Marc Heller, CPA, JD, Retired

Former Partner and Director of Technical Tax

1717 Deerfield Road
Suite 300 South
Deerfield, IL 60015


300 W Adams St
Suite 810
Chicago, IL 60606

Phone: (312) 236-9846
Fax: (312) 236-5083
Mobile: (312) 933-9372

Phone: (847) 267-9600 x333
Fax: (847) 267-9696


Marc Heller is a Partner with Warady & Davis LLP. Marc serves as a technical tax expert and conducts in-depth research on client related tax issues. In addition, he monitors new accounting developments and tax regulations and keeps the firm abreast of any changes that may impact client operations. His practice is concentrated in the areas of income and corporate tax planning for privately owned businesses, not-for-profit organizations and individuals. In addition, Marc served for four years as a Field Agent for the Internal Revenue Service.

Marc also served on the firm’s Executive Committee, which is responsible for the strategic direction of the firm and on the Business Development team.

Areas of Specialization

Estate, succession and family tax planning; tax planning for individuals and their closely-held corporations; federal and Illinois corporate, individual, partnership and fiduciary income tax planning; corporate formations, reorganizations and liquidations; choice of entity for new business formations; not-for-profit taxation and IRS representation including 501(c)(3) organizations.

Professional and Civic Affiliations

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


  • Bachelor of Science in Accountancy, University of Illinois
  • Juris Doctorate Degree, DePaul University of Chicago – School of Law
  • C.P.A. license in the state of Illinois