Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Mary Jo Werner
La Crosse

2 Copeland Ave.
La Crosse, WI 54603

Tel: 608.784.7300
Email: mwerner@wipfli.com

Services

Tax

Areas of Focus

  • Tax review and consulting
  • Retirement and estate planning
  • Succession planning
  • Mergers, acquisitions, and sales of companies
  • Litigation support and expert witness services
  • IRS controversy assistance
  • Sales and use tax audit assistance

Education

Creighton University School of Law - Omaha, Nebraska
  • Juris doctorate of law
Loras College - Dubuque, Iowa
  • Bachelor of arts/science degrees in accounting, political science, and business - Graduated magna cum laude

Mary Jo Werner, JD, CPA, CFF

Partner

Mary Jo Werner is a partner in Wipfli’s tax services and valuation, forensics, and litigation services groups. She uses her tax and accounting expertise to assist her clients in reducing their income and estate tax exposure and becoming more profitable. Mary Jo also specializes in litigation support for law firms and assists in fraud and forensic investigations. She prides herself on establishing long-term, solid relationships with her clients and works very hard to help them achieve their goals.

Certifications

  • Juris Doctor
  • Certified Public Accountant
  • Certified in Financial Forensics

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member and legislative liaison
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member      
  • American Bar Association (ABA) - Member
  • State Bar of Wisconsin - Member
  • State Bar of Wisconsin Taxation Section - Board member
  • La Crosse County Bar Association - Member
  • IRS Information Reporting Program Advisory Committee (IRPAC)  Past Member
  • IRS Advisory Committee (IRSAC) - Member            
  • Gundersen Medical Foundation, Inc. - Past Executive Committee board member and Professional Friends Committee member
  • La Crosse TribuneEditorial Board - Member
  • Aquinas Catholic Schools Foundation, Inc. - Past board member
  • IRS Taxpayer Advocacy Panel - Past member
  • Law Review - Member, article published in 1983