Therese Cheevers and Ed Fazio are promoted to partner at one of
Southern California’s leading accounting firms
IRVINE, Calif.–(BUSINESS WIRE)–Windes,
a leading California accounting and advisory firm, today announced the
appointments of Therese Cheevers and Ed Fazio as partners in its Employee
Benefit Services and Tax
& Accounting practices, respectively.
Cheevers joined Windes in 2007 and has served the retirement plan needs
of small- to middle- market corporations and unincorporated entities
since 1984. Her practice focus includes pension and cash balance plans,
401(k) plans and cross tested profit sharing plans, along with plan
compliance, correction, and IRS reporting. Her specialty services are
consultation on qualified plan issues, plan documents, and design and
implementation.
Fazio started with Windes in 2006 and has more than 20 years of
experience in public accounting. His practice includes tax planning for
business owners and analysis of multi-state corporations, as well as
facilitating mergers and acquisitions, reorganizations, succession
planning, and real estate tax deferral strategies. He specializes in the
manufacturing, energy, real estate, retail, construction, aerospace,
technology, restaurant and personal services sectors.
“These are well-deserved promotions for Therese and Ed,” says John
Di Carlo, managing partner. “Both have been instrumental with
leadership roles in the firm and have been exemplary with practice
development, client management, and administrative responsibilities.
Therese is an expert in her field and we look forward to the direction
and growth that she will bring to our Employee Benefit Services
practice. Ed has been a strong contributor to the development, growth,
and expansion of the firm’s Orange County tax practice. He has a solid
reputation for delivering sound advice and seamless execution of tax and
accounting services.”
Cheevers is an IRS Enrolled Retirement Plan Agent (ERPA) and an
Accredited Pension Administrator from the National Institute of Pension
Administrators (NIPA). She is also a board member and secretary of the
Orange County Chapter of NIPA. Fazio received his master of science in
taxation from Golden Gate University and bachelor of science in
accounting from the University of Akron. Fazio is a Certified Public
Accountant and member of the American Institute of Certified Public
Accountants (AICPA), the California Society of Certified Public
Accountants (CalCPA), and is a Certified Mergers and Acquisitions
Advisor (CM&AA). Additionally, he is a member of ProVisors and the
Surfrider Foundation.
Editor’s Note – Photos Available
About Windes
Windes is a leading audit, tax, and advisory firm for growth-oriented
small and mid-sized privately held companies, nonprofit organizations,
and high-net-worth individuals. Our approach uses tailored expertise to
proactively inform decision-making so that our clients can maximize
their business potential. For more information on how we can be your
trusted advisor, visit us at windes.com.
Contacts
Media Contact:
Craig Ima
Windes
[email protected]
(562)
304-1329
