Welcome to Weltman Bernfield, a certified public accounting and business consulting firm located in the Chicago suburb of Buffalo Grove. We serve clients across the country, offering the expertise of a large CPA firm with the benefits of personalized service. Our accountants’ combination of education, experience and ongoing training means clients consistently receive efficient service and value. We provide a full range of services, including audit and attest, tax, valuations and more.
We are excited to announce that Weltman Bernfield LLC will join Milwaukee-based Wipfli LLP (Wipfli), one of the top 20 accounting and consulting firms in the United States, effective September 1, 2016.
“Our firms share very similar cultures and commitments to exceptional client service,” said Glenn Mikell, managing member of Weltman Bernfield. “Joining with Wipfli will provide our firm with new and enhanced services and capabilities beyond traditional services to help our clients address their challenges and leverage opportunities. This combination will also be beneficial to our employees by opening up new opportunities to grow professionally.”
“We are pleased to welcome Weltman Bernfield’s highly skilled professionals to the firm,” said Rick Dreher, managing partner of Wipfli LLP. “The services that Weltman Bernfield provides to their clients complement Wipfli’s core services, so this combination will deepen our resources and further strengthen Wipfli’s geographic presence in the Chicago market. Joining forces with Weltman Bernfield represents another significant step in positioning us as a major player in a strategically key market for Wipfli.”
For over 86 years, Wipfli has provided public and private companies and organizations with industry-focused assurance, accounting, tax and consulting services to help clients overcome today’s challenges and plan for tomorrow. The firm is a member of Allinial Global, a strategic affiliation that connects Wipfli to accounting firms around the world.
The combined firm will have more than 1,700 associates, including over 200 partners, and 39 office locations in the United States and India, including four offices in the Chicagoland area. Learn more about Wipfli at wipfli.com.
August 2016 General Client Newsletter
Review Your Taxes Now to Prevent a Surprise Next Spring…
Did you get a larger tax refund than expected or did you owe a lot more tax than you thought you would? Did you marry? Have a child? Have a change in income? Some life events can have a major effect on your taxes. Now is a good time to review your situation to prevent another tax surprise and bring the tax you pay closer to the amount you owe. Contact your tax advisor for help. The IRS also offers tips at irs.gov to help you determine a plan of action.
Upcoming Tax Deadlines…
Remember, the next corporate tax deadline is September 15 if you are a calendar year-end and have extended your filings from March. Also, if you requested an automatic six-month extension to file personal income tax returns, the deadline is in October.
In this month’s issue:
- Congratulations, Adam June!
- Five Big Tax Penalties to Avoid
- The Rules for PALs Are Not Friendly
- Should You Hire Boomerang Employees?
- How to Bridge the Retirement Gap
- August 2016 QuickBooks Newsletter – Setting Up User Access in QuickBooks
- August 2016 QuickBooks Online Newsletter – Better Budgeting with QuickBooks Online Plus
- August 2016 QuickBooks Tip
Weltman Bernfield LLC is pleased to announce that Adam June, JD, LLM, was named member at Weltman Bernfield effective July 1, 2016. Adam joined the firm as a tax accountant in 2008 and was promoted to manager of tax services in 2013. He became head of Weltman Bernfield’s tax department earlier this year.
“We are proud to welcome Adam as the newest addition to our partner group,” says Glenn Mikell, CPA, managing member, Weltman Bernfield. “Through his exceptional work as senior manager of our Tax Services Department over the last few years, Adam has shown us that he was ready to accept the responsibility of being a partner. We all look forward to working with him in this new position. He is our first ‘homegrown’ staff member to reach this level, and we expect this to be only the beginning.” Continue reading
July 2016 General Client Newsletter
Now’s the time…
Did you extend your filings from March? The next corporate tax deadline is September 15 if you are a calendar year-end with extended filings.
Avoid any last minute rush and make your life simpler with an “imaginary” deadline. Make time now to gather the necessary documents, set August 15 as the date to send us your paperwork and see how stress-free the rest of your summer is. Then you can enjoy Labor Day while other business owners are thinking about the fast-approaching September 15 deadline.
Let us know how we can be a resource for you. We always look forward to hearing from you.
In this month’s issue:
June 2016 General Client Newsletter
In this month’s issue:
- Accounting Intern Scholarship Program Enters Fifth Year
- IRS Issues Warnings on 2016 Tax Scams
- When Are Noncompetes Enforceable?
- Big Benefits of Buy-Sell Agreements
- How to Inject Cash Into Your Business
- Camping Out for a Tax Credit
- June 2016 QuickBooks Newsletter – Using Sales Receipts: When? How?
- June 2016 QuickBooks Tip