Services

Wagner Financial is a full service CPA firm that provides a comprehensive package for businesses and individuals to include financial, taxation, accounting, and payroll services.

Wealth Management

Wealth Management  is advanced financial services that provides individuals and  families with more than just transactions of buying and selling.  It is evaluating all aspects of their financial picture to establish a strategy to help them get  where they want to go.  Wealth management encompasses asset management, client advisory services with tax management services.  We use the following processes:

• Wealth Accumulation
• Wealth Preservation
• Wealth Distribution
• Retirement Planning
• Asset Management
• Insurance Optimization
• Charitable Planning
• College Planning

Accounting Services

• Bookkeeping
• Client Attestation Services
• Write Up Services
• Trusted Family Advisor

Tax Services

• Tax Planning Strategies
• Business Taxes -  Corporate, Partnership and Sole Proprietor
• Individual and Schedule C Tax Return Preparation
• Amended Return Preparation
• International  Tax Issues
• IRS Audits, Resolutions, and Workouts
• Arizona State Audits - Tax Returns and TPT

Business Payroll Services

• Full Payroll Services
• International Payroll

Fiduciary Services

• ESOP Repurchase Liability Study
• ESOP Fiduciary Audits
• Arizona Statutory Agent
• Forensic Audits
• Business Internal Control Review

INTERNATIONAL BUSINESS SERVICES

• Mexican Entity Formation
• Mexican Tax Laws - Individual and Business

BUSINESS CONSULTING SERVICES

• Business Startup Consulting
• Business Formation
• Business Loan Assistance
• Risk Assessment
• Business Opportunities to restructure, improve performance and profitability
• Debt Valuation
• Insurance Review
• Compensation Program Reviews
• Proformas
• Notary Services