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Advisory Firm Windes Announces New Partners

May 14, 2019, 09:00 AM

Windes, a leading California accounting and advisory firm, 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.

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