Who we are

About our firm

Marshall, Wagner & Associates, P.A.

Marshall, Wagner & Associates, P.A. was established in 1997 by Douglas C. Marshall, CPA, and Julie A. Wagner, CPA, with a vision of providing a comprehensive range of tax services, accounting and payroll services for individuals and businesses alike.

Our individually tailored services and commitment to supplying the security and personal attention-to-detail you deserve allows our clients to establish financial and personal growth. We have been integrating our learning from a vast experience-base and converting that into advantage for our clients. Through our reliability and capability, we have been able to establish the trust and satisfaction of our esteemed clients.

Our vision

To be a company that will continue in perpetuity, providing continual growth for owners, employees and clients in an environment that is comfortable yet respected.

Our mission

To our clients
Our mission is to be an important member of our clients' financial team. Through our quality professional services, we will strive to provide the best opportunity for economic success for all our clients.

To our employees
We will provide a pleasant and fulfilling work environment that allows our employees to prosper and grow professionally and financially.

To the community
Through our honest and diligent service, we will continually strive to be a respected CPA firm in good standing within our community.