Business Details
Trusted Accounting & Tax Services in Fort Worth, TX
Douglas Wegner has been providing personalized financial guidance to individuals and businesses for over 25 years. Our firm specializes in accounting, tax preparation, and financial planning services tailored to the unique needs of small businesses and their owners. We are committed to delivering exceptional service through a combination of technical expertise and a deep understanding of our clients' goals. Our team of certified professionals stays current with evolving tax laws to ensure compliance and optimize financial outcomes. We prioritize transparency, reliability, and client education, offering consultations to clarify complex financial matters. With a focus on Fort Worth, Dallas, and surrounding regions, we serve clients across Texas and multiple states including Oklahoma, Arkansas, and Missouri.Our dedication to quality has earned us a reputation as a trusted advisor in the accounting industry. We emphasize proactive planning to help clients navigate tax challenges, resolve IRS issues, and achieve long-term financial stability. Our services extend beyond traditional accounting to include estate planning, payroll management, and QuickBooks support. By combining personalized attention with advanced technology, we empower clients to focus on growing their businesses while we handle financial complexities.
Services
Estate Planning
Business Accounting
Bookkeeping Services
Payroll Processing
Tax Preparation
QuickBooks Support
Financial Planning
IRS Representation
Succession Planning
Litigation Support
Highlights and features
- We offer over 25 years of experience in personalized financial guidance.
- Our team includes licensed CPAs with expertise in tax law compliance.
- We provide tailored solutions for small businesses and individual taxpayers.
- Our proactive approach prevents tax-related penalties and maximizes deductions.
- We serve clients across Texas and four additional states regionally.
Services
Tax Preparation
We provide comprehensive tax preparation services for businesses and individuals, ensuring compliance with federal, state, and local regulations. Our experts identify eligible deductions and credits to minimize liability while meeting all filing deadlines. Services include income tax returns, payroll tax filings, and resolution of outstanding tax issues.
Bookkeeping Services
Our bookkeeping services maintain accurate financial records through monthly bank reconciliations, income statements, and balance sheets. We streamline accounting processes for small businesses, ensuring organized general ledgers and timely financial reporting to support informed decision-making.
Payroll Processing
We handle complete payroll processing including tax filings, direct deposits, and compliance reporting. Our services ensure accurate employee payments, proper tax withholdings, and timely submission of W-2s and 1099s while maintaining compliance with evolving payroll regulations.
Estate Planning
Our estate planning services help clients protect assets and plan for family financial security. We develop customized strategies including wills, trusts, and tax-efficient wealth transfer methods while coordinating with legal and investment professionals for comprehensive solutions.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to optimize accounting efficiency. Our experts configure software for business needs, provide ongoing support, and ensure accurate financial data management through the QuickBooks platform.
People
Douglas J. Wegner
CPA
Licensed CPA with 30+ years of public accounting experience. Specializes in tax strategy and business advisory services. Graduated from University of Texas at Arlington in 1985 and earned CPA certification in 1993.
Ngan Dinh
Staff Accountant
Certified accountant working toward CPA designation. Specializes in financial reporting and tax preparation. Joined firm in 2019 after completing accounting degree at University of Texas at Arlington.
Dawn J. Wegner
Accounting Consultant
40+ years of tax accounting experience. Provides specialized consulting services on an as-needed basis. Focuses on complex tax situations and business financial planning strategies.
Cruz Rivas
Staff Accountant
Recent accounting graduate working toward CPA certification. Handles bookkeeping and tax preparation tasks. Joined firm in 2021 after completing degree at University of Texas at Arlington.
Blanca Saenz
Practice Manager
Business administration professional with extensive management experience. Oversees firm operations and client relations. Joined in 2025 after career in banking and logistics industries.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bank reconciliations, financial statements, general ledger maintenance, and customized financial reporting for small businesses.
How can you help with IRS tax problems?
Our team assists with payroll tax issues, IRS liens and levies, non-filed returns, and offer in compromise proposals to resolve tax debt situations.
Do you offer payroll processing options?
Yes, we provide comprehensive payroll services including tax filings, direct deposits, W-2/1099 processing, and compliance reporting tailored to business needs.
What estate planning services are available?
We offer estate planning strategies including asset allocation, trust administration, gift tax planning, and business succession planning coordinated with legal professionals.
Can you help with QuickBooks accounting software?
Yes, we provide QuickBooks setup, training, troubleshooting, and monthly financial support to optimize accounting processes for businesses.
