Wagner Financial Services
A trusted family advisor
“To exceed expectations of individuals and business owners by providing ongoing superior accounting & financial management, while being sensitive and insightful to all their financial needs.”
“We are here to make your financial goals a reality.”
“If you can't take it out, don't put it in"
We are a full service CPA and Wealth Management Firm that provides:
Accounting, financial management, taxation, payroll, and comprehensive financial services for US and International clients who valued personalized services with the advantage and extensive resources only a Certified Public Accountant (CPA) and Certified Financial Planner (CFP) can offer.
AAS- Accounting Services
TAX- Full Tax Services
WMS- Wealth Management Services
EST - Estate and Financial Services
BPS- Business Payroll Services
FID- Fiduciary Services and Trust Accounts
INTL- International Business Services
BCS- Business Consulting Services
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Peer-to-peer payment apps are one of the newest ways to send money.
Around the country, attitudes about retirement are shifting.
That big list of dreams and goals isn't the only way to look at your bucket list.
It's easy to let investments accumulate like old receipts in a junk drawer.