audits to enhance decision-making and stability. Clients benefit from industry-focused teams delivering timely, cost-effective engagements aligned with AICPA and GAO standards.
Tax Planning and Compliance
We offer comprehensive federal, state, and local tax planning to minimize liability while ensuring compliance. Our CPAs specialize in international tax compliance, nonprofit tax issues, and strategies for businesses affected by natural disasters. Proactive support helps clients navigate complex regulations and optimize financial outcomes.
Outsourced Accounting
Scalable accounting solutions tailored to evolving business needs include financial reporting, payroll management, and grant compliance checklists. Our team supports nonprofits and businesses with audit-ready processes, cash flow management, and customized financial tools for operational efficiency.
Business Valuations
We provide detailed business valuations for mergers, acquisitions, estate planning, and shareholder disputes. Our analysis identifies strengths and weaknesses affecting value while offering strategic guidance for succession planning, ESOPs, and financing negotiations.
Nonprofit Advisory
Our nonprofit advisory services focus on governance, financial sustainability, and compliance. We assist with board training, reserve policy development, grant compliance, and strategic planning to help organizations strengthen financial health and mission alignment.
People
Melodi Bunting
CPA, CMA, CGMA, MBA
Melodi specializes in nonprofit audit and assurance services, providing strategic guidance on financial sustainability and governance. With extensive experience in nonprofit consulting, she helps organizations build grant compliance checklists and improve operational effectiveness through data-driven insights.
Scott Haumersen
CPA
Scott advises nonprofits on financial strategy, including reserve policy development and risk management. His expertise in nonprofit advisory services helps organizations optimize financial resources and achieve long-term sustainability through tailored policy frameworks.
Bruce Mayer
MBA, CPA
Bruce provides audit and assurance services for businesses and cooperatives, focusing on financial reporting and compliance. His industry expertise supports clients in navigating complex accounting standards and improving financial transparency for stakeholders.
Jolene Giese
CPA
Jolene specializes in nonprofit audit services, helping organizations maintain compliance and improve financial processes. She contributes to educational resources on grant compliance and audit readiness while delivering tailored solutions for nonprofit clients.
Whitney Mauger
CPA
Whitney focuses on tax services for businesses, particularly in manufacturing and international operations. She provides guidance on research expense deductions and tax strategies aligned with evolving regulations to maximize client savings.
Questions
What accounting services does Wegner CPAs offer?
We provide audit and assurance, tax planning, outsourced accounting, business valuations, and nonprofit advisory services tailored to specific industry needs.
Do you work with international businesses?
Yes, our team has expertise in international tax compliance and financial reporting for businesses operating across borders, including clients in Germany and Canada.
How can nonprofits benefit from your services?
Nonprofits receive specialized audit, compliance, and strategic advisory services, including grant compliance checklists, board training, and financial sustainability planning.
What makes your firm different from other accounting firms?
Our relationship-based approach combines six decades of experience with industry-specific expertise, recognized through consecutive Top Workplace awards and client testimonials.
Are your services available outside Wisconsin?
We serve clients nationwide with offices in New York, Washington, DC, and Wisconsin, supporting businesses and nonprofits across 39 states and three countries.
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