Windes, a prominent advisory and tax firm, has strategically enhanced its tax department by welcoming Maddy Rozo as a new Partner specializing in real estate taxation and complex financial strategies. Rozo's addition represents a significant investment in specialized tax expertise for the firm's client base.
With over a decade of professional experience, Rozo brings comprehensive knowledge in tax compliance, planning, and consulting, with a distinctive focus on residential and commercial real estate transactions. Her specialized expertise encompasses intricate tax areas including §1031 Like-Kind Exchanges, Opportunity Zone Credits, Low-Income Housing Credits, and detailed cost segregation studies.
Rozo's professional credentials include a Bachelor of Arts in Business Administration with an accounting concentration from California State University, Fullerton. She is a Certified Public Accountant and maintains active memberships in both the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.
Managing Partner Sean McFerson highlighted the strategic importance of Rozo's arrival, emphasizing her potential to drive innovation and enhance the firm's tax service capabilities. Her expertise is particularly valuable for high-net-worth individuals and real estate professionals seeking sophisticated tax planning and compliance solutions.
The addition of Rozo signals Windes' commitment to providing increasingly specialized and strategic tax advisory services. Her deep understanding of complex real estate tax implications positions the firm to offer more nuanced financial guidance to clients navigating challenging tax landscapes.
