Commitment to service
We are fully committed to providing the tools and support you need for financial success. Our commitment begins with our enthusiasm for providing personalized service – identifying your specific needs and creating custom financial strategies. We will focus on your unique tax, accounting and consulting needs by getting to know your specific situation and goals.
Service you can trust
Whatever your needs - from tax form preparation to detailed business planning - you can trust us to provide accessible and reliable service. Together, we’ll build a partnership that will provide the tools and support you need for financial success.
Experience
We offer personalized financial guidance for businesses and individuals.
Teri Wagner, CPA
teri@twagnercpa.com
As a 1989 graduate with a Bachelor of Science degree in Business Administration, emphasis in accounting, Teri strives for exceptional service for clients. While working for most of her career in public accounting, Teri also worked in industry for three years. This experience on both sides of the fence gives Teri the ability to understand the hands-on and day-to-day issues faced by businesses. Teri gives her clients more than just number-crunching expertise. Listening to the clients and getting to know their unique situation are Teri’s formula for providing the tools to help clients reach financial success.
Teri’s areas of expertise include business consulting, tax planning for individuals and businesses, personal financial planning, estate planning and preparation of individual and business tax returns.
Teri and her husband, have two girls and in her spare time, Teri enjoys watching the girls play at the park, scrapbooking or a little family get-away.
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