Market Overview

Windes and Allen, Haight & Monaghan Announce Merger


Two full-service accounting firms merge to strengthen its regional

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

"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

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