Guiding You
Beyond the Numbers

Expertise beyond accounting.

Personalized Accounting, Financial and Tax Expertise

At Wegner CPAs, expert accounting, audit/assurance, and tax planning services are just the beginning. To deliver the personalized guidance our clients truly value, our CPA firm goes further — by providing specialized insights that help clients better prepare for the future.

Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.

Working with Wegner CPAs

Accounting, Tax and Advisory Services

Whether you do business in New Berlin, Wisconsin or Berlin, Germany, our team of experts help you remain both competitive and in compliance in your ever-changing markets. To name just a few examples, we’re well recognized experts in non-profit governance and operational issues, the fine points of international business in general, the challenges facing manufacturers, and other areas.

These insights, along with our high standards for quality, reliability, and integrity, have helped us meet client needs for more than three generations. With offices in Madison, Milwaukee, Janesville, Baraboo, and Reedsburg, WI, our CPA firm also has offices in New York, NY and Washington, DC.

Upcoming Events

11
Dec

Year-End Tax Update

11:00 AM -
12:00 PM CST

Essential federal and state tax changes you need to know before year-end The tax landscape continues to evolve, and year-end is the right time to…

on deck

12/18/2025 |
1:00 PM -
2:00 PM CST

Succession Planning for Business Owners: Understanding Your Options and Key Financial Considerations

01/7/2026 |
10:00 AM -
3:00 PM CST

Certified Nonprofit Accounting Professional (CNAP) Course

Wegner Insights

12/08/2025
Business
Associations

USPS Postmark Changes May Affect Year-End Tax Documents & Charitable Donations

The USPS recently clarified an important change that could affect taxpayers, nonprofits, and anyone relying on year-end mailings: A postmark now reflects only the date USPS processes a piece of mail, not necessarily the…

Mike Scholz
by Mike Scholz, CPA
12/01/2025
Business
Tax

1099 Templates

TIN Matching 1099-DIV 1099-INT 1099-MISC 1099-NEC 1099-PATR 1098 Mortgage Interest Statement

wegner W default avatar
by
11/26/2025
Associations
Non-Profit

6 Financial Best Practices to Protect Your 501(c)(4) & Political Organization

Is Your 501(c)(4) Protected? Financial Best Practices to Reduce Risk Protecting your organization starts with strong financial management. For 501(c)(4) and related political organizations, that means more than keeping clean books, but also safeguarding…

Julia Arata Fratta
by Julia Arata-Fratta, MBA, CNAP