Wagner CPA Group is made up of Andy and Deb Wagner. Together they aim to provide personalized, full-financial services to families, individuals, and small businesses. 

IMG_0550.jpg
Thumbtack
Jake K.
67d ago

Andy and Deb are absolutely wonderful. They helped guide me through the tax system and a portfolio review. They also worked with me to get a great return.I could never go back to Turbotax after getting their help. I strongly recommend them!

See all reviews

Deborah L. Wagner, CPA
                                       
Deb has over 20 years experience serving clients in accounting, tax, and consulting.  Her experience in two Accounting firms;  (PricewaterhouseCoopers) "Big 4" and Regional (BKD-GSO), coupled with corporate/small business/entrepreneurial environments, make her a valuable resource for her business partners.  Her background/experience includes:

  • Certified Public Accountant (CPA) with an active Indiana license

  • Over 15 years experience consulting, accounting, payroll, tax compliance with small businesses and start-up businesses (including sole proprietors, LLC's, partnerships, S-Corps, and C-Corps)

  • Over 11 years public accounting experience ("Big 4" and regional firm)     

  • Over 3 years experience as CFO/HR manager of IRL Team/Business

  • Industry experience includes: professional service firms, law firms, auto racing, social services, healthcare, nonprofits, transportation/trucking, specialty retail/wholesale companies

Deb is a graduate of Indiana University, B.S. in Accounting

J. Andrew Wagner, CPA-MBA       

Andy has over 20 years experience serving clients in investing, banking, accounting, tax, and consulting.  His experience in both a "Big 4" accounting firm (PricewaterhouseCoopers) and banking (Irwin Financial Corp) and investments business (Trust, Registered Investment Advisory & Brokerage) makes him a valuable resource to his business partners.  His experience and professional activities include:

  • Certified Public Accountant (CPA) with an active Indiana license

  • Financial Planning Association of Greater Indiana

  • Financial Regulatory Authority (FINRA) Arbitrator

  • Investment Advisor Representative - NASD Series 65

  • Program Manager - Advisory/Brokerage Division

  • Investment Review Committee Chairman - Irwin Trust Department

  • B/D's General Securities Principal - NASD Series 24

  • Registered Options Principal - NASD Series 4

  • Licensed Registered Representative (Broker) - NASD Series 7

  • Internal Consultant

  • Bank Controller

  • Indiana CPA Society

Andy is a graduate of Indiana University, B.S. in Accounting and an MBA from Indiana University