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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.
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The Statement of Functional Expenses
What is the Statement of Functional Expenses? The Statement of Functional Expenses (SFE) is a financial report used by not-for-profit organizations to present the functional classification of expenses in addition to the natural classifications…
Worker Co-op Owners: Where to Report Patronage Dividends (1099-PATR) on Your Form 1040 for 2025
This article outlines a suggestion for reporting your patronage dividends income for the 2024 tax year. Please keep in mind the caveat that this is not individual advice and you need to explore all…