Warner & Co, LLC

Accounting firm in Providence, RI (show on map)

5.0

★★★★★

1 reviews

Full-service CPA firm offering creative tax planning strategies for middle-market companies.

Call (401) 287-7115

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About

Warner & Company, LLC is a full-service, customer-centric CPA firm providing creative tax planning strategies for middle-market companies and their owners, implementing tax strategies that reduce federal and state income tax and estate and gift tax liabilities. Areas of expertise include working with companies involved in real estates, technology, professional services, manufacturing and distribution.

The principal, George Warner, CPA, has 30 years experience providing tax planning, tax consulting and compliance services to middle-market companies and their owners. He received his B.A. in Accounting and his Masters degree in Taxation from Bryant University. Areas of experience include: pass-through entities (S Corporations, Partnerships and LLCs), C corporations, estates and trusts, individuals, mergers and acquisitions (M&As), and retirement planning. Specialties: Technology companies, real estate and estate planning.

Boutique tax firm

Specializes in tax planning, estate planning, and compliance

Focus on middle-market companies

Principal has 30 years of experience

Creative tax strategies to reduce liabilities

Services

Tax Planning and Consulting

Creative tax planning strategies for middle-market companies to reduce federal and state income tax and estate and gift tax liabilities.

Pass-through entities (S Corporations, Partnerships, LLCs) C corporations Estates and trusts Individuals Mergers and acquisitions (M&As) Retirement planning

Credentials & Certifications

B.A. in Accounting

Masters degree in Taxation

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What do your clients tell you they like about you? +

Clients appreciate that George Warner can explain tax planning in plain English, provide actionable tax-saving ideas, answer questions promptly, and be proactive rather than just historical.

How would you describe your firm? +

Warner & Company, LLC is a boutique tax firm specializing in tax planning, estate planning, and tax compliance, without performing GAAP audits.

What types of industries do you work with? +

The firm works with distributors, wholesalers, real estate developers, attorneys, technology companies, and other middle-market businesses generating $1 million to $100 million in revenue.

How do you work with your clients? +

George Warner spends time understanding clients' businesses, risk profiles, and goals to develop tailored tax strategies and maintain control where desired.

What about estate planning? +

The firm offers estate planning solutions like family limited partnerships and trusts, focusing on removing estate value for tax purposes while retaining control.

How would you differentiate yourself from other accountants? +

George Warner is proactive, focusing on forward-looking tax strategies and problem-solving, rather than just historical record-keeping.