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Sunday, Nov 17, 2024

ADVISORY, AUDIT & TAX SERVICES: Buck, Kaplan, McKinney, Sigler, Suarez

Windes is pleased to announce the promotions of Kelly Buck and Ben McKinney as partners in its Audit & Assurance Services department, Miriam Kaplan as partner in Client Accounting Services, and Brooke Sigler and Tim Suarez as partners in its Tax department.


Buck
Partner in Audit & Assurance Services
Windes

Kelly joined Windes in 2015 after earning a Bachelor of Science in Management and Finance and a Master of Accounting from Tulane University. Her practice focus includes audit and consulting services for privately held businesses and nonprofit organizations.


Kaplan
Partner in Client Accounting Services
Windes

Miriam joined Windes in 2022 and has 15 years of experience in financial management. She received her Bachelor of Science and Master’s degrees in business administration from Touro College and Touro University, respectively. Miriam specializes in financial reporting, budgeting, variance analysis, performing due diligence for M&A transactions, and bookkeeping services.


McKinney
Partner in Audit & Assurance Services
Windes

Ben joined Windes as a Senior Manager in 2017. He has more than 15 years of audit and assurance experience servicing entrepreneur-owned and investor backed private companies and nonprofit organizations. Ben earned a Bachelor of Science in Business Management and Accounting from California State University, San Marcos.


Sigler
Partner in Tax
Windes

Brooke joined Windes in 2010 after earning a Bachelor of Science in Business Administration, magna cum laude, from the University of San Diego. She focuses on tax consulting, planning, and compliance for partnerships LLCs, corporations, and individual clients.


Suarez
Partner in Tax
Windes

Tim earned a Bachelor of Science in Accounting from California State University, Long Beach, and joined Windes in 2011. He is currently pursuing a Master of Science in Taxation at Golden Gate University. He specializes in compliance for corporations, partnerships, LLCs, consolidated groups, and multi-state businesses.

Kelly, Ben, Brooke, and Tim are Certified Public Accountants, and all, including Miriam, are members of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

“I am pleased to congratulate our new partners on their well-deserved promotions,” says Managing Partner James Cordova. “With our phenomenal growth and expansion of new service lines, these talented and dedicated individuals have been exceptional stewards of our firm’s brand, demonstrating outstanding client service and impressive technical achievement. I am confident each will continue to be instrumental in shaping the firm’s future.”

Visit us at windes.com

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