Client Services

Our Integrated, Full-Service Perspective

Whatever accounting services your business or individual needs require, Donovan & Wagner offers personalized quality service. This listing highlights many of our most requested services, but please inquire about others.

Tax Services

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We specialize in multi-state, complex individual tax situations and provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:

  • Tax planning & return preparation for
  • - Individuals
    - Corporations
    - Partnerships
    - LLCs/LLPs
    - Trusts
    - Gift

Tax Planning for Businesses

By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Fiduciary (Trust and Estate) Income Tax Preparation

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Establishing a revocable or irrevocable trust may be an appropriate part of your estate planning.

Gift Tax Preparation

When gifts are given to individuals or trusts in amounts over the filing threshold, a gift tax return form 709 is required.

Payroll Services

Growing a business often involves hiring more employees, which can result in increased payroll administration. We can assist you in implementing the controls necessary to ensure a reliable, efficient and effective payroll system. Our firm can also help you develop a payroll system and prepare all necessary payroll tax returns.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Consulting Services

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type.

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through this complex process.

Financial Planning

A properly structured financial plan enables you to face financial challenges at each stage of life. We can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

Accounting Services


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. We can help you maintain the good bookkeeping that is the foundation of a successful business.

Financial Statement Preparation

Your business may have bookkeeping handled in house. We will advise you of the appropriate journal entries and adjustments necessary to assist Management with preparation of Financial Statements.


We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Compilations differ from reviews and audits as they are based upon client information provided and used primarily for internal use only as no assurance is expressed.

Other Services

ElderCare Bookkeeping

Seniors need a trusted source of assistance with sensitive financial matters.  We will review and pay bills, balance the checkbook and credit card accounts, sort through old files, and other related requests as requested.