Advos

Windes Adds Tax Partner Maddy Rozo to Strengthen Real Estate Tax Expertise

January 27th, 2025 8:00 AM
By: Advos Staff Reporter

Windes has hired Maddy Rozo as a Tax Partner, bringing over a decade of specialized experience in real estate tax compliance and strategic planning. Her expertise is expected to enhance the firm's service offerings and support for clients in real estate and high-net-worth sectors.

Windes Adds Tax Partner Maddy Rozo to Strengthen Real Estate Tax Expertise

Windes, a leading advisory and tax firm, has expanded its Tax department with the addition of Maddy Rozo as a Partner, effective January 13. Rozo brings extensive expertise in real estate tax strategies and compliance, positioning the firm to offer more comprehensive services to its clients.

With more than ten years of professional experience, Rozo specializes in complex tax areas including residential and commercial real estate transactions. Her technical knowledge spans critical tax domains such as §1031 Like-Kind Exchanges, Opportunity Zone Credits, Low-Income Housing Credits, and 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 the American Institute of Certified Public Accountants (AICPA) and California Society of Certified Public Accountants (CalCPA).

Managing Partner Sean McFerson highlighted the strategic importance of Rozo's hire, noting that her technical expertise and leadership will strengthen the firm's capacity to deliver innovative tax services. Rozo herself expressed enthusiasm about joining Windes, emphasizing her commitment to building strong client relationships and contributing to the firm's growth.

The addition of Rozo represents a significant enhancement of Windes' capabilities in serving growth-oriented private companies, nonprofit organizations, and high-net-worth individuals, particularly those with complex real estate investment portfolios.

Source Statement

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