Business Details
Your Trusted CPA Partner in Rising Sun, MD
Wagner & Associates is a dedicated accounting firm committed to providing comprehensive financial solutions for businesses and individuals. Our team specializes in tax management, accounting services, and financial planning, ensuring clients receive accurate and strategic guidance. We utilize advanced, secure online platforms to streamline workflows and offer real-time financial insights. Our fixed monthly fee structure eliminates billing surprises while maintaining transparency. With a second location now open, we continue expanding our capacity to serve the community effectively.Our collaborative approach ensures clients can focus on core operations while we handle complex financial tasks. Decades of experience in the industry have solidified our reputation as trusted advisors in the region. We prioritize personalized service, adapting to each client's unique needs and goals. Our expertise extends to payroll processing, tax preparation, and business consulting, offering a full suite of services under one roof. By combining technical proficiency with client-centric values, we empower businesses to achieve long-term financial success.
Services
Advisory Services
Accounting
Payroll
Tax Planning
Financial Statements
Bookkeeping
Tax Preparation
Financial Planning
Highlights and features
- We offer secure online accounting platforms for real-time financial access
- Our fixed monthly fees ensure predictable budgeting with no surprises
- We provide collaborative financial guidance tailored to your business needs
- Our team handles day-to-day accounting tasks, allowing you to focus on operations
- We offer bundled services including payroll, tax planning, and bookkeeping
Services
Tax Planning & Preparation
Our tax planning and preparation services help clients maximize savings while maintaining compliance. We develop strategic approaches to reduce tax liabilities and ensure accurate filings. With expertise in both personal and business taxation, we provide tailored solutions that align with financial goals.
Outsourced Accounting
We handle complete accounting functions through secure online platforms. Our outsourced services include account reconciliation, financial reporting, and transaction management. Clients gain real-time access to financial data while benefiting from our team's expertise in maintaining accurate records and generating actionable insights.
Payroll Services
Our comprehensive payroll solutions manage all aspects of employee compensation. We process payments, file tax returns, and ensure compliance with regulatory requirements. Clients receive electronic paystubs and records while we handle tax remittances, garnishments, and year-end reporting for seamless operations.
Financial Planning
We provide strategic financial planning to help businesses and individuals achieve long-term objectives. Our services include cash flow analysis, investment strategies, and retirement planning. By understanding each client's unique situation, we create customized roadmaps for financial success.
Business Consulting
Our business consulting services offer expert guidance on financial decision-making. We analyze operations, identify growth opportunities, and develop strategic plans. With deep industry knowledge, we help clients navigate challenges and implement solutions that drive profitability and sustainable growth.
People
Melissa Good
COO
As Chief Operating Officer, Melissa Good oversees daily operations and ensures efficient service delivery. With extensive experience in accounting management, she focuses on process optimization and client satisfaction.
James Wagner
CFO
James Wagner, Chief Financial Officer, provides strategic financial leadership. His expertise in tax planning and business consulting helps clients achieve financial success through data-driven decision-making and innovative solutions.
Alaine Chaby
Payroll Coordinator
Alaine Chaby manages payroll operations with precision and care. She ensures timely processing and compliance with tax regulations, providing clients with reliable payroll solutions and exceptional service.
Leah Campanella
Tax Manager
Leah Campanella leads our tax department with expertise in preparation and planning. She stays current with tax law changes to ensure compliance while maximizing savings opportunities for clients.
Donna Waller
Accounts Receivable Associate
Donna Waller manages accounts receivable processes efficiently. Her attention to detail ensures accurate financial records and timely collections, supporting clients' cash flow management needs.
Questions
What accounting software do you integrate with?
We work with QuickBooks and other major platforms, providing seamless integration for real-time financial tracking and reporting.
How do you ensure data security?
We use advanced encryption and secure platforms to protect financial information, with regular security updates and access controls.
Do you offer customized service packages?
Yes, we create tailored solutions combining accounting, tax, and payroll services to match each client's specific business needs.
What industries do you specialize in?
We serve service-based businesses, medical professionals, restaurants, and individual clients with specialized financial expertise.
How are your fees structured?
We offer fixed monthly pricing for bundled services, ensuring predictable costs without unexpected billing surprises.
Can I access my financial data anytime?
Yes, our secure online portal provides 24/7 access to financial records, reports, and transaction history.
Reviews (6)
Rob McGinty
Jun 21, 2022
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All the folks on the Wagner team are very helpful and responsive. They've really stayed on top of things. They cleaned up some accounting errors and give excellent tax counsel. We're grateful to have them working for us.
Heather Szarka
Jun 10, 2020
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Patricia and her team provide outstanding work and excellent customer service! I've worked with Patricia for several years for both my personal and business taxes and am beyond pleased with the quality of service I receive!
Mari Raymond
Dec 03, 2015
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I have recommended Wagner & Associates, CPA to many of my friends. They have quality service for reasonable prices. The staff is able to explain everything in terms that I understand as well. Overall, a really great company for tax preparation.
Allen Fitzgerald
Jun 20, 2015
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Wagner & Associates does an excellent job and is an extremely professional organization to work with. Patricia always provides the best service and advice when it is necessary.
Noah Yates
Jun 14, 2015
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At Wagner & Associates CPA, their customer service is one of the best. Their staff always delivers prompt and efficient service, while being friendly at the same time. The quality of work is great, as well as the prices. I really appreciate all the work they have done for me.
Laura Diaz
Aug 03, 2014
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When a situation came up hey identified it and were passionate about helping resolve the issue and work with us to work to a positive end. The finances were a wreck and they left a trail of difficult paperwork. They figured i out and then they helped us rebuild and prevent it from happening again. They rolled up their sleeves and did the hard work for us. I highly recommend them.
