Wagner Accounting & Tax Service, Inc. has been a trusted partner in financial and tax management for businesses and individuals throughout the Greater Dubuque area for over 48 years. Founded in 1973 by David Wagner, our family-owned firm has built a reputation for personalized attention, meticulous analysis, and proactive guidance.
Our Expertise
We offer a comprehensive range of accounting, tax planning, and consulting services to meet your unique needs.
Accounting Services
- Comprehensive bookkeeping and write-up services
- Financial statement preparation
- Management advisory services
- Cash flow management
Tax Services
- Individual income tax planning and preparation
- Business tax planning and compliance
- Payroll tax services
- Sales tax compliance
Additional Services
- Financial and retirement planning
- Financial projections and forecasts
- Entity selection and restructuring
- IRS representation
- QuickBooks software help and consultation
A Strong Track Record
Throughout our four decades of service, we have developed strong relationships with clients across diverse industries. We pride ourselves on:
- Personalized attention: We take the time to understand your individual needs and goals.
- Proactive approach: We take a proactive stance to identify potential challenges and opportunities.
- High standards: Our seasoned professionals adhere to the highest ethical and professional standards.
Join us on your journey to financial success!
Our dedicated team is committed to helping you achieve financial viability in the present while planning for the future. Contact us today to schedule a consultation and learn how we can assist you in reaching your financial goals.
Timeliness and Friendliness
The reviews highlight that Wagner Accounting & Tax service is timely in completing tax returns and is friendly in their interactions.
Dependent Status and Refund Issues
However, there are issues with inaccurate dependent status and refund amounts. One reviewer had their dependent status changed without permission, resulting in a significant reduction in their refund. Another reviewer had errors in their tax return that led to an audit.
Unresponsiveness and Unprofessionalism
Some reviewers experienced unresponsiveness from the staff, including not returning calls or emails. They also felt that the staff was unprofessional in their interactions.
Prioritization and Overcharging
One reviewer felt that the staff prioritized larger clients, such as farms and businesses, over smaller clients, such as freelancers. They also felt overcharged for their services.
Positive Experiences
On the other hand, some reviewers had positive experiences with Wagner Accounting & Tax service. They found the staff to be knowledgeable, reliable, and prompt. They appreciated the guidance and support provided for their small businesses and personal taxes.
Accounting and Tax Services
Wagner Accounting & Tax service offers a range of services, including payroll, income tax, and other miscellaneous services. They also provide guidance on tax maintenance and handling for small businesses.
Be the first to review Wagner Accounting & Tax Service.
Write a Review
