We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Who We Are
Cheryl Wagner, EA – 37 Years
Cheryl Wagner, a graduate of California State University, Long Beach, has been an Enrolled Agent since 1985. This professional designation allows Cheryl to represent her clients before the Internal Revenue Service. It is acquired by successfully completing a four part test administered by the Department of Treasury in all aspects of tax law including individual, trust, corporate, partnership and ethics, by maintaining a certain level on continuing education and by passing a background check conducted by that agency.
Cheryl has taught the class required by the state of California to license tax preparers, has created and presented seminars for various professional organizations, served on the Boards of various professional tax societies and developed “Tax Talk” a cable TV show about tax topics as well as a speaker’s bureau.
Charlie Wagner – 30 Years
Charlie Wagner, a graduate of California State University, Long Beach, has been preparing tax returns since 1988. In addition to his tax and bookkeeping work, Charlie has extensive financial management experience in several public sector organizations spanning 38 years.
In addition to individual tax preparation, Charlie heads the business services department which includes corporate and partnership tax preparation, sales tax reports, bookkeeping and payroll filings.
Rosalie Wagner Morris, EA, Notary Public – 14 Years
Rosalie, a graduate of the University of California, Davis, began working in our office in the 1990s. In 2007 she became a registered tax preparer and in 2013 became an Enrolled Agent. Her Enrolled Agent designation allows her to represent clients before the IRS as a federally licensed tax practitioners. Rosalie has been in and around the tax business her entire life. She prepares individual tax returns, manages Able-Wagner’s payroll services, assists with bookkeeping, and is our technical expert. Rosalie is also a Notary Public.
David Morris – 10 Years
David has degrees from California State Universities at Fullerton and Long Beach. He has prepared individual tax returns as a Registered Tax Return Preparer since 2012. Additionally, he processes returns, is a key assistant to Cheryl in financial planning. He earned his CA insurance license in 2012.
Kathy Davis – 4 Years
Kathy joined our staff in 2014. She worked part-time during tax season 2013 and joined Able-Wagner as a full-time employee in late 2014. A graduate of Cal Poly Pomona, Kathy does payroll, bookkeeping, and tax processing. Kathy is a registered tax preparer.
Terri Dohrman – 16 Years
Terri has been with Able-Wagner since 2001, is our receptionist, manages all e-filing functions, and assists with payroll.
Debra Duff – 20 Years
Debra has been with Able-Wagner since 1997. She assists with tax return processing during tax season.