About Wegner CPAs, LLP
<p>Founded in 1949, Wegner CPAs, LLP has grown into a long-running CPA firm based in Madison in south-central Wisconsin.</p> <p>From its office at 2921 Landmark Place, the firm provides audit and assurance work along with accounting and business consulting for organizations in the Madison area and clients across the country. Wegner CPAs works with businesses and non-profit organizations that need a firm that can handle day-to-day accounting support as well as formal attest services.</p> <p>Service lines include outsourced accounting and advisory, plus tax planning and tax compliance. For organizations that sponsor retirement plans, Wegner CPAs fits within the broader group of <a href="/retirement-plans">retirement plan providers</a> that can support reporting and audit requirements.</p> <p>What sets the firm apart is its mix of long-standing Wisconsin roots and a service menu that combines audit, tax, and consulting under one roof.</p> <ul> <li>Audit and assurance services (including retirement plan audits)</li> <li>Outsourced accounting and advisory support</li> <li>Tax planning</li> <li>Tax compliance</li> <li>Business consulting for businesses and non-profits</li> </ul>
Website: https://www.wegnercpas.com/
Founded: 1949
Office Locations
- Madison, WI
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 41
- Total AUM Audited: $717.1M
- 401(k): 41 plans, $717.1M AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| PLASTIC INGENUITY, INC. PROFIT SHARING AND SAVINGS PLAN | PLASTIC INGENUITY, INC., WI | $156M | 925 |
| BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP, FL | $57M | 381 |
| AGRACE HEALTH EMPLOYEE RETIREMENT PLAN | AGRACE HEALTH, WI | $48M | 875 |
| AGRACE HOSPICECARE EMPLOYEE RETIREMENT PLAN | AGRACE HOSPICECARE, WI | $42M | 872 |
| WISCONSIN EDUCATION ASSOCIATION COUNCIL PROFESSIONAL AND ASSOCIATE STAFF RETIREMENT AND 401(K) PLAN | WISCONSIN EDUCATION ASSOCIATION COUNCIL, WI | $37M | 40 |
| 401(k) Retirement Plan | Healthcare Sponsor, WI | $36M | 602 |
| 401(k) Retirement Plan | Manufacturing Sponsor, IA | $34M | 240 |
| 401(k) Retirement Plan | Professional Services Sponsor, WI | $32M | 143 |
| 401(k) Retirement Plan | Technology Sponsor, WI | $28M | 226 |
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