Windes and Allen, Haight & Monaghan Merge


As many readers may already be aware, Windes and Allen, Haight & Monaghan (AH&M) merged, effective July 16, 2018. The combined firms, practicing under the Windes name, are comprised of more than 165 employees, including 21 partners, with offices in Long Beach, downtown Los Angeles, as well as two offices in Orange County.

AH&M has provided a wide range of audit and assurance, tax, accounting, and consulting services to closely held and middle market businesses and their owners. AH&M’s managing partner, R. Lee Haight, remarked, “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. AH&M clients continue to receive excellent client care from the same great team and will now 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.”

Windes has been in business for 92 years and began to establish itself in the Orange County market more than 12 years ago. “We have successfully grown our Orange County practice, and we pursued the opportunity to further improve our competitive position, to offer new options for 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 culture based upon strong values. AH&M meets this goal,” Di Carlo added.

Since 1926, our focus has been on providing exceptional client service with personalized, long-term relationships built on the principles of integrity, independence, and professional excellence. As Windes looks ahead to the future, we will continue our commitment to provide outstanding work quality, timely delivery of services, and insightful business solutions to our clients.

If you would like more information, please contact Windes marketing at solutions@windes.com or (844) 252-7337.

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