Wegner CPAs

Wegner CPAs Top Workplace 2022-2025
Personalized Accounting Solutions Guiding You on a Path to Succeed Guiding You. Beyond the Numbers. How we do it is simple.

Is the No. 1 reason we come to work each day at Wegner CPAs. We care about doing what is right for our clients and our community. We pride ourselves on the same things that you do – quality, reliability, and integrity. You look to us not only for accounting and tax services, but genuine insight and fresh thinking. We work hard to meet those expectations. We focus on fostering true partnerships and

applying our relationship-based approach to keep you competitive in your ever-changing marketplace. We listen to you. Through fully understanding your broader goals; we are able to identify ways to guide you on a path to stay financially strong. Our proactive approach provides you with excellent customer service and problem-solving solutions that make us your strategic partner. Building and sustaining your trust is crucial. To ensure that your needs are always met, our skilled accounting professionals are truly attentive on educating you to provide you with the knowledge required to make sound decisions every day. We quickly communicate risks and opportunities – guiding you every step along the way. We put you first. We routinely ask for your feedback and act on it. We strive to constantly evolve to provide quality solutions for you. We care about forging stronger relationships, understanding your business and the market you operate in, and identifying specific areas where you need continuing advice. Working Together and Guiding You

Our value-added services support you in making sound decisions and getting the most out of the work we do for you. From managing financial risk to improving performance and operational effectiveness, we provide you with the information you need to do what you do best. Our determination to guide you well helps you overcome the challenges you face and presents you with opportunities. Putting our thoughts efficiently into action is the key to your continued success. In the more than six decades since Wegner CPAs was founded, we have created a collaborative culture where experienced individuals, working together, find ways to solve the toughest accounting issues you may face as an individual, business or nonprofit. We always work hard to do what is right for our clients, colleagues and the communities we serve. If you have been a client for more than 60 years or less than 60 days, you can expect the same outstanding service – Guiding You.

AMS migrations can do more than change how your association manages members and events. They can also change the reports...
06/02/2026

AMS migrations can do more than change how your association manages members and events. They can also change the reports, workflows, reconciliations, and controls that support your audit.

Before, during, and after a system transition, audit readiness comes down to a few key habits:

1️⃣Document changes clearly
2️⃣Reconcile data early
3️⃣Validate reports
4️⃣Involve your auditor before issues create rework

(We think #4 is the most important habit😉)

Our latest article breaks down the audit risks associations should watch for during an AMS migration and how to stay ahead of them:
https://hubs.li/Q04jQH8m0

500 CNAP graduates and counting! 🎉🙌We’re proud to celebrate this milestone for our Certified Nonprofit Accounting Profes...
06/01/2026

500 CNAP graduates and counting! 🎉🙌

We’re proud to celebrate this milestone for our Certified Nonprofit Accounting Professional program and the nonprofit professionals who have taken this step to strengthen their financial knowledge and leadership!

A heartfelt thank you to Melodi Bunting, CPA, for her dedication in teaching and championing this course. Her guidance continues to make a meaningful impact on nonprofit professionals and the organizations they serve!

Interested in becoming a Certified Nonprofit Professional? Our next cohort begins on August 6th.

Sign up today! Space is limited:
https://hubs.li/Q04jzJ5_0

🤔What does a People-First workplace culture look like in practice? Just ask, Oscar!Oscar Perez Sanchez is a senior accou...
05/27/2026

🤔What does a People-First workplace culture look like in practice? Just ask, Oscar!

Oscar Perez Sanchez is a senior accountant in our Assurance department and a member of our Firm's Culture Committee. We asked Oscar to share his thoughts on his favorite aspects of our People-First culture, and here's what he had to say:

"I enjoy working at Wegner CPAs because of the great culture we have. As a senior accountant at Wegner, I have the ability to plan out my year so there is no “busy season” but rather a constant flow of flexibility and work.

I interned with the Firm after college and quickly knew this firm would provide me the necessary tools to succeed in public accounting. Wegner’s culture is about allowing employees choose their career path, whether you are new to public accounting or have several years of experience.

For me, it has been about having great coworkers, managers, and partners who are always willing to help you. If working from home is something you enjoy, then Wegner is the place. I have worked remote since the pandemic began and this is all because Wegner allows me to choose. One day I can work from the Madison office and the next be traveling to a client in DC; this is what I enjoy and want to do early in my career."

Thank you Oscar for your tremendously kind words, but also for the incredible work you do! We're so lucky to have you part of the Wegner CPAs team! 🙌🤩

If you're looking for a role that offers flexibility, fulfillment, and true career development, we're hiring a Supervisor to join our Assurance team!

Learn more and apply today:
https://hubs.li/Q04j6bnh0

It's time for another Wegner in the Wild, and this one is all about connection!Whether we’re learning alongside peers, b...
05/26/2026

It's time for another Wegner in the Wild, and this one is all about connection!

