Business Details
Expert Accounting and Tax Services in Atlanta, GA
Windham Brannon is a recognized leader in providing advisory, assurance, and tax services to clients nationally and globally. Our team of highly qualified CPAs and advisors combines technical expertise with industry-specific knowledge to deliver exceptional outcomes tailored to client needs. With a legacy of excellence since 2025, we serve as trusted advisors to family-owned businesses, high-net-worth individuals, private equity firms, and not-for-profit organizations. Our commitment to client service is rooted in collaboration, personalization, and a deep understanding of the industries we serve, including construction, healthcare, technology, and real estate.We maintain national and international reach through strategic partnerships like AGN International and Abacus Worldwide, enabling us to address complex global challenges while upholding the highest standards of professionalism and compliance. Our award-winning culture prioritizes diversity, equity, and inclusion, ensuring our team reflects the communities we serve. By leveraging cutting-edge technology and innovative methodologies, we deliver actionable insights that drive financial confidence and long-term success for our clients.
Services
Assurance
Tax Planning
Business Valuation
Sell-Side Advisory
SOC Reporting
International Tax
Forensic Accounting
ESOP Advisory
Mergers & Acquisitions
Not-for-Profit Accounting
Details
- Year established: 2025
Highlights and features
- We provide industry-specific expertise in construction, healthcare, and technology sectors.
- Our team combines national resources with personalized, collaborative client service.
- We maintain global partnerships to address cross-border business challenges.
- Our award-winning professionals specialize in complex tax and advisory solutions.
- We prioritize diversity, equity, and inclusion in our firm and client interactions.
Associations and certifications
- AICPA Employee Benefit Plans Audit Quality Center
- AGN International
What people say
Exceptional client service
Deep industry knowledge
Reliable compliance support
Strategic tax insights
Award-winning professionals
Services
Assurance Services
Our assurance services provide financial and operational confidence through tailored audits, SOC reporting, and compliance solutions. We specialize in employee benefit plan audits, financial statement assurance, and system controls for public and private companies. Our team uses advanced audit technology to enhance efficiency while maintaining regulatory compliance with standards like ERISA and ASC 480.
Tax Planning
We deliver strategic tax planning for businesses and individuals, focusing on international tax compliance, state and local tax mitigation, and mergers & acquisitions tax structuring. Our services include cost segregation studies, entity selection, and ERC claim advisory to optimize cash flow while ensuring adherence to IRS regulations and global tax laws.
Business Valuation
Accredited valuations for mergers, acquisitions, and estate planning using methodologies compliant with ASA and AICPA standards. We provide purchase price allocations, goodwill impairment testing, and divorce-related valuations, combining technical rigor with industry-specific insights to determine accurate asset values for financial reporting and strategic decisions.
Sell-Side Advisory
End-to-end sell-side advisory services including transaction readiness, buyer outreach, and deal structuring. Our team manages the sale process from preparation to closing, focusing on maximizing value through financial optimization, tax-efficient structuring, and strategic buyer targeting for private equity and family-owned businesses.
SOC Reporting
Specialized SOC 1 and SOC 2 examinations to validate internal controls for service organizations. We help technology companies and financial institutions achieve compliance with trust service criteria, focusing on cybersecurity, data privacy, and operational effectiveness to meet client and regulatory requirements.
People
Herb Barnes
Director, Tax
Herb Barnes specializes in tax strategy for middle-market businesses, offering expertise in international tax compliance and mergers & acquisitions tax planning.
Jodie Bartock
Principal, Outsourced Accounting Services Leader
Jodie Bartock leads outsourced accounting solutions, providing strategic financial reporting and compliance services to support business growth and operational efficiency.
Courtnay Bazemore
Principal, Tax
Courtnay Bazemore focuses on corporate tax planning and state tax compliance, delivering customized solutions for high-net-worth individuals and private equity clients.
Laura Berry
Principal, Advisory Service Leader
Laura Berry drives advisory services with expertise in risk management and strategic growth, helping clients navigate complex financial challenges and regulatory environments.
Manan Bharucha
Director, Tax
Manan Bharucha specializes in international tax consulting, assisting multinational corporations with cross-border transactions and compliance strategies.
Questions
What industries does Windham Brannon specialize in?
We specialize in construction, healthcare, technology, real estate, private equity, and not-for-profit sectors, offering tailored accounting and advisory solutions.
Do you provide international tax services?
Yes, our international tax team advises on cross-border transactions, compliance, and structuring for businesses operating globally.
What is your approach to client service?
We act as trusted advisors, combining personalized attention with national resources to deliver collaborative, results-driven solutions.
Are you equipped to handle ESOP transactions?
Yes, we offer specialized ESOP advisory services including valuations, audit compliance, and transaction structuring.
How do you support business succession planning?
Our sell-side advisory and valuation teams help owners prepare for exits through strategic planning, value optimization, and deal execution.
