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.”
Our Goal:
“We are here to make your financial goals a reality.”
Our Advice:
“If you can't take it out, don't put it in"
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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.
Specializing in:
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
Helpful Content
Year-End Planning: Preserve, Grow, and Give
Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.