Jo Ann Porter, CPA, Partner

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.

Jo Ann also served on the firm's Executive Committee, which is responsible for the strategic direction of the firm, and the Recruiting Committee.

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."
- Unknown Source