Negley Tax & Consulting

Negley Tax & Consulting is a Tax Preparer in Waukee, IA. The firm serves individuals and businesses with tax preparation, planning, and accounting services. Specific offerings include individual tax returns for self-employment, farming, and rental income, as well as business tax preparation for corporations, S corporations, partnerships, trusts, estates, and non-profit entities. The practice also provides multi-state tax planning, estimated tax preparation, end-of-year projections, retirement tax planning, and end-of-life tax planning. Payroll services cover W-2 and 1099 preparations, full-service payroll, reconciliation, and liability reporting. Accounting services include prepared financial statements, check writing, weekly through quarterly bookkeeping, tax return bookkeeping, managerial analysis, and QuickBooks setup and training. Consulting services focus on entity selection and setup, along with general business consulting.

David L Negley, CPA, serves as Managing Member and Chief CPA. He holds an accounting degree from Central College and brings over 17 years of experience in private sector and public accounting roles. His proficiency includes GAAP, financial analysis, tax preparation, budgeting, and month-end close procedures. He works alongside clients to clarify options for financial decision-making. The team also includes Angela Hasbrouck, a Senior Tax Preparer who navigates complex tax matters and ensures regulatory compliance, and Stephanie Longnecker, a Senior Staff Accountant with over two decades of accounting experience. The office operates two locations, one in Waukee and one in Winterset, and accepts tax documents via email, drop-off, SmartVault, or mail. Office hours vary by season, with specific weekday schedules for May through December and January through April.

The Waukee location sits at 520 Walnut St. It is located just a short distance from The Triangle park, about a tenth of a mile from the Vince Meyer Learning Center, and roughly a fifth of a mile from the Waukee Post Office. Hickman Road and 6th Street are also nearby, within a quarter to a third of a mile.

The firm is known for personalized service and strategic financial guidance, with a team that prioritizes client understanding and compliance. David Negley’s background in both private and public accounting, combined with the specialized expertise of his senior staff, supports a practice focused on simplifying complex tax processes for local residents and businesses.

Negley Tax & Consulting combines deep local knowledge with a broad range of tax and accounting services, making it a distinct resource for financial management in Waukee.