Welcome Goettsche, Tranen, Winter & Russo and Burton R. Kaplan LLC

Warady & Davis LLP, Certified Public Accountants and Consultants, is pleased to announce that Goettsche, Tranen Winter & Russo (GTW&R), formerly of Lincolnwood, IL and Burton R. Kaplan LLC of Chicago, IL  merged with our firm effective January 1, 2020.  Warady & Davis LLP (W&D) ranks as one of the Chicago area’s largest accounting firms with 125+ professionals (Source:  Crain’s Chicago Business and Accounting Today, 2019).

With GTW&R’s 100+ year history and W&D’s 70 years of service excellence, this merger combines two of the Chicago area’s oldest and most well-respected CPA firms.

Marc Rosenberg, President of The Rosenberg Associates, who consulted with both GTW&R and W&D on the merger, said:  “This is truly a marriage made in heaven.  Both firms have established, long-standing reputations over many generations.  This combination is a great fit with Warady & Davis’ growth strategy as well as Goettsche Tranen’s desire to diversify their services so they can satisfy their clients’ ever-expanding needs.”

“Together with both GTW&R and Burton R. Kaplan LLC, we look forward to upholding our combined traditions of excellence backed by W&D’s depth of resources and services,” commented Richard Franklin, CPA, Co-Managing Partner of Warady & Davis LLP.

“We are excited about the merger with W&D.  We share the same commitment to client success and quality, proactive service,” Alan Russo, CPA, Partner elaborates.

The Burton R. Kaplan LLC merger also adds a downtown office location for W&D.

Headquartered in Deerfield, Illinois and with a new, second location in Downtown Chicago, W&D provides a full range of audit, accounting, tax and consulting services and solutions to privately-held businesses, owners, high net-worth individuals and their families. “We are proud to serve clients in a wide variety of industries located in the state of Illinois, Wisconsin, throughout the United States and internationally. Client revenues may range from start-up enterprises to $500,000,000+ in annual revenue,” Franklin concludes.