Windes Announces New Tax Principal


LONG BEACH, CA – November 14, 2017 – Windes, a leading California accounting and advisory firm, today announced that Robert Lorenzetti has joined as principal to serve clients with tax and business advisory services. He is based in the firm’s Irvine office.

Lorenzetti has more than 25 years of experience as a strategic business advisor specializing in securing debt and equity placements for small- to medium-sized businesses across a broad range of industries. Additionally, he has over 25 years of public accounting services experience with expertise in tax preparation, compliance, and dispute resolution for complex and highly technical tax-related issues. He has in-depth knowledge of SEC compliance guidelines, as well as experience with merger and acquisition transactions. Robert has also served in the capacity of chief financial officer for a multitude of privately-held companies in the real estate, financial services, and technology sectors.

“Robert is an excellent addition to our firm,” says John Di Carlo, managing partner. “His experience and skillset nicely complements our services along with his expertise and deep level of contacts and relationships that he has developed over the years.”

“I have always admired Windes and the people who work here and it is an honor to join the firm,” says Lorenzetti. “The culture and standards that Windes has is very appealing to me and I know we will be able to deliver more to my practice with the resources of Windes.”

Lorenzetti received a bachelor of science in accounting and finance from Loyola Marymount University. He is an associate member of the American Institute of Certified Public Accountants (AICPA). He a past officer and board member of the Balboa Yacht Club.

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For more information, please contact Craig Ima at cima@windes.com or toll free at 844.4WINDES (844.494.6337).