Business Details
Your Trusted Partner for Accounting and Advisory Solutions
At Windham Brannon, we are passionate about helping clients plan for the future and meet strategic goals. As a recognized leader in advisory, assurance, and tax services, we offer proactive, attentive, and investment-focused solutions tailored to client priorities. Our team combines national and global resources with industry-specific expertise in construction, healthcare, not-for-profit, professional services, real estate, restaurants, and technology.We maintain a results-driven approach, consistently delivering beyond client expectations while fostering a culture of continuous learning, empathy, and collaboration. Our commitment to diversity, equity, and inclusion strengthens our ability to serve clients across 75+ countries through AGN International and Abacus Worldwide partnerships.
Services
Assurance
Tax Services
Advisory
Business Valuation
Sell-Side Advisory
SOC Reporting
International Tax
Employee Benefit Plan Audit
Forensic Accounting
Transaction Advisory
Highlights and features
- We provide legendary client service through attentive, collaborative, and personalized advisory relationships.
- Our professionals possess premier knowledge in construction, healthcare, not-for-profit, real estate, and technology industries.
- We deliver results beyond expectations with a trademark approach combining technical expertise and innovative solutions.
- We maintain national and international resources through AGN International and Abacus Worldwide partnerships.
- Our commitment to diversity, equity, and inclusion strengthens client service capabilities globally.
Associations and certifications
- AICPA Employee Benefit Plans Audit Quality Center
- AGN International
- Abacus Worldwide
Services
Assurance
Our assurance services provide financial and operational confidence through tailored solutions for public companies, private companies, and service organizations. We utilize the latest audit software and technology to deliver efficient financial statement audits, SOC reporting, and employee benefit plan audits while maintaining compliance with ERISA and Department of Labor regulations.
Tax Services
We offer comprehensive tax planning and compliance solutions for businesses and individuals, including international tax structuring, state and local tax mitigation, and tax controversy representation. Our services help clients reduce tax liability through entity selection, cost segregation studies, and specialized credits like the Employee Retention Credit while ensuring compliance across multiple jurisdictions.
Business Valuation
Accredited by the American Society of Appraisers, we provide objective business valuations for mergers, estate planning, divorce proceedings, and financial reporting. Our methodologies support purchase price allocations, goodwill impairment testing, and exit planning while delivering documented analysis that meets legal and financial reporting standards for high-net-worth individuals and corporate clients.
Sell-Side Advisory
Our dedicated Sell-Side Advisory practice offers end-to-end transaction support including M&A readiness assessments, buyer outreach, deal structuring, and negotiation. We help business owners maximize value through customized sale processes, financial positioning, and strategic guidance from pre-sale preparation through post-transaction execution for private equity and founder-owned companies.
SOC Reporting
We conduct SOC 1 and SOC 2 examinations to validate internal controls for service organizations, particularly in technology and employee benefit plan sectors. Our audits ensure compliance with cybersecurity best practices, regulatory requirements, and operational controls while providing assurance to clients' stakeholders and regulatory bodies like the Department of Labor.
People
Heidi LaMarca
CEO & Managing Partner
Heidi LaMarca leads Windham Brannon with a focus on client service excellence and firm growth. She brings extensive experience in assurance services and strategic leadership, driving the firm's commitment to diversity, equity, and inclusion while expanding its national and international presence through key industry partnerships.
Anne Morris
Principal, Assurance
Anne Morris specializes in employee benefit plan audits and serves as a leader in Windham Brannon's assurance practice. With expertise in ERISA compliance and SOC reporting, she helps clients navigate complex audit requirements while maintaining membership in the AICPA Employee Benefit Plans Audit Quality Center.
Rodrigo Visbal
Director, M&A
Rodrigo Visbal leads the firm's Sell-Side Advisory practice, providing transaction advisory services for business owners preparing for sale or strategic mergers. His expertise includes deal structuring, buyer outreach, and maximizing transaction value through customized sale processes that align with client financial and operational goals.
John Henriquez
Principal, Assurance
John Henriquez serves as Assurance Practice Leader, overseeing financial statement audits and SOC reporting engagements. He combines technical expertise with industry knowledge to deliver assurance solutions that enhance operational confidence for public companies, private businesses, and service organizations across multiple sectors.
Brent A. Wilkinson
Principal, Tax
Brent A. Wilkinson leads Windham Brannon's tax practice, specializing in corporate tax planning, international tax compliance, and tax controversy representation. He advises clients on entity selection, cost segregation studies, and strategic tax mitigation while maintaining deep expertise in IRS negotiations and multi-jurisdictional tax compliance.
Questions
What industries does Windham Brannon specialize in?
We specialize in construction, healthcare, not-for-profit, professional services, real estate, restaurants, and technology industries while serving family-owned businesses, private equity, and international companies.
Do you provide international accounting services?
Yes, we serve clients in 75+ countries through our international expertise and partnerships with AGN International and Abacus Worldwide, supporting inbound and outbound business operations across borders.
What types of tax services do you offer?
Our tax services include corporate and individual tax planning, international tax structuring, state and local tax compliance, tax controversy representation, cost segregation studies, and specialized credits like the Employee Retention Credit.
Are you qualified to perform employee benefit plan audits?
Yes, we are members of the AICPA Employee Benefit Plans Audit Quality Center and conduct ERISA-compliant audits for 401(k) plans, ESOPs, health and welfare plans, and defined benefit pension plans.
What advisory services do you provide?
We offer business valuations, sell-side advisory, SOC readiness assessments, forensic accounting, transaction advisory, and strategic growth consulting tailored to middle-market businesses and high-net-worth individuals.
How do you ensure audit quality and compliance?
We maintain membership in professional quality centers, use advanced audit technology, and follow AICPA standards while our professionals hold credentials including CPA, ASA, and CVA designations to ensure audit excellence.
