Business Details
Trusted CPA Services for Individuals and Small Businesses in Doylestown, PA
As a seasoned CPA with over 25 years of experience, I founded Robin Wagner CPA to provide personalized accounting and tax solutions for individuals and small businesses. My journey began in 1997 when I earned my CPA license, followed by a 27-year tenure as CFO of a family business, where I honed my expertise in financial strategy and problem-solving. I hold advanced certifications including Enrolled Agent (IRS designation), Certified Fraud Examiner, and Certified Tax Coach, ensuring comprehensive knowledge of evolving tax laws. My approach prioritizes clarity and trust, eliminating the intimidation often associated with accounting.Clients benefit from tailored guidance, whether navigating personal tax complexities or optimizing small business financial structures. My commitment to continuous education, including a Master's in Accounting from Rutgers University, ensures clients receive up-to-date, strategic advice. Testimonials highlight my patience, accuracy, and ability to simplify financial concepts, fostering long-term client relationships built on reliability and expertise.
Services
Small Business CPA
Individual Tax Preparation
Tax Resolution
Business Consulting
Tax Savings Strategies
Financial Clarity Services
IRS Representation
Business Structure Consulting
Accounting Services
Certified Fraud Examination
Highlights and features
- Certified Fraud Examiner with expertise in financial integrity.
- Enrolled Agent status reflects the IRS's highest credential.
- 27 years as a CFO provide deep business financial insight.
- Master's in Accounting from Rutgers University (2016).
- Personalized, non-judgmental guidance for all tax inquiries.
Associations and certifications
- CPA (PA Lic CA035610L)
- Enrolled Agent (IRS)
- Certified Tax Coach (American Institute of Certified Tax Planners)
- Certified Real Estate Tax Strategist
- Association of Certified Fraud Examiners (ACFE)
- National Association of Tax Professionals (NATP)
What people say
Patient and knowledgeable
Accurate and timely
Worry-free peace of mind
Long-term relationship
Intelligent and welcoming
Services
Tax Resolution
Our tax resolution services assist in resolving disputes with tax authorities. Leveraging expertise in IRS regulations and over two decades of experience, we create strategic solutions to reduce liabilities. Clients receive personalized plans tailored to their financial situations, ensuring compliance and peace of mind.
Small Business CPA
We provide comprehensive CPA services for small businesses, including bookkeeping, financial reporting, and tax planning. Our approach ensures accurate records and strategic financial management. Clients benefit from tailored advice to optimize profitability and long-term growth.
Individual Tax Preparation
Our individual tax preparation services ensure accurate and optimized filings for complex personal financial situations. We simplify tax compliance while identifying deductions and credits. Clients gain confidence in their filings and clarity on future financial planning.
Business Consulting
We offer strategic consulting to improve small business financial health, including structure optimization and cash flow management. Our insights help clients make data-driven decisions. Services are tailored to align with business goals and industry-specific challenges.
Certified Fraud Examination
As a Certified Fraud Examiner, we conduct thorough assessments to detect and prevent financial discrepancies. Our audits ensure transparency and compliance for businesses. Clients receive actionable recommendations to strengthen financial controls and mitigate risks.
People
Robin Wagner
CPA, Enrolled Agent
Robin Wagner is a CPA and Enrolled Agent with over 25 years of experience. She specializes in small business and individual tax solutions, offering personalized, non-judgmental guidance. Her expertise includes tax resolution, accounting, and financial consulting.
Questions
What services does Robin Wagner, CPA offer?
We specialize in tax preparation, resolution, and accounting for individuals and small businesses. Additional services include financial consulting and Certified Fraud Examination.
Does Robin Wagner, CPA serve clients outside Doylestown?
Our primary focus is Doylestown and Bucks County, PA, though we may assist remote clients on a case-by-case basis.
What certifications does Robin hold?
Robin is a CPA, Enrolled Agent (IRS), Certified Fraud Examiner, Certified Tax Coach, and holds a Master's in Accounting.
Can Robin help with IRS tax disputes?
Yes, as an Enrolled Agent, Robin specializes in resolving IRS disputes and tax resolution strategies.
Is Robin accepting new clients?
As a solo practitioner, Robin is no longer accepting new clients. Please inquire for limited availability.
