Privately-Held and Family Owned Accounting, Audit, Tax and Consulting Services
Privately-held, owner-run and family businesses have needs and perspectives that set them apart from other companies. The business often represents a significant percentage of the owners’ assets, requiring a mix of personal and business planning. Family-owned businesses can have complex succession and corporate governance issues and need support for optimal planning and decision making.
Warady & Davis started as a small business and today, as a partnership, remains owner-run. We’re also directly familiar with the fine line between your business and your personal finances. From taxes to wealth management to succession planning, business owners often find substantial overlap between their professional lives and their personal financial situation. We’re well versed in helping you navigate both. We look out for your business and your heirs, and help you protect your life’s work and family.
W&D’s Chicago Based Team Provides the Following Services to Privately-Held, Owner-Run and Family Businesses:
- Accounting and financial statement preparation
- Payroll processing and related filings
- Audit, review and compilation
- Tax return preparation, planning and IRS representation
- Multi-State & Local Taxes
- Individual income tax planning and compliance
- Estate and gift planning and compliance
- International tax planning and compliance
- Employee benefit plan audit and tax
- Consulting on income allocation and compensation plans
- Cash flow management
- Financial reporting & forecasting
- Internal procedures and controls
- Industry and financial benchmarking
- Succession planning and exit strategies
Business Consulting Services for all Size Companies
- Start-up services
- Litigation support and expert witness testimony
- Business valuations
- Forensic accounting and fraud investigations
- Mergers & acquisitions
- Outsourced accounting
- Accounting position placements for all levels from staff to senior management/CFO