Business Details
Your Trusted Partner for Accounting and Financial Services
Wagner & Associates has built a reputation as a trusted partner for accounting and financial services since our founding. Our team of certified professionals delivers comprehensive solutions including tax planning, payroll management, outsourced accounting, and strategic financial guidance. We serve both individuals and businesses in the Rising Sun area, prioritizing personalized service and technological efficiency. Our recent expansion to a second location demonstrates our commitment to meeting growing community needs.With decades of combined experience, we implement advanced platforms for real-time financial visibility while maintaining a client-centric approach. Our expertise spans from basic bookkeeping to complex financial planning, ensuring clients receive tailored support aligned with their unique goals. We emphasize proactive tax strategies, accurate reporting, and transparent communication to help clients optimize their financial health.
Services
Tax Planning & Preparation
Payroll Services
Financial Statements
Outsourced Accounting
Business Consulting
Highlights and features
- We offer certified CPA expertise with local market knowledge
- Our team provides real-time financial data access through secure platforms
- We implement strategic tax planning to maximize savings
- We bundle services with transparent fixed monthly pricing
- Our outsourced accounting solutions scale with business growth
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses maximize savings while ensuring compliance. We analyze financial situations to identify deductions, manage quarterly estimates, and prepare accurate returns. Our expertise covers both personal and business tax requirements with strategic year-round planning.
Payroll Services
We handle complete payroll management including tax filings, W-2 generation, and electronic paystub distribution. Our system ensures timely payments, accurate tax calculations, and compliance with changing regulations. Businesses receive streamlined payroll processing tailored to their specific needs.
Outsourced Accounting
Our outsourced accounting provides full-cycle bookkeeping with real-time financial visibility. Services include account reconciliation, expense tracking, and financial reporting. Businesses gain access to professional accounting support without maintaining an in-house department, with secure online platform integration.
Financial Statements
We prepare comprehensive financial statements including balance sheets, income statements, and cash flow analyses. Our reports provide accurate business performance insights for decision-making, loan applications, and regulatory requirements using up-to-date accounting standards.
Business Consulting
Our business consulting offers strategic financial advice for growth and operational efficiency. We analyze business performance, develop financial strategies, and provide actionable recommendations. Services include budget planning, cash flow management, and long-term financial roadmap development.
People
Melissa Good
COO
Melissa oversees daily operations and service delivery at Wagner & Associates. With 15+ years in accounting management, she ensures efficient processes and client satisfaction across both office locations.
James Wagner
CFO
James provides financial leadership and strategic direction for the firm. As CFO, he maintains professional standards and develops innovative solutions for clients' complex financial challenges.
Alaine Chaby
Payroll Coordinator
Alaine manages payroll operations with precision, ensuring timely and accurate processing for all clients. Her expertise in payroll tax regulations helps businesses maintain compliance with federal and state requirements.
Leah Campanella
Tax Manager
Leah leads our tax department with specialized expertise in individual and business tax strategies. She stays current with evolving tax laws to optimize clients' financial positions year-round.
Donna Waller
Accounts Receivable Associate
Donna manages accounts receivable processes with meticulous attention to detail. Her work ensures smooth financial operations and accurate recordkeeping for our business clients.
Questions
What accounting services do you offer for small businesses?
We provide outsourced accounting, payroll processing, financial statements, tax planning, and strategic business consulting tailored to small business needs.
How do you handle payroll tax compliance?
Our payroll services include tax filing, W-2 preparation, pension remittances, and electronic recordkeeping to ensure complete compliance with federal and state regulations.
What technology platforms do you use?
We utilize secure online platforms for real-time financial data access, document sharing, and streamlined communication with clients.
Do you offer fixed pricing for accounting services?
Yes, we bundle services with transparent fixed monthly fees to help clients budget effectively without unexpected charges.
