Welcome!

Wagnon CPA PLLC is a Florida firm specializing in Business Tax Advisory services.

To find out more about the services we offer, check out our “Services” page or schedule a meeting with us “Meet with Us“.

Our service packages include:

  • Tax Strategy Assessment to identify tax reduction strategies and potential tax savings for the business and its owner(s).
  • Strategy Implementation Plan to implement the strategies identified in the Tax Strategy Assessment, along with progress meetings with the business owners.
  • Complete Accounting Package which includes both
    • monthly business bookkeeping, payroll services, and financial review
    • annual business and individual tax return preparation and filing
  • Other services offered include:
    • Quickbooks Online setup, cleanup, or migration
    • Quickbooks Payroll or ADP Payroll services
    • Other Financial Services:
      • budgets
      • forecasts
      • sales and use tax reporting
      • tangible personal property tax reporting

Why choose us?

  • Our mission is to become your trusted business advisor by providing personalized and responsive customer service.
  • We focus on your specific business needs.
  • We offer relatable business solutions with the highest degree of ethics and integrity.

Meet the Business Owner:

Hi there! I’m Jenny Wagnon. I’m an actively licensed Certified Public Accountant in Florida. I grew up in Naples in an entrepreneurial family of skilled trades. My parents taught me the strong work ethics that I live by: be yourself, create your opportunities, work hard, and stay determined to make it work. After earning a Bachelors Degree in Accounting and a Masters Degree in Business Administration, I worked for over 25 years in companies of various sizes and industries. My experience includes financial planning and analysis, leading accounting teams and process improvements, budgeting and forecasting, tax filing preparation and analysis, and financial reporting to management and government agencies. In 2021, I decided to follow my parents’ entrepreneurial footsteps by opening Wagnon CPA PLLC.

To find out more about the services we offer, check out our “Services” page or schedule a meeting with us “Meet with Us“.

 

Jenny Wagnon, CPA, MBA