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Windes and Smith, Linden & Basso Announce Merger

January 7, 2020 GMT

IRVINE, Calif.--(BUSINESS WIRE)--Jan 7, 2020--

Windes and Smith, Linden & Basso (SLB), two leading California accounting and advisory firms, today announced that they have merged. The combined firms will practice under the moniker of Windes.

SLB is a well-respected Orange County firm that has been in business for more than 48 years. Its practice includes a wide range of services, very similar to Windes: audit and assurance, tax, accounting, and consulting services to closely held and middle-market businesses and their owners.

SLB has one office in Newport Beach. The combined firm is comprised of more than 180 people with offices in Newport Beach, Irvine, Long Beach, and Los Angeles. Within the next month, the Orange County offices will combine into one location at 2050 Main Street in Irvine.

“We continue to successfully grow our Orange County practice organically and by merger,” says John Di Carlo, managing partner of Windes. “Our union with Allen, Haight & Monaghan in mid-2018 has proven to be instrumental in strengthening our firm’s footprint in the region. The SLB merger gives us the opportunity to further improve our competitive position, particularly to grow our already well established real estate, manufacturing, and estate and trust practices. Additionally, this opens up new options for younger employees to develop and improve their careers, and to increase the breadth of technical resources by expanding our practice. Our goal has been to combine with well-managed firms that have built quality practices – a solid client base, great staff, high-quality work, and a culture based upon strong values. SLB meets this goal,” Di Carlo added.

“We have worked hard to develop great client relationships where we have helped businesses grow and individuals and families realize strategic and sophisticated tax advantages over the past 48 years,” says Allen Basso, SLB’s managing partner. “With Windes, SLB 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 and a worldwide reach with additional expertise in cost segregation, employee benefit consulting and administration, human resources consulting, and merger and acquisition services.”

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.

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SOURCE: Windes

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PUB: 01/07/2020 12:54 PM/DISC: 01/07/2020 12:54 PM