Kimberly is a graduate of Council Rock High School South (2011), Rider University (2015) with a Bachelor of Science in Business Administration (Summa Cum Laude), and Rider University (2016) with a Master of Accountancy with concentration in Forensic Accounting (with Distinction).
Her Certified Public Accountant (CPA) designation was conferred by the Commonwealth of Pennsylvania, Department of State, and the State Board of Accountancy in January 2018. She is also a Notary Public. She has passed her FINRA Series 6 and 63 exams.
Ms. Wagner’s former experience includes a position with an internationally prominent CPA firm, where she served exclusively in the tax function. In addition she worked for one of the largest regional public accounting firms.
At ITFP, Kimberly works on accounting and bookkeeping for individuals and small business owners. She is responsible for preparing business and individual tax returns, responding to inquiries from the IRS, utilizing tax software to process returns, and performing accounting services such as account analysis, adjusting journal entries and bank reconciliations.
Kimberly provides ITFP’s clients with investment management research and analysis, and she acts as a liaison with financial institutions to gather information.
Her additional responsibilities will include assisting with ITFP’s account receivables, billings and account payables, as well as, payroll. Kimberly is also responsible for carrying out various special projects as needed.
Kimberly has worked for ITFP since May 2017.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.