What are the opening hours?

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

Wegner CPAs

Call Directions Website Contact the business

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.

10/23/2026

The October 15 tax deadline kept our team busy, but it certainly didn't slow us down!

Between meetings, XCM tasks, and internal deadlines, our teammates found time to celebrate promotions, share expertise, connect with future accountants, and support the causes that matter to our communities.

It's been a busy few weeks, and we're grateful for a team that continues to show up for our clients, our communities, and each other. 💙

10/22/2026

For real estate investors, qualifying for Real Estate Professional Status (REPS) can open the door to valuable tax planning opportunities. But as your portfolio grows, understanding how the rules apply becomes even more important!

REPS can allow qualifying rental real estate losses to offset other income, including wages or business income, rather than being carried forward under the passive loss rules.

So, what does it take to qualify? 🤔 Generally, you must:

➡️Spend more than 750 hours annually in qualifying real estate activities.
➡️Spend more than half of your total working time in those activities.
➡️Meet the material participation requirements for your rental activities to receive nonpassive treatment.

Own multiple properties or LLCs? There's another layer to consider.

➡️REPS is determined at the individual level, but material participation is generally evaluated separately for each rental property. Investors may be able to elect to group their rental properties into one activity, although that decision can have long-term tax implications.

And don't overlook documentation!

➡️Keep records of which properties you're working on, the activities you're performing, and approximately how much time you spend. Not all investment-related activities count toward qualifying hours.

For investors managing a growing portfolio, REPS is worth discussing with your tax advisor well before filing season.

10/20/2026

When is the last time your co-op has evaluated its retained patronage approach?

Years of retained patronage can build into a significant future cash obligation for cooperatives, and timing can be an issue when redemption policies are tied to age, retirement, or other milestones.

Generally, co-ops can take 3 approaches to retained patronage:
1️⃣ Redeem retained patronage by allocation year
2️⃣ Redeem retained patronage based on patron age
3️⃣ Pay retained patronage over multiple years

When we work with cooperatives on retained patronage, we encourage them to look beyond the total balance on the books. We encourage cooperatives to include retained patronage in their longer-term cash flow planning before those obligations come due. Understanding when outstanding balances may become eligible for redemption gives management and the board more time to evaluate strategies for managing those payments.

10/19/2026

Your organization has internal controls in place, but are they actually working as intended?

Staff turnover, new technology, and changing responsibilities can all create gaps between written policies and day-to-day practices, and those gaps aren't always easy to spot.

Join us on Tuesday, December 1st for our next free webinar, From Policy to Practice: Are Your Internal Controls Actually Working?

Nonprofit advisor, Jordan Dittmer, CPA will discuss how to evaluate the effectiveness of your internal controls, recognize when practices have drifted from policy, and address potential weaknesses before they become bigger issues.

Sign up today to save your spot:
https://hubs.li/Q04Bh3kP0

10/14/2026

Please join us in congratulating Julia Arata-Fratta, MBA on being named as part of InBusiness Madison 2026 Power 100 and Madison365 Wisconsin's Most Influential Latino Leaders! 🎉👏

In addition to her role as the first Latina Mayor of Fitchburg, Julia serves as a leader and outsourced CFO in our Accounting Solutions Group. We are so grateful to have her as both a community leader and colleague!

Congratulations, Julia, on two well deserved recognitions!

10/13/2026

Believe it or not, the most effective time to get a business valuation is long before you're ready to sell!

Most business owners don't consider leveraging a business valuation until they have an interested buyer, a successor ready to step in, or a fixed timeline for retirement. But understanding what your business is worth today gives you a clearer starting point for the decisions ahead and more opportunity to improve the final sale price.

Three-five years out from a sale, owners have time to make adjustments that have real impact on the value of their business, but if you wait until you’re ready to sell, there’s not enough time to make substantial changes like:
➡️Improving key value drivers
➡️Addressing known risks
➡️Reducing uncertainty
➡️Strengthening succession plans
➡️Becoming better equipped to explain why the business is valuable
➡️And more!

There is a difference between running a successful business and having a business that is well positioned for a transition. If selling or transferring the business is somewhere on the horizon, even a few years out, it may be worth having the conversation now.

10/12/2026

Calling all Epic Employees! Have you considered how your stock will impact your final tax bill?

Epic Systems is privately held, and its stock program can involve different types of equity with terms that may change over time. That level of complexity means there are many different variables that can all impact your overall tax picture.

In his latest article, Noel Willis, CPA breaks down the major considerations around employee stock programs that shape short and long-term tax planning.

Read more on our website:
https://hubs.li/Q04zDCnm0

10/09/2026

Did you know that the Wegner CPAs Recruiting Services supports the people on both sides of the hiring table?💡

At Wegner, we know that people are the heart of every organization, and that belief drives our approach to recruiting. We don’t just fill roles; we help people find careers they love by connecting them with opportunities that match their skills, goals, and aspirations.

This people-first philosophy benefits everyone involved, creating long-term satisfaction on both sides of the table.

Just ask Jaidyn Koch, who worked hand-in-hand with Director of Recruiting Services, Angela Wurtz, PHR, SHRM-CP to land her dream job:

"While on the hunt for a new job, I met Angela with Wegner CPAs. From start to finish, she made the interviewing and hiring process seamless and stress free. Angela really took the time to get to know me and made it a priority for her to match me with a job that fit my needs and wants... In the years of job hunting and interviewing, I have never had such a good experience like I did while working with Angela. By taking the time to get to know me, I feel like she found the perfect fit for both me and for the business I am now working for... Working with Angela made this process completely stress- and anxiety-free and I am very grateful for the time she spent to make this such a seamless process."

We believe recruitment should be about connection, not transactions. Because when people love what they do and where they do it, everyone wins!

10/08/2026

Sometimes a new source of funding isn't worth the price of admission.

Especially in a challenging market, it's understandably difficult for nonprofits to turn down new sources of revenue. However, it's important for organizations to fully understand how each grant and (perhaps more importantly) it's requirements will impact your operations, cash flow, and mission before accepting an award.

Senior Manager of Nonprofit Advisory Services, Melodi Bunting, CPA, CMA, CGMA recommends evaluating each new grant opportunity by asking the following questions:

➡️Does the funding fit our unique mission and strategy?
➡️What will it take to administer the grant?
➡️Can our cash flow support the structure and timing of the funding?
➡️If we have to invest in operations, staff, or materials to support the grant, will those investments pay off in other areas?

Read the full, in-depth breakdown on our website:
https://hubs.li/Q04zCVh_0

10/07/2026

Autonomy, support, and an award winning workplace culture 🏆

At Wegner, people are at the heart of everything we do. We strive to empower our team to build the career of their dreams, and we give them the tools they need to succeed in the office and in their personal lives.

We're looking for an experienced Supervisor-level Controller to join our Accounting Solutions Group. If you're passionate about strengthening financial operations, providing relationship-driven service, and making informed, strategic decisions, we'd love to hear from you!

Learn more and apply:
https://hubs.li/Q04ztSlV0

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

Alerts

Be the first to know and let us send you an email when Wegner CPAs posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Wegner CPAs: