David Warner
SWS Group CPA
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.
PRACTICE AREAS
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
