Firm Brochure - Condensed

How can Weaver help you?

Assurance, Tax and Advisory Services

The Weaver Way Commitment to Quality

From the leadership team to the newest staff member, a commitment to quality underscores everything we do at Weaver.

Attention to detail and multiple quality assurance processes are built into our engagements from the beginning. Weaver professionals adhere to quality guidelines that demand integrity, objectivity, competence and diligence on all engagements.

In addition, we regularly undergo independent peer reviews according to AICPA guidelines and inspections by the PCAOB. To date, all reports have been clean.

Relationships

At Weaver, highly satisfied clients and enduring relationships have defined our success beyond market cycles and across generations. Our success is a direct result of the strong working relationships we have with our clients. Through our focus on quality service, communication and a commitment to our clients’ success, we cultivate long-standing, collaborative relationships.

Top-Notch Experience

Our great reputation is attributed to two primary drivers: quality service and the deep technical and industry knowledge of our people. We are dedicated to bringing well-trained, experienced teams to serve our clients. In addition, many of our professionals are thought leaders in their fields, speaking at conferences and events across the country, publishing in professional and industry publications and participating in standard-setting bodies.

Value

We understand the importance of balancing quality and cost-effectiveness. The good news is our clients don’t have to choose between the two. Weaver’s value proposition is to provide our clients with the highest level of client service and quality delivered by a team with deep industry knowledge and insight in the most cost-effective manner possible.

Services

A full-service assurance, tax and advisory firm, Weaver offers an array of services, including: Assurance ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲

Agreed-upon procedures Attestation Audit, review & compilation Employee benefit plan audit IFRS assessment & conversion SOC reporting services

Tax ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲

Federal tax compliance & planning International tax State & local tax Wealth strategies

Advisory ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲

Energy compliance services Financial institutions consulting Forensics & litigation IT advisory Risk advisory Transaction advisory

Industries

With substantial industry-specific experience, Weaver professionals understand the distinct issues and opportunities present in the key industries we serve.

This depth of industry knowledge enhances our work every day. There are no one-size-fits-all solutions from Weaver—we customize our service approach to each client.

Industry Experience and Specialization ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲ ⊲⊲

Construction Financial services Government Health care Higher education Insurance Manufacturing, distribution & retail Nonprofit Oil & gas Oilfield services Private equity Public companies Real estate Renewable energy Technology

Meet Weaver Founded in 1950, Weaver is the largest independent accounting firm in the Southwest. With nearly 600 employees in nine U.S. offices, Weaver offers our clients the best of both worlds: the resources, depth of knowledge and industry-specific experience you expect from a national firm, with the hands-on, personal level of service offered by a smaller firm with local resources.

That’s what we call The Weaver Difference.

Providing quality client service

since 1950

9

U.S. locations

Largest independent accounting firm in the

Southwest

Global Network Weaver provides integrated professional services around the world through our independent membership in Baker Tilly International. With 165 firms in 141 countries, the Baker Tilly International connection enables us to provide our clients with team members that are not only experienced with local laws and accounting standards, but also have a thorough understanding of the local cultural, political and economic environments.

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Our long-standing, great reputation is rooted in our unwavering commitment to quality service and a passion for our clients’ success. This shows in our cumulative overall client satisfaction score–9.4 out of 10.

Austin Conroe Dallas Fort Worth Houston Los Angeles Midland San Antonio Stamford weaver.com 800.332.7952

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Our Offices

John Mackel, CPA Managing Partner and CEO