Results

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.

Relationships

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.

Relief

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 

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 

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.

Rosalie Wagner Morris, EA, Notary Public 

Rosalie, a graduate of the University of California, Davis, has been in and around the tax business her entire life. She began working in the 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. Rosalie prepares individual, business, and trust tax returns; manages Able-Wagner’s payroll and bookkeeping services; and is our technical expert. Rosalie is also a Notary Public.

David Morris 

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.

Marta Ramos

Marta joined Able-Wagner in 2019. She assists with reception and is responsible for electronic tax return filing during tax season.

Sonya Faltas

Sonya joined Able-Wagner in January 2020. She assists with reception and assembles all tax returns.

Kathy Davis 

Kathy, a graduate of Cal Poly Pomona, joined our staff in January 2014. Kathy’s year-round responsibilities include payroll, bookkeeping, 1099s, and assisting with client communication.

Debra Duff 

Debra has been with Able-Wagner since 1997. She assists with tax return processing during tax season.

Lisa Netherlain

Lisa assists with reception and checking in our mail-in tax returns.

Marina Fuentes

Marina, with us since 2020, assists with reception during tax season.