Weltman Bernfield, LLC, comes for a long history of accounting, born of individuals who were pioneers in the industry. One of the founding members, Evelyn Weltman, was one of the first women CPAs in Illinois. It is through this history that WB developed its core values of individual human dignity, trust, change, teamwork, and integrity.
WB is a rapidly growing accounting firm both in staff and client base, ever broadening its horizons through many specialties. We are not the quid essential firm primarily processing tax returns. Although individual and business tax returns are an important part of the company; we also prepare estate and gift tax returns, payroll returns, and sales tax return. The auditing side is where we are able to address the various types of reporting requirements for our clients such as reviews, compilations, full financial audits, and even agreed upon procedures depending upon their circumstances.
WB has a wide array of specialties not limited to the two above. From the conception of a new business WB is there starting at assisting new companies with establishing a budget. WB is able to maintain the bookkeeping or help as needed. Business growth can flourish into the expansion, selling, or mergers but assisted by WB’s management consulting, bank relations, and valuation work the best plan can be worked out.
Today many companies are family run businesses. WB having started from a husband and wife business understands the complications that can incur in business. For this reason, we have a Family Business Division, specializing in all the everyday workings but having the clinical understanding of the dynamics in a family business. From everyday dealings to the succession planning for the individuals and the company WB can help.
Weltman Bernfield, LLC, is not your everyday accounting firm. They are firm derived of skill and knowledge and ever looking to increase that knowledge as to better serve its clients.
Specialties
Tax, Audit, Compilation, Review, Business Valuations, Budget & Forecasting, Healthcare Professionals, Benefit Plan Audits
