About Windward Tax
Windward Tax is a Business Services company based in Alpharetta (United States) founded in 2012, and was acquired by Cherry Bekaert in January 2018. Provider of tax consulting and accounting services. Its focus areas include Financial Services and Finance & Accounting Services.
Company details
Windward Tax was established in 2012 in Alpharetta, United States, within the financial services sector. Tax consulting and accounting assistance are offered to clients seeking compliance and optimization support. Operations are centered on advisory roles for tax planning, preparation, and regulatory adherence. The firm serves regional clients through its domain, windwardtax.com, with a focus on practical financial guidance in the accounting field.
- Headquarters Alpharetta, United States
- Stage Acquired
- SectorsBusiness Services
- Website windwardtax.com
- Acquired by Cherry Bekaert (Jan 2018)
- Investors
- Acquired byCherry Bekaert
(Jan 2018)
Investors in Windward Tax
Windward Tax has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cherry Bekaert.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Transaction advisory and valuation services are provided across key sectors. | 1947 | cbh.com | Raleigh, United States |
Investor details for Windward Tax
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Windward Tax
2 dated milestones of Windward Tax across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Windward Tax is founded.
- Exit Acquired by Cherry Bekaert.
Top companies in Finance & Accounting Services
3 companies that operate in the same segment as Windward Tax (Finance & Accounting Services) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Software-based tax filing services for individuals and small businesses | 1955 | Kansas City, Missouri, United States | USD 3.95 B | 70,100 | ||
Business advisory, finance, and accounting services are provided to clients. | 1910 | Anchorage, Alaska, United States | USD 54.77 M | 2,097 | ||
Tax consulting services are provided to clients by Ryan. | 1991 | Dallas, Texas, United States | USD 317 M | USD 14.03 M | 1,111 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Windward Tax
Windward Tax was founded in 2012.
Windward Tax is headquartered in Alpharetta, United States. It is registered at Alpharetta, Georgia, United States.
Windward Tax was established in 2012 in Alpharetta, United States, within the financial services sector. Tax consulting and accounting assistance are offered to clients seeking compliance and optimization support. Operations are centered on advisory roles for tax planning, preparation, and regulatory adherence. The firm serves regional clients through its domain, windwardtax.com, with a focus on practical financial guidance in the accounting field.
Windward Tax has 1 investor. Key investors include Cherry Bekaert.
Yes. Windward Tax was acquired by Cherry Bekaert in January 2018.