Jason Johns Review from Google

5.0★

Jason Johns's Review Sourced from Google

I have been using Wegner CPAs for my small business and personal accounting needs for over a decade and will do so for decades more! Swati Jain and Noel Willis have been my team at Wegner and a great team they are! They promptly answer my questions, guide me through changing circumstances in my business & personal taxes and how to best navigate them. Their commitment and dedication to patiently advising me on best practices for bookkeeping and payroll to minimize my tax liabilities is invaluable as I can often overlook these in my busy life. I highly recommend Swati, Noel, and Wegner CPAs!

Green Dog, LLC Review from Google

5.0★

Green Dog, LLC's Review Sourced from Google

Swati with Wegner CPA's has been doing our taxes for years and is incredible! She is not only responsive but also very accurate and pays attention to detail and is a pleasure to work with. If looking for someone to trust to do a great job with your taxes I definitely recommend!

Lennart Johansson Review from Google

5.0★

Lennart Johansson's Review Sourced from Google

I've been working with several small and large accounting firms during my 33 years managing businesses in Wisconsin. Wegner CPA is, hands down, the best company I've worked with over the years. They provide valuable insights from a tax and general business perspective. Furthermore, their bookkeeping staff is top-notch, professional and quick, and not the least, as affordable as some of the smaller outfits I've worked with. I can't recommend them highly enough.

Amy Gorski Review from Google

5.0★

Amy Gorski's Review Sourced from Google

I highly recommend Roxanne Bira for all your small business accounting needs! She genuinely cares about my business and me as a business owner- she offers great advice which allows me to make the best decisions for my business. Going above and beyond for her clients is her standard!

Matt Mikkelsen Review from Google

1.0★

Matt Mikkelsen's Review Sourced from Google

Used them for taxes a few years ago. They did a good job. But had an urgent situation come up where I needed to help very quickly. The call would only take 5-10 minutes. They were very staunch on scheduling an appointment a week out and couldn't spare 5-10 minutes. The situation blew up and I missed out on a big return. Haven't used them since and never will again. Also never heard from them again. Definitely a churn and burn place. Had no interest in building a relationship with their client. My current accountant does a great job for 2/3 of the price and takes the time to talk with me if something comes up.

Tony Lorino Review from Google

5.0★

Tony Lorino's Review Sourced from Google

Big thanks to EWH and their team in helping establish some great operating standards for my small business. Terry has been instrumental in giving us guidance, as well as building out a business plan for our growth. I'm very appreciative for their hard work, and would recommend them to anyone seeking outside accounting and payroll - especially folks who are not accounting and payroll experts who might need a little extra hand-holding!

Jane Nee Review from Google

5.0★

Jane Nee's Review Sourced from Google

Sorge has been doing my taxes for several years. I have several accounts and they have always been helpful in explaining returns, refunds or estimated taxes. Recently; with an IRS issue, they provided excellent personal assistance.

Jeremy Kuehni Review from Google

1.0★

Jeremy Kuehni's Review Sourced from Google

Been with the Monona Wisconsin office for close to 19 years. Informed them that I was changing CPA's to a different firm. Forward 1 year and my Sorge account made a mis-stake on my 2022 tax return cost me $16k with penalties interest to the IRS in 2024 because one of their accountants use the wrong number in a place by mis-stake and literally messed up my 2023 quarterlies, said I had $24k coming back and that we where going to apply that to the next years quarterlies, little did I know that was wrong and I get stuck paying, my new accountant says I should go after Sorge CPA for the $1000 + in penalties and interest, I look at it as I made the right move to find a different firm. The only reason I started looking for a different firm to begin with is their fee's just kept increasing and increasing over the years until it seemed like they were on the payroll monthly and I realize $4000 filings fee's on top of constant large monthly fee's for taxes is ridiculous. It now cost me a quarter of the cost that it did.

Wendy Adams Review from Google

1.0★

Wendy Adams's Review Sourced from Google

We have always used a CPA to prepare our taxes. This year, we planned to move to what we thought was a local, large firm and had chosen this organization. This was a huge mistake. First, they promised if all materials were submitted by 3/18 (ours were), they guaranteed your return would be completed on time. Not only did they fail to do this, they simply filed for an extension without ever letting us know. As it was getting closer to the date taxes were due, I reached out to ask about the status. When they indicated they weren’t going to meet the 4/15 deadline and had filed for an extension on our behalf, I asked if they were going to let us know if we owed taxes so we could pay without incurring interest and penalties. The tax preparer who had been assigned to us said she’d calculate an estimate. Later that day, she came back and said we should pay over $22k and just apply any overpayment to next year. We knew this was a gross over estimate and an utter display of incompetence. We called and attempted to escalate the issue but were told they only communicate using the app. We were never able to speak with anyone other than the Reception staff. We immediately pulled our business and went back to our old CPA. We estimated our own tax, which was over $13k less than they had indicated. I did lose my $100 deposit but they had the nerve to try to charge me another $400 for this incompetence and act like they did me a favor by waiving it. Please do not ever use this organization if you care about your financial wellbeing. We are two educated professionals who learned that this place can not be trusted.