Windes, a leading advisory and tax firm, has announced the expansion of its Tax department through the appointment of Maddy Rozo as a Partner, effective January 13. Rozo's arrival is set to significantly enhance the firm's capabilities in tax compliance, planning, and consulting, particularly in the realms of residential and commercial real estate transactions.
With over a decade of experience, Rozo brings a wealth of knowledge in complex tax strategies, including §1031 Like-Kind Exchanges, Opportunity Zone Credits, Low-Income Housing Credits, and cost segregation studies. Her expertise is not only a boon for Windes but also for high-net-worth individuals and real estate professionals seeking advanced tax solutions.
Rozo's academic credentials include a Bachelor of Arts in Business Administration with an accounting concentration from California State University, Fullerton. As a Certified Public Accountant, her active memberships in the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA) underscore her professional standing and commitment to excellence in the field.
Sean McFerson, Managing Partner at Windes, emphasized the strategic value Rozo brings to the firm. Her technical expertise is expected to not only enhance the firm's tax service offerings but also drive innovation within their practice. Rozo's enthusiasm about joining Windes and her focus on collaboration and growth reflect her dedication to contributing to the firm's success and its clients' financial well-being.
This strategic addition underscores Windes' commitment to providing top-tier tax services and strategic financial guidance, particularly in navigating the complexities of real estate transactions. For business leaders and technology professionals, Rozo's expertise represents a critical resource in optimizing tax strategies and financial planning in an increasingly complex regulatory environment.
