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

5
May

Certified Non-Profit Accounting Professional (CNAP)

10:00 AM -
3:00 PM CDT

on deck

06/18/2026 |
11:00 AM -
12:00 PM CDT

Strengthening Internal Controls Without Adding Staff

07/15/2026 |
11:00 AM -
12:00 PM CDT

Special Needs Scholarship Program – What to Know From An Auditor’s Perspective

Wegner Insights

02/25/2026
Outsourced Accounting
Associations

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…

brittany
by Brittany Lampe
02/25/2026
Tax

Understanding Your Tax Filing Status: A Simple Guide

NOTE: This tax blog is applicable to taxpayers who reside in non-community and non-marital property states. If you reside in a marital property state (like Wisconsin), the ability to shift income and deductions between…

kaylie
by Kaylie Ault
02/24/2026
Cooperative

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…

Bruce Mayer
by Bruce Mayer, MBA, CPA