Windes Adds Real Estate Tax Expert Maddy Rozo as New Partner

Windes, a leading advisory and tax firm, has expanded its tax department by welcoming Maddy Rozo as a new Partner, bringing over a decade of specialized tax expertise in real estate transactions and high-net-worth individual tax services.

Rozo, a Certified Public Accountant with a Bachelor of Arts in Business Administration from California State University, Fullerton, brings comprehensive knowledge of complex tax strategies. Her specialization includes intricate areas such as §1031 Like-Kind Exchanges, Opportunity Zone Credits, Low-Income Housing Credits, and cost segregation studies.

Her professional background encompasses extensive tax compliance, planning, and consulting services with a particular focus on residential and commercial real estate. Rozo's expertise allows her to navigate complex tax landscapes, identifying critical credit and deduction opportunities for clients.

Managing Partner Sean McFerson highlighted the strategic importance of Rozo's addition, emphasizing that her technical expertise and leadership will enhance the firm's capacity to deliver innovative tax services. Her professional affiliations with the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA) further underscore her professional credibility.

The addition of Rozo represents a significant investment in expanding Windes' tax practice capabilities, particularly in real estate taxation. Her arrival signals the firm's commitment to providing sophisticated, nuanced tax strategies for clients with complex financial portfolios.