Windes, a leading advisory and tax firm, has significantly bolstered its Tax department by welcoming Maddy Rozo as a Partner, a move that took effect on January 13. Rozo's arrival is set to enhance the firm's offerings in tax compliance, planning, and consulting, particularly in the realms of residential and commercial real estate transactions. Her deep understanding of complex tax strategies, including §1031 Like-Kind Exchanges, Opportunity Zone Credits, Low-Income Housing Credits, and cost segregation studies, positions her as a valuable asset to Windes and its clientele.
With over a decade of experience, Rozo has carved a niche in providing comprehensive tax services tailored for high-net-worth individuals and real estate professionals. Her academic credentials include a Bachelor of Arts in Business Administration with an accounting concentration from California State University, Fullerton. Furthermore, her status as a Certified Public Accountant and her active involvement in professional bodies such as the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA) underscore her commitment to excellence in the field.
Sean McFerson, Managing Partner at Windes, underscored the strategic value Rozo brings to the firm. Her technical prowess is expected to not only elevate the quality of tax services provided but also foster innovation within the practice. Rozo herself has expressed eagerness about her new role, highlighting her dedication to teamwork and her ambition to contribute to the firm's ongoing expansion. Her expertise is anticipated to significantly augment Windes' capacity to navigate intricate real estate tax matters and deliver forward-thinking financial advice.
For more information on Windes and its services, visit https://www.windes.com. This strategic addition underscores Windes' commitment to maintaining its position at the forefront of tax advisory services, particularly in the complex and ever-evolving real estate sector.
