(802) 362-9086
Joseph A. Wagner, CPA, PLLC: Accounting · Tax · Consulting
We are watching the NEW TAX LEGISLATION as details emerge. Contact us to learn how you may be affected!

About us

We are a full-service support firm providing dynamic support for small and medium size businesses, and individuals. Our objective is to help our client achieve their financial and strategic goals. Whether we are providing bookkeeping services, developing internal accounting systems, assisting in tax planning and preparation, or consulting on special projects, we are committed to our client's success.

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Why Us

  • Helping our clients is the most important thing we do.
  • Our work should enhance our client's operations and knowledge.
  • Every client deserves our personal attention.
  • Our clients should like and respect us.
  • Client trust can only come from our honesty and independence.

Mission

  • Develop a clear understanding of our clients needs
  • Provide high quality service targeted to those needs
  • Provide value through proper planning, hard work, and creative solutions
  • Build trust through exceptional service

It's never too late to start thinking about how to make dollars and sense.

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Small & Medium Size Businesses

Careful planning, experienced guidance, and well thought-out growth strategies allows your small business the greatest opportunity for future success. We take the time to understand your business, offering fresh ideas for improving tax and operational strategy.

Individuals

We work to build an understanding of your personal financial profile. Knowledge, understanding, and active communication enhances possible tax planning opportunities, and helps manage your tax burden.

Partnerships

Working within the framework of Partnership Taxation we work to understand your organization, including your operational objectives and tax profile. Together we develop a customized plan to help you work through challenges, maximize results, and take advantage of planning opportunities.

S-Corporations

Working within the framework of Sub-Chapter S Corporation Taxation we work to understand your organization, including your operational objectives and tax profile. Together we develop a customized plan to help you work through challenges, maximize results, and take advantage of planning opportunities.

C-Corporations

Working within the framework of C-Corporation Taxation we work to understand your organization, including your operational objectives and tax profile. Together we develop a customized plan to help you work through challenges, maximize results, and take advantage of planning opportunities.

Non-Profit Organizations

Non-Profit Organizations present unique challenges in terms of tactical goals, statutory compliance, and day-to-day operation. We offer experienced guidance to help nonprofits carry out their organizational mission while maintaining financial stability and operational integrity.