Chantelle Wagner has over 20 years of experience in accounting, finance, and business management. She holds a Master of Accounting degree from the University of New Mexico and currently works as a Partner at Fawn Allen CPA & Associates in Albuquerque, New Mexico where she prepares tax returns and provides accounting services to individuals and businesses. Prior to this, she held positions in finance, accounting, and business management, including as the Manager of Wagner's Farm in Corrales, New Mexico for over 20 years. She also has experience working for investment, accounting, and financial advisory firms.

1. Chantelle Wagner, CPA
P.O. BOX 1958
Corrales, NM 87048
(505) 720-3800
chantelle@fawnallencpa.com
Education
Masters of Accounting Albuquerque, NM
University of New Mexico Anderson Graduate Schools of Management
Bachelor of Business Administration: Concentration: Finance Albuquerque, NM
University of New Mexico Anderson Schools of Management
Work Experience
January 2016-Present Fawn Allen CPA & Associates, L.L.P. Albuquerque, NM
Partner
-Prepared tax returns, advised on tax resolution, planning, and preparation for individuals, businesses,
partnerships, estates, trusts, and LLCS. Completed bookkeeping for small business clients and business
consultation, including inventory management. Aided in state filings of gross receipts tax. Trained clients
how to complete accounting tasks for their small business and how to use accounting software including
QuickBooks.
May 2011- Feb. 2014 Thornburg Investment Management Santa Fe, NM
Institutional Associate
-Completed monthly, daily asset reconciliation reports, and fulfilled various month-end and quarter-end
institutional client reporting requests. Engaged in pooled vehicle client servicing activities such as
coordinating cash flows, responding to audit requests and monthly review of investor statements. Worked
with custodian and auditor on year-end financial statement preparation and delivery of confirmations.
Jan. 2011-May 2013 Patillo, Brown & Hill, L.L.P. Albuquerque, NM
Tax Preparer
-Prepared tax returns for the clients of Certified Public Accountants for the 2011 & 2013 tax season.
Included tax resolution, planning, and preparation for individuals, businesses, partnerships, estates, trusts,
and LLCS.
Sep. 2010-May 2011 Olympus Financial Advisors Albuquerque, NM
Intern
-Researched and analyzed stock & bond holdings for accounts. Tracked and followed up on securities trades.
Imputed and evaluated data on state of the art financial planning software. Computed cost basis calculations,
prepared client satisfaction surveys and updated quarterly economic data reports.
Jan. - July 2007 Merrill Lynch Albuquerque, NM
Intern
-Allocated private and public assets in diverse portfolio models according to risk and reward objectives.
Analyzed quarterly performance reviews and subsequently presented appropriate modifications for increased
improvement. Gathered and evaluated mutual fund profiles and integrated matrixes to formulate preeminent
selections.
June 1997- Present Wagner’s Farm Corrales, NM
Manager
-Executed a marketing and advertising plan for separate projects and worked with media and PR
representatives throughout Albuquerque to organize sponsorships and a community development program.
Trained new employees. Assisted in stocking and controlled the inventory flow throughout the store.
Oversaw and managed 5-10 full-time employees. Involved with business financial accounting, and upon
completion of year-end reports, aided in creating subsequent year budget and business objectives. Performed
cost analysis, determined inventory profitability, and modified processes. Developed farm to table sector of
business and worked all areas of this venture including, marketing, event planning & promotion, accounting,
web design and social media strategy.
Additional Information
QuickBooks Certified ProAdvisor
Proficient in MS Office: Word; Excel; PowerPoint; Visio. Accounting: Microsoft Dynamics; QuickBooks; Advent. Finance: Charles
River; SAGE; ProSystem Tax Software
Affiliations
Cuidando Los Niños- Volunteer; TVI Leadership Development Program- Won a slot in this limited admission program that expanded
leadership skills and career development. Attended seminars hosted by executives, contributed in community service activities, and
participated in student organizations. Institute of Management Accountants- Active involvement within the organization. Including
collaboration with Habitat for Humanity; analyzed financial data from applications of perspective families. Advised and assisted families
towards better financial decisions, and budgeting skills.