Cherry Bekaert Expands State & Local Tax Practice through Acquisition

18 Jan 2018

Cherry Bekaert Joins Forces With Windward Tax LLC

Baker Tilly International member firm Cherry Bekaert LLP (Richmond, Virginia, USA) has announced it has joined forces with Windward Tax LLC (Windward), effective 31 December 2017. This acquisition expands Cherry Bekaert’s specialty resources in the areas of sales and use tax within the firm’s state & local tax (SALT) practice.

Windward professionals bring decades of experience in working with primarily manufacturing clients in the areas of sales and use tax consulting, sales and use tax minimisation strategies, sales tax nexus, and sales and use tax compliance.

“Windward brings more value-added solutions to our SALT practice,” said Kurt W Taves, CPA, managing partner of tax services for Cherry Bekaert. “The manufacturing sector is one of our key industry verticals, so our clients in the industrial space will greatly benefit from Windward’s ability to minimise sales tax exposure and maximise sales tax savings”.

Founded in 2012, Windward works with hundreds of manufacturers to help manage their sales and use tax compliance programmes. Windward founder Lauren Stinson will join Cherry Bekaert as a principal and lead the firm’s established sales & use tax practice. Lauren has more than 22 years of experience managing sales and use tax projects and is a sought-after speaker and author on sales and use tax topics.

Windward’s professional staff of 15 will be joining Cherry Bekaert and will continue to operate out of their current location.

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