Stephen J. O'Connor, CPA
Partner1717 Deerfield
Rd. 
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Suite 300 South
Deerfield, IL 60015
Tel 847-267-9600
x341
Fax 847-267-9696
soconnor@waradydavis.com
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| Background: |
Since 1978, Steve has specialized in providing
privately-held and family owned businesses with accounting, tax and consulting
services. Serving a wide variety of clients, large and small, in many industries
- including manufacturers and distributors, employee benefit plans and construction
contractors - Steve's strengths lie in his creative ability to objectively analyze
and assess client needs and situations. Steve offers suggestions and ideas that
make his clients' businesses and lives more profitable and efficient. Steve's consultations center on his client's business needs and include discussions on tax planning, strategic planning, management challenges, business succession planning, retirement and estate planning and financial planning. |
| Areas of Specialization: |
Mergers and acquisitions, entity formation, estate planning, overall
tax planning, benefit planning, buy/sell agreements, short and long range strategic
planning, financial planning, as well as general business and tax consulting services.
He also is trustee of the Warady & Davis LLP 401(k) Plan. |
| Professional
and Civic Affiliations: | >
American Institute of Certified Public Accountants > Illinois CPA Society > MSI Global Alliance |
|
Education: |
> Master of Science in Accountancy, DePaul
University of Chicago > C.P.A. license in the state of Illinois |
