Jo Ann Porter, CPA, Partner

Managing Director of Human Capital

1717 Deerfield Road
Suite 300 South
Deerfield, IL 60015

Phone: (847) 267-9600 x352
Fax: (847) 267-9696
jporter@waradydavis.com

Background

For over 30 years, Jo Ann has provided audit, accounting, tax and consulting services to a wide variety of industries including real estate, construction, manufacturing, distribution and numerous service industries. She serves as a Partner in the Audit & Accounting Department of Warady & Davis LLP.

Jo Ann has in-depth expertise in audit, accounting and tax issues of all phases of real estate projects. She currently is involved with a number of significant builders and developers and their projects including land development of home and retail sites in the Southwest suburbs, development and construction of custom home sites in the North Shore and other geographic areas, acquisition and development of commercial builders in multi-states and property management in downtown Chicago.

Along with servicing her clients, she plays a key role within Warady & Davis LLP. She serves on the firm’s Executive Committee, is the Managing Director of Human Capital for Warady & Davis and is actively involved in the firm’s initiative to promote employee retention and satisfaction in the work environment.

Areas of Specialization

Jo Ann’s technical and business background includes auditing, tax structuring, and general business and tax consulting. In addition, she has in-depth expertise in the management of engagements, consultation with business owners and individuals regarding company operations and strategic planning, overall tax planning including individuals and their closely-held corporations, family tax planning, entity formation, analysis and control of costs and gross profits and budgeting.

Professional and Civic Affiliations

  • American Institute of Certified Public Accountants
  • Illinois CPA Society
  • MSI Global Alliance

Education

  • Bachelor of Science in Accountancy, Loyola University of Chicago
  • C.P.A. license in the state of Illinois

“The road to happiness is not hard to find, it’s what we do for others that brings us peace of mind.”