David Warner - CPA at SWS Group PC
P: 610-601-5300
F: 610-601-5301
E: dwarner@swsgrouppc.com

David Warner


David Warner has been providing tax and accounting services to individuals and businesses for more than twenty-five years. David is a founding shareholder of SWS Group, PC.

  • David has a wide range of experience providing business advisory, audit and accounting, and tax services to a variety of businesses.

  • He is the Director of the Accounting and Auditing Services department. David specializes in all aspects of auditing and accounting for closely held businesses.

  • David is also director of the Fiduciary Accounting and Taxation Department. He is responsible for all facets of the firm's estate and trust practice areas. This includes administration of estates and trusts, income and estate planning and tax return preparation serving a diverse group of clients.

  • David received his Bachelor of Science in Accountancy from Villanova University.

  • His professional affiliations include memberships in the American and Pennsylvania Institutes of Certified Public Accountants. He is a member of the Philadelphia Estate Planning Council.


SWS Group PC Tax, Accounting & Advisory Services

SWS Group PC

Accounting & Auditing

  • Audits

  • Reviews

  • Compilations

  • Agreed-upon Procedures

  • Due Diligence

  • Financial Forecasting

  • Risk Assessment & Internal Control Reviews

  • Budgeting & Forecasting

  • Analysis & Performance Management

SWS Group PC

Tax Services

  • Individual tax compliance, planning & projections

  • Business tax compliance, planning & projections

  • Trust & Estate Services

  • Multi-state and local tax compliance & planning

  • Tax dispute resolution

  • Domestic production activities

SWS Group PC

Business Advisory

  • Business Structure and Planning

  • Business Transaction Planning

  • Accounting Software

  • Business Valuation

  • Employee Benefit Plans

  • Estate Administration

  • Financial Planning

  • Forensic Accounting

  • Industry Benchmarking

  • Litigation Support

  • Mergers and Acquisitions

  • Cash Flow Analysis

  • BookKeeping 

  • Record Keeping





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SWS Group PC

401 East Elm , Suite 300 Conshohocken, Pa. 19428

Email: info@swsgrouppc.com

Tel:  610-601-5300

Fax: 610-601-5301


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