Today’s tax landscape is a maze of complex and constantly changing rules and regulations.
MW&A’s tax experts can help you successfully navigate your tax environment with insights and ideas customized for your business or organization.
Our tax professionals are keenly focused on developing a deep understanding of your business or organization as well as your vision and objectives.
In this way, we provide unparalleled technical expertise and tax strategies tailored to your specific needs and objectives.
Just as important, we pride ourselves on staying on top of tax trends and issues as well as new legislation.
Our tax professionals proactively apply this knowledge on your behalf by planning - not reacting - to minimize your tax burden and ensure compliance and the peace of mind that comes with that.
Services and Solutions for Business Owners and Individuals
Forms 1040, 1120, 1120S, 1065, 1041
Payroll Taxes
Sales Tax Compliance
State and Local Taxes
IRS and State Audits
Entity Structuring
Succession Planning
Services and Solutions for Associations and Foundations
Forms 990, 990T and AG990-IL Tax Returns
Form 1120 and 1120S for For-Profit Subsidiaries
Tax-Exempt Applications 1023 and 1024
Unrelated Business Income Tax (UBIT) Issues
Payroll Taxes
Sales Tax Compliance
State and Local Taxes
IRS and State Audits
Entity Structuring
Commitment to Excellence
Commitment to Excellence
We are active members of the American Institute of Certified Public Accountants’ Tax Practice Section.
The Mann Weitz Advantage
We take our audit and assurance responsibilities seriously.
Every MW&A audit team is led by a senior staff member with relevant industry expertise and includes only professionals with at least five years of auditing experience gained at a large, national or regional accounting firm.
Our highly customized audit approach is effective and cost-efficient.
Our audit team will first develop a thorough understanding of your business or organization and then create an audit plan that focuses on assessing the audit risk.
We genuinely care about our clients’ success and strive to contribute to it.
Through our management recommendation letter, we identify opportunities to improve internal controls and financial reporting processes as well as operational efficiency and effectiveness.
Services and Solutions
Financial Statement Audits
Reviews and Compilations
Agreed Upon Procedures
ERISA Audits of Employee Benefit Plans
Royalty and Special Contractual Audits
A-133 Audits
Internal Audit Function
Operational/Internal Controls Review
Fraud Investigations
Forensic Accounting
Commitment to Excellence
Commitment to Excellence
MW&A is a member of the American Institute of Certified Public Accountants’ (AICPA) Employee Benefit Plan Audit Quality Center as well as the AICPA’s Governmental Audit Quality Center. In addition, we have a Certified Fraud Examiner (CFE) on staff.
The Mann Weitz Advantage
We develop deep relationships with our clients that are built upon our unwavering commitment to understanding and helping to solve their operational challenges.
In addition, we support our clients in seizing opportunities to grow and succeed. We accomplish this by leveraging our industry knowledge and business acumen to develop strategically sound business solutions and offer advisory services tailored specifically to each client’s situation. We also coordinate closely with our clients’ other business advisors to ensure we deliver strategically integrated and comprehensive solutions.
Services and Solutions
Budgeting
Profit Improvement Planning
Cash Flow Planning
Strategic Planning
Analyzing Operating Ratios
Benchmarking Financial Information
Evaluating Financing Alternatives
Entity Structuring
Succession Planning
Coordination with business advisors
Services and Solutions for Associations and Foundations
Establishing a Foundation
Creating a For-Profit Subsidiary
Lobbying Issues
Non-Dues Revenue Ideas
Fundraising Ideas
Planned Giving Programs
Audit Committee Support
Cost Allocations
Balloting Administration
Board Presentations
Member Education Presentations
The Mann Weitz Advantage
Depending upon the size and financial sophistication of your organization, outsourcing bookkeeping and CFO services could save you time and money.
Our flexible outsourcing structure allows you to harness the experience and technical expertise of our staff on a full-time or part-time basis without having to take on the costs of a full-time hire.
Bookkeeping Services
Our experienced accounting department can assist you or your bookkeeper with the following services on a weekly, biweekly or monthly basis:
Invoicing/Billing and Tracking of Open Receivables
Application of Cash Receipts
Bank Deposits and Monthly Reconciliations
Bill Entry and Payment of Open Accounts Payable
Preparing Paychecks and Payment of Payroll Taxes
Budgeting and Analysis
Customizing Reports
Accounting Software Support
Accounting Software Support
Our QuickBooks® ProAdvisors® can help you install and set up QuickBooks or just about any accounting software program that exists. In addition, we can provide hands-on training so you and your staff can benefit from your software’s full potential. We are available to work on-site or from our offices using our remote access capabilities.
Part-Time and Temporary CFO Services
Hiring a CFO can be cost prohibitive for many small and medium size organizations. Having MW&A provide these services can be a cost-effective solution that enables you to leverage the knowledge of a CPA with more than two decades of experience. We provide the level of service you need whether that means attending monthly meetings or being on-site with you one to two days per week. Some of the CFO activities we routinely handle include:
Budget and Forecast Preparation
Cash Flow Projections
Compiling and Presenting Financial Statements to Managementq
Internal Audit and External Audit Planning and Interface
Tax Compliance and Planning
Banking Coordination
Business Planning
Commitment to Excellence
At MW&A, we take our commitment to excellence seriously
and participate in the American Institute of Certified Public Accountants’ (AICPA) peer review program and have always received an unqualified opinion for our quality control policies and procedures.
We are also active members of the AICPA’s Private Companies Practice Section
and Tax Practice Section as well as its Employee Benefit Plan Audit Quality Center and its Governmental Audit Quality Center.
History
In 1994, Mark Mann and Len Weitz joined forces to create a CPA firm focused on providing proactive and personalized service, coupled with leading edge accounting and business solutions.
Nearly 20 years later, Mann Weitz & Associates is more than 25 professionals strong and remains firmly committed to its founding vision.
In May 2012, after fighting a brave battle against cancer, Len Weitz passed away.
Len can never be replaced and is deeply missed by all who worked with him. He had legendary business skills and was a caring and compassionate mentor to clients as well as associates, friends and family.
Today, MW&A is led by Mark Mann, along with three partners - Davida Finkle, Ellyn Samsky and Diana Kaufmann
who share a commitment to ensuring that each and every client receives the service and expertise the firm is known for delivering.
Mann Weitz & Associates was founded in 1994 by Mark Mann and Len Weitz. Both began their careers at large, national accounting firms and shared a vision to create a firm that would be large enough to provide clients with expert advice and leading edge solutions, but small enough to provide personalized attention and service. Our staff of more than 25 professionals shares this vision and our firm’s values.