Investor Services

Windham Brannon’s investor services group provides broker dealer accounting, investment banking accounting, and private equity accounting to companies throughout the Southeast.

Complex regulatory and tax issues unique to investor services firms require skilled financial accounting services and resources. For more than 50 years, our CPAs have consistently delivered more of the right expertise and insight needed to comply with requirements in a timely manner. We understand the “business” of investment companies―from General Partner challenges to investor expectations―providing strategic counsel in addition to tax and reporting compliance services.

Windham Brannon meets the special financial services accounting needs of highly regulated companies such as broker-dealers and others involved in securities trading and investment banking. Our core group of professionals offers a wealth of knowledge in terms of accounting for financial services, and can help clients meet stringent compliance requirements while maximizing their financial position through our comprehensive, sector-specific services.

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Kerry Buchan

Principal, Audit

Carolyn Riticher

Principal, Tax

Services

  • Audit and Assurance

    Traditional attest services plus expertise in Mergers & Acquisitions and internal controls.

  • Tax

    Services for businesses, organizations, individuals including international tax, SALT and estate planning.

  • Strategic Growth Advisory

    Assisting the C Level with corporate finance, strategic support and due diligence.