AP NEWS

Windes and Allen, Haight & Monaghan Announce Merger

August 9, 2018

LONG BEACH, Calif.--(BUSINESS WIRE)--Aug 9, 2018--Windes and Allen, Haight & Monaghan (AH&M), two leading California accounting and advisory firms, today announced that they have merged. The combined firms will practice under the moniker of Windes.

AH&M is a well-respected Orange County firm that has been in business for more than 32 years. Its practice includes a wide range of services: from audit and assurance, tax, accounting, and consulting services to closely held and middle-market businesses and their owners, very similar to Windes. AH&M has one office in Irvine. The combined firm is comprised of more than 165 people with offices in Irvine, Long Beach, and Los Angeles.

“We have successfully grown our Orange County practice, and we now have an opportunity to further improve our competitive position, to offer new options for younger employees to develop and improve their careers, and to increase the breadth of technical resources by expanding our practice,” says John Di Carlo, managing partner of Windes. “Our goal has been to combine with firms that have built quality practices – a solid client base, a great staff, a well-managed organization, high-quality work, and a culture based upon strong values. AH&M meets this goal,” Di Carlo added.

“We are proud of the firm and the relationships that we have created, along with the service we have provided our clients over these past 32 years,” says R. Lee Haight, AH&M’s managing partner. “AH&M clients will continue to receive excellent client care from the same great team and, furthermore, will have access to enhanced resources along with a new array of services. Windes has a similar practice, but on a larger scale with additional expertise in cost segregation, employee benefit services, human resources consulting, and merger/acquisition assistance.”

Editor’s Note – Photos Available

About Windes

Windes is a leading audit, tax, and advisory firm for growth-oriented small and mid-sized privately held companies, nonprofit organizations, and high-net-worth individuals. Our approach uses tailored expertise to proactively inform decision-making so that our clients can maximize their business potential. For more information on how we can be your trusted advisor, visit us at windes.com.

View source version on businesswire.com:https://www.businesswire.com/news/home/20180809005698/en/

CONTACT: Media Contact:

Windes

Craig Ima, (562) 304-1329

cima@windes.com

KEYWORD: UNITED STATES NORTH AMERICA CALIFORNIA

INDUSTRY KEYWORD: SMALL BUSINESS PROFESSIONAL SERVICES ACCOUNTING CONSULTING FINANCE

SOURCE: Windes

Copyright Business Wire 2018.

PUB: 08/09/2018 02:53 PM/DISC: 08/09/2018 02:53 PM

http://www.businesswire.com/news/home/20180809005698/en

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