Harvey J. Waller, CPA, JD

Harvey J. Waller, CPA, JD

Education:

DePaul University College of Law, JD
Roosevelt University, BBS

Bar Admissions and Certifications:

Certified Public Accountant (CPA)
United States Tax Court
State of Illinois Supreme Court
United States District Court – Northern District of Illinois


Harvey Waller is an Attorney and Certified Public Accountant based in Chicago, Illinois with over 40 years of experience. Harvey’s passion and expertise is in the area of estate, retirement planning and asset protection planning, federal and state tax matters, and business/corporate matters and succession planning.

Harvey Waller worked at the Internal Revenue Service prior to practicing law. There, he spent 7 years as an IRS Agent; eventually serving on the US Attorney’s Office – Strike Force Division. In addition, Harvey gained valuable experience at the IRS as an Examiner for individuals, small businesses, and Fortune 500 companies, an Auditor on the IRS Review Staff, and as an IRS Staff Instructor.

Harvey Waller has conducted over 100 Estate, Retirement, and Asset Protection Planning seminars where he enthusiastically shares his experience and knowledge in these areas with attendees. Many of these seminars are conducted by financial and investment advisors throughout the Chicagoland area. There, Harvey educates their clients on various legal and tax issues in the area of Estate Planning.

Harvey Waller acts as general counsel for a variety of small and mid-market businesses, providing them a full sphere of legal support. His clients include manufacturers, financial services companies, physician groups, real estate developers, and nationally recognized entertainers.

Harvey Waller was also a guest lecturer for Becker CPA Review for approximately a decade. There Harvey taught tax law and agency law. Becker is a global leader and perhaps the most well-known and respected professional education services in the area of tax and accounting.

Contact Us Today

Contact us today for your legal needs.

Testimonials

  • Juan H. – Owner of Hispanic Grocery Distributor

    It’s a comfortable feeling to know that I have Harvey and Mark on my side. They’ve helped me grow and protect my business for a number of years. I can’t thank them enough!

  • Jeff T. – Real Estate Developer

    I have been a real estate developer and property manager in Chicago for over 30 years. Waller & Co. has helped keep me on top of my tax and corporate legal matters year after year with much satisfaction.

  • Drex – Radio Personality

    It’s good to know that Harvey is there to handle my affairs. Harvey helps me get more sleep at night and allows me to concentrate on what I do best!

  • Wayne B. – Owner of Janitorial Services Company

    Whether its general counsel I seek, or resolving various disputes; Harvey and Mark are always my go to.

  • Ron D. – Owner of Financial and Estate Advisory Firm

    I have been working with Harvey for over a decade and he is one of the few lawyers that I have encountered that possess adequate knowledge of estate and tax planning for me to feel comfortable sending my clients to. Simply stated, I trust Harvey with my clients 100%.

  • Mark P. – Owner of International Commercial Real Estate Investment Firm

    I’ve been with Harvey from the beginning of my career as a trader on the floor to my current ventures in International Real Estate. Harvey has been a much needed helping hand in my career and I couldn’t imagine life without him.

Contact

Waller & Co.

30 North LaSalle Street Suite 2040
Chicago, IL 60602