Whether we’re learning alongside peers, building relationships in our communities, celebrating our team, or sharing our profession with future accountants, we like to spend our time on something we deeply care about: investing in people.

At Wegner, growth happens in more places than the office. It happens in conversations, shared experiences, community spaces, classrooms, conferences, and all the moments in between that help us feel connected to the work and to each other.

Here’s a look at where our team has been showing up lately! 💙

This Memorial Day, we remember those who served and sacrificed.Happy Memorial Day from Wegner CPAs! 💙⭐Our offices are cl...
05/25/2026

This Memorial Day, we remember those who served and sacrificed.

Happy Memorial Day from Wegner CPAs! 💙⭐

Our offices are closed today in observance of the holiday.

📢 Accounting students, this one's for you! We’re hosting our third annual Student Day at Wegner CPAs this August! Here’s...
05/20/2026

📢 Accounting students, this one's for you!

We’re hosting our third annual Student Day at Wegner CPAs this August! Here’s what you can expect if you attend:

💻 Hands-On Demonstrations
💡 Presentations and Panel Discussion
🤝 Networking, Lunch, and More!

This program is open to all college students studying or intending to study accounting! Whether you’re obtaining your Associate's degree or pursuing your Master's, we’d love to meet you!

Learn more and register by visiting the link below! We hope to see you there 👋
https://hubs.li/Q04hjsvJ0

Grant compliance doesn’t have to be stressful. A grant compliance checklist is one of the simplest tools to protect your...
05/18/2026

Grant compliance doesn’t have to be stressful.

A grant compliance checklist is one of the simplest tools to protect your nonprofit from noncompliance. It serves as a master list for tracking and verifying grant obligations are met, funds are used appropriately, and financial records remain well-maintained.

A well-built grant compliance checklist covers:
✔️General documentation (grant agreements, policies and procedures, etc.)
✔️Financial documentation (invoices, procurement documentation, etc.)
✔️Programmatic documentation (performance reports, meeting minutes, etc.)
✔️Compliance documentation (internal control documentation, etc.)

We answer your FAQs and break down the basics in our guide:
https://hubs.li/Q04h2X1l0

At Wegner, culture isn’t an afterthought; it’s the foundation of everything we do. We prioritize connection, support eac...
05/15/2026

At Wegner, culture isn’t an afterthought; it’s the foundation of everything we do.

We prioritize connection, support each other’s goals, and strive to create an environment where people feel both challenged and genuinely cared for. The numbers in this graphic reflect that shared commitment: strong values, real balance, and leadership that invests in every person’s success.

If you’re looking for a place where your voice is heard and your growth truly matters, we should talk.

We're looking for an experienced Nonprofit Audit Manager to join our Assurance team. Learn more and apply:
https://hubs.li/Q04gT5y_0

🚨 Some taxpayers are getting IRS Notice CP53E even when the notice may not match their actual tax situation.CP53E genera...
05/13/2026

🚨 Some taxpayers are getting IRS Notice CP53E even when the notice may not match their actual tax situation.

CP53E generally relates to a refund the IRS is trying to issue by direct deposit. It may show up when banking information is missing, incorrect, or cannot be used to complete the deposit.

Since this notice involves bank account information, you should slow down and verify it before taking action.

Here are some things to keep in mind before you respond:
❌ Do not scan QR codes or click links from the notice
✅Go to the IRS website by typing the address directly into your browser, and log in to your IRS Account to review the notice
✅Compare the notice against your actual tax return and payment records
❌Do not provide banking information by phone, email, or text
✅Contact your Wegner tax advisor if anything feels unusual or inconsistent

This is especially important if:
➡️You were not expecting a refund
➡️You had a balance due
➡️You asked for an overpayment to be applied to estimated taxes
➡️The notice does not match what you filed

IRS notices can be legitimate, but mistakes and scams can both happen. When banking information is involved, it is worth taking a few extra minutes to confirm what you are looking at.

Learn more in our latest blog:
https://hubs.li/Q04gx0vp0

You cannot grow what you do not fully understand.For business owners, understanding the value of your company can provid...
05/11/2026

You cannot grow what you do not fully understand.

For business owners, understanding the value of your company can provide insight into what is working, what may need attention, and how today’s decisions can impact tomorrow’s opportunities.

When you understand what drives the value of your business, you can build that value with intention. This mindset takes valuation from a point-in-time number to a strategic tool for business growth.

Read more in our latest blog where we share why business valuation should be part of your planning process earlier than you may think:
https://hubs.li/Q04g6QGb0

Address

2921 Landmark Place, Suite 300
Madison, WI
53713

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16082744020

Website

https://www.wegnercpas.com/careers/

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