Welcome to Wagner & Associates, LLC, Certified Public Accountants and Consultants. We are a CPA firm located in Somerville, NJ that performs accounting and tax services, litigation support, business valuation and financial planning. Approximately half of our professional services are performed providing litigation support and business valuation and the balance of our services are performed providing accounting and tax services and financial planning.
Our Certified Public Accountants (CPAs) are focused on accounting services and traditional tax preparation and tax planning services. Some other areas of emphasis for the firm include, but are not limited to, cash flow and budget analysis and business accounting -- including outsourcing CFO functions to Wagner & Associates, LLC.
Our Certified Valuation Analysts (CVAs) are focused on providing sound, independent litigation support services in the areas of shareholder disputes, lost profits and damages claims, family law and forensic accounting.
Our Certified Public Accountants (CPAs) are focused on accounting services and traditional tax preparation and tax planning services. Some other areas of emphasis for the firm include, but are not limited to, cash flow and budget analysis and business accounting -- including outsourcing CFO functions to Wagner & Associates, LLC.
Our Certified Valuation Analysts (CVAs) are focused on providing sound, independent litigation support services in the areas of shareholder disputes, lost profits and damages claims, family law and forensic accounting.
Services
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities offered through Securities America, Inc., member FINRA/SIPC.
Visit FINRA's BrokerCheck.
Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.
Registered Representatives of SAI may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent of Investment Adviser Representative requirements.
Securities offered through Securities America, Inc., member FINRA/SIPC.
Visit FINRA's BrokerCheck.
Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor.
Registered Representatives of SAI may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent of Investment Adviser Representative requirements.
Wagner & Associates, LLC is a growing, forward-thinking Certified Public Accountants and Consultants firm located in Somerville, NJ servicing the New Jersey, New York, and Pennsylvania region.
We offer distinct services to extraordinary clients in an exceptional way.
Exceeding client expectations for almost 40 years, we have garnered unique skills, providing innovative solutions to a wide array of industries, professions, and individuals.
Our strong belief in trust, quality, and unparalleled service to our clients has been the cornerstone the firm has been built upon since its founding in 1972.
We offer distinct services to extraordinary clients in an exceptional way.
Exceeding client expectations for almost 40 years, we have garnered unique skills, providing innovative solutions to a wide array of industries, professions, and individuals.
Our strong belief in trust, quality, and unparalleled service to our clients has been the cornerstone the firm has been built upon since its founding in 1972.
The American Institute of Certified Public Accountants is the national, professional organization for all Certified Public Accountants.
Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.
The New Jersey Society of Certified Public Accountants (NJSCPA) is a non-profit, professional business organization, comprised of more than 15,500 Certified Public Accountants and accounting students.
Its mission is to provide members with the resources, information, and leadership that enable them to provide valuable services in the highest professional manner to benefit the public as well as employers and clients.
The New Jersey Society of Certified Public Accountants (NJSCPA) is a non-profit, professional business organization, comprised of more than 15,500 Certified Public Accountants and accounting students.
As a business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits!
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits!
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
QuickBooks is the ideal business accounting software for small to mid-sized business owners.
Here's 10 reasons why you should be using QuickBooks.
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky.
Save hours of frustration by allowing us to setup QuickBooks for you correctly.
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Please take a look at these shortcuts and "tricks of the trade" designed to save you time and make your QuickBooks experience even more productive.
Here's 10 reasons why you should be using QuickBooks.
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky.
Save hours of frustration by allowing us to setup QuickBooks for you correctly.
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Please take a look at these shortcuts and "tricks of the trade" designed to save you time and make your QuickBooks experience even more productive.
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