When you’re looking for a CPA firm, it helps to know which questions to ask before you decide if it’s a good fit.
- Do I want a correctly prepared tax return for this year, or do I want to look two or three years into the future?
- Is it important that the job gets done or that the job gets done by people I know?
- Do I want to work with CPAs or financial consultants?
- What’s more important to me: a culture that values deadlines or morale?
There is no right or wrong answer, but at Windham Brannon, our passion for exceptional proficiency, relationships, and community means that we lead by example. And that example is one based on years of financial and industry expertise combined with a commitment to our people and community.
That means we get the job done right, the first time, and you know your team by name. It also means we go above and beyond to offer more than the traditional compliance approach of other CPA firms. And while we work hard to exceed expectations, we also make sure to have fun at the same time.
Did You Know?
In 2006, Windham Brannon established a foundation to fund scholarships for local students pursuing accounting and finance careers.
Who do we work with?
Windham Brannon clients are Atlanta-based middle-market companies and nonprofit institutions. CEOs and CFOs of construction, healthcare, manufacturing, professional services, real estate, restaurants, and technology turn to us to simplify a complex landscape of regulatory and compliance challenges. Forward-thinking business leaders value the ability to rely on us for guidance and vision through difficult strategic decisions.
We also work with high net worth individuals and families on tax planning and compliance, state and local tax rules, international tax, trust, and estate planning, personal financial planning, and succession planning. Additionally, our tax team often coordinates pass-through entity and partnership taxation issues at the individual level. Windham Brannon’s knowledge of how Tax Reform affects individual and family planning is invaluable for busy clients who depend on us to identify opportunities for tax savings.
In good company
We are actively involved in local and industry organizations and associations that increase the depth of our resources and expertise. Windham Brannon is a member of AGN International, one of the world’s largest associations of independent accounting and advisory businesses. We also maintain active memberships in the Healthcare Financial Management Association, American College of Healthcare Executives, Georgia Center for Nonprofits, Construction Financial Management Association, and the Associated General Contractors of Georgia, Inc. Membership in these organizations benefits clients because we can access industry research and best practices at home, nationally, and abroad.
Windham Brannon was founded in 1957 with the same values we still live today. See how we offer more – contact us today.