Accounting

Accounting Services  Consistent, reliable and timely accounting information is vital for keeping your business running smoothly.  W&D’s accounting advisory services  give you the information needed to make better business decisions and effectively plan for the future. We provide a cost-effective,…

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Wealth Management Advisory Services

Chicago Wealth Management Advisory Services Working with clients across the U.S, and internationally, our focus is to understand your goals and develop a plan to reach them.  We will meet with you to present an analysis and discuss our recommendations.…

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Wealth Management

Wealth Management Consulting Services We provide clients with collaborative wealth management, merging sound planning and intelligent investing.  We are committed to acting in your best interests.  Accordingly, we offer a flexible team approach to meet your needs in the following…

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International Tax

International Tax Consulting and Compliance Services Together with our international affiliates, Warady & Davis LLP assists clients with coordinating tax planning and compliance services both in the United States and abroad.  We can help you address a wide range of…

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Estate & Gift Tax Planning

Estate, Gift and Generation Skipping Transfer Planning Gift, estate and generation skipping transfer planning is critical to ensure that a person’s property passes according to his/her wishes, in a form and manner which is consistent with family and business goals…

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Succession Planning

Succession Planning Services for Your Business Succession planning can include transferring your life’s work to family heirs, the handing down of a business to key employees, or the positioning of a company for sale. There are many considerations involved in…

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IT Services

Chicago IT Solutions and Services Through our strategic alliances, we offer a full range of IT services including ongoing technology support and infrastructure solutions. Ongoing technology support We utilize dedicated IT professionals to assist companies in need of service and…

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State & Local Tax

State & Local Tax Consulting & Compliance Services The state and local tax (SALT) rules can be complex and with the passage of Wayfair and other legislation, is becoming increasingly more of a challenge.  A lack of awareness or understanding…

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Tax Services

Tax Services for Business & Individuals At Warady & Davis LLP, tax services go beyond tax return preparation and include identification of areas of risk and planning opportunities. Our team members are experienced in identifying a broad range of issues…

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Management Consulting

Management Consulting Services Warady & Davis LLP’s Chicago CPA’s and consultants work with clients across a broad range of industries and geographic locations to help you discover and implement new business strategies to enhance financial health, profitability and performance. The…

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Litigation Support

Financial Litigation Support Services Warady & Davis LLP and W&D Consulting LLC provide a complete range of litigation services—including business valuations—to assist attorneys, business owners, and individuals with financial related legal matters. Expert witness testimony Our litigation team has the…

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Forensic Accounting

Chicago Forensic Accounting, Investigations and Financial Consulting W&D is counted on by Chicago area and nationwide businesses for accounting investigations & financial consulting. The professionals of Warady & Davis LLP and W&D Consulting LLC provide assistance in both the detection…

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Employee Benefit Plan Audit

Employee Benefit Plan Audit Services Helping Chicago and nationwide businesses meet regulatory compliance through EBP audits Employee benefit plans—which must follow complex regulatory requirements from multiple government agencies—are under greater scrutiny than ever before. This means that having an advisor…

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Business Valuation Credentials & Memberships

Dedicated W&D professionals have met the rigorous professional standards to earn recognition as Accredited Valuation Analysts, Certified Public Accountants and Certified Forensic Examiners and are current members of:National Association of Certified Valuation Analysts (NACVA) American Institute of Certified Public…

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Business Valuation Approach

Care.  Our analyses are prepared under the assumption that there will be scrutiny; accordingly, care is taken to maintain and document the data supporting our work. Credentials.  Our professionals have nationally recognized accreditations and keep current with current economic and…

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Business Valuation

Chicago Business Valuation Services Our Chicago certified valuation experts assess and value assets on a confidential basis for closely-held business owners and high net-worth individuals and families, as well as their professional advisors, in accordance with nationally certified and recognized…

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Audit & Advisory

Audit and Advisory Services for Privately-Held Businesses and Nonprofit Organizations W&D provides a full range of audit and assurance services to businesses in Chicago, across the U.S. and their interests abroad. Accurate, reliable audits, reviews and compilations — whether of…

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