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Business Details
We are a leading accounting and tax firm dedicated to serving the greater Dubuque area. Our firm was founded by David Wagner in 1973 to provide expert accounting and tax preparation services for the Tri-State area. For decades, we have operated as a committed family firm, relocating to our current Century Drive location in 1985. We possess deep specialized skills in managing financial viability for individuals, farms, and businesses across all industries. Our team focuses on taking a proactive approach to help our clients achieve their future goals.

We maintain rigorous professional standards to navigate the ever-changing financial and regulatory world. By prioritizing each client's specific needs, we ensure a tailored approach to every engagement. Our long operational history demonstrates our stability and reliability in the community. We solve complex financial challenges through comprehensive planning and precise execution. Client satisfaction remains at the core of our operational philosophy. We pride ourselves on being a trusted resource for financial growth and stability.
Highlights and features
  • Our firm has provided expert services since 1973.
  • We serve a wide range of Tri-State industries.
  • Our team offers specialized IRS representation services.
  • We provide proactive financial and retirement planning.
  • Our experts deliver tailored QuickBooks software consultation.
Services
Accounting Services
We provide comprehensive accounting solutions for new start-ups and long-established enterprises. These services are designed for businesses across all industries to maintain financial health. Clients benefit from professional oversight that ensures accuracy and compliance within a complex regulatory environment.
Payroll Services
Our team manages complex payroll processes for businesses throughout the Dubuque area. We ensure that employees are paid accurately and tax obligations are met on time. This service reduces administrative burdens and minimizes the risk of costly payroll errors.
Bookkeeping Services
We offer detailed bookkeeping and write-up services to keep financial records organized. This service is ideal for business owners who need precise tracking of income and expenses. Our approach provides the clear financial visibility necessary for making informed business decisions.
IRS Representation
We provide professional representation for clients facing challenges with the Internal Revenue Service. Our experts handle communication and negotiations to resolve tax disputes efficiently. This service offers clients peace of mind and expert advocacy during stressful audits.
Financial Planning
Our firm delivers strategic financial and retirement planning for individuals and business owners. We help clients map out their future goals while maintaining current financial viability. This proactive approach ensures long-term security and optimized wealth management for our clients.