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Solutions

Let’s get you on the right path. Weaver provides audit, tax and advisory solutions to support your evolving needs. Our teams focus on understanding what matters most to you and delivering guidance that is thoughtful, clear and grounded in experience. From there, we help you move forward with confidence.

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Advisory Solutions

Weaver’s advisory solutions help organizations navigate change, manage risk, facilitate growth and move forward with clarity. Our integrated approach helps leaders see issues in context and make informed decisions. We work closely with clients to understand their priorities, operating environment and constraints. Drawing on experience across industries and situations, our teams provide insight that is practical, relevant and grounded in real-world considerations. The result is guidance that supports confident action toward your long-term objectives.

Accounting Advisory

Accounting strategies for your organization’s long-term growth.
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Artificial Intelligence Solutions

Driving efficiency, profitability and responsiveness for your organization.
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Asset Management Consulting

Optimizing investments and financial strategies.
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Bankruptcy & Restructuring Services

Helping organizations navigate financial distress and move forward with confidence.
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Business Transformation

Transform your business with proven strategies and focused support.
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Digital Transformation & Automation

Guidance through technology evolution and automation initiatives.
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Energy Compliance

Navigating complex compliance requirements across the energy sector.
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Energy Solutions

Supporting operational efficiency and risk management in today’s energy markets.
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Executive & Leadership Coaching Services

Leadership development services designed to support individual and organizational growth.
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Financial Advisory Services

Advisory, forensic, valuation and transaction support to solve challenges and complex financial issues.
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Forensics & Litigation

Investigating financial disputes and supporting legal matters through litigation services.
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Government Consulting

Supporting public sector entities with financial, operational and compliance matters.
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IT Advisory

Technology-focused advisory services designed to deliver measurable results.
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Real Estate Advisory Services

Right-sized advisory services that help owners and investors strengthen asset value.
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Risk Advisory Services

Helping organizations identify, manage and mitigate business risk.
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Sustainability Consulting Services

Supporting sustainability, ESG and governance initiatives.
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Transaction Advisory Services

Providing insight and support across strategic transactions.
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Valuation

Determining asset value for transactions, reporting and regulatory purposes.
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Audit & Assurance

Weaver’s audit and assurance services are designed to build confidence in financial information and reporting. Our teams take a thoughtful, risk-aware approach that balances technical requirements with an understanding of each organization’s operations. We work closely with management to support transparency, accountability and compliance with applicable standards. Throughout the process, we focus on clear communication and timely insight. The result is assurance that supports informed decision-making and stakeholder trust.

Agreed-Upon Procedures

Customized financial examinations focused on specific metrics or objectives.
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Employee Benefit Plan Audit

Audits focused on compliance and reporting for employee benefit plans.
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Financial Audits

Independent audits delivering reliable and transparent financial reporting.
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IFRS Assessment & Conversion

Helping organizations transition to or comply with international accounting standards.
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Peer Review

Independent peer review services for accounting firms.
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Review & Compilation

Limited assurance and financial statement preparation services.
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Tax Solutions

Weaver’s tax solutions help organizations and individuals make well-informed tax decisions across planning and compliance. Our teams provide support on federal and multijurisdictional tax matters, with attention to how requirements intersect with business operations and personal objectives. We take the time to understand each client’s structure, priorities and risk considerations. By aligning tax insight with broader financial strategies, we help clients identify opportunities and manage obligations effectively. The result is a practical approach that supports consistency, accountability and long-term outcomes.

Federal Tax

Managing federal tax compliance and planning strategies.
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Fixed Asset Advisory

Identifying tax savings opportunities tied to fixed assets.
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International Tax Services

Supporting cross-border tax planning and compliance.
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Motor Fuels & Excise Tax

Managing excise tax compliance, audits and refund opportunities.
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Private Client

Personalized tax planning and compliance for individuals and families.
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State & Local Tax

Compliance and advisory services for state and local tax matters.
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Tax Credits & Incentives

Identifying credits and incentives to support innovation and growth.
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Practice Groups Solutions

Weaver’s practice groups are organized around how our clients operate, invest and make decisions. Each group brings together audit, tax and advisory capabilities aligned to specific ownership structures and business models. This approach allows our teams to anticipate issues and tailor services to each client’s environment. We work closely with stakeholders to understand priorities, challenges, timelines and risk considerations. The result is coordinated support by knowledgeable and experienced professionals committed to meeting your needs.

Family Office

Customized services designed to support multigenerational family needs.
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Private Equity

Supporting private equity firms, funds and portfolio companies.
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Public Company

Audit and advisory services aligned with public company reporting requirements.
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Weaver Capital Advisors

Investment advisory services for high-net-worth and ultra-high-net-worth individuals.
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Software Solutions

Weaver’s software solutions help organizations gain visibility, improve efficiency and manage compliance more effectively. Our tools are developed with a clear understanding of industry-specific challenges and real-world workflows. We focus on turning complex data into actionable insight. These solutions are designed to complement our advisory services and support compliance and decision-making. The result is practical technology that helps organizations operate with greater clarity.

Hi-Arc

Financial analytics software designed for hospitals and physician practices.
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DAVI

Proprietary analytics tool for identifying duplicate payments and vendor risks.
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FuelRules®

Compliance-focused software for companies operating in the fuels industry.
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