Windes Adds Tax Partner Maddy Rozo to Strengthen Real Estate Tax Expertise
TL;DR
Joining Windes, Maddy Rozo brings a decade of tax expertise, giving the firm a competitive edge in real estate transactions.
Maddy Rozo, a CPA with a Bachelor of Arts in Business Administration, specializes in tax compliance, planning, and consulting for high-net-worth individuals.
Maddy Rozo's addition to Windes enhances the firm's ability to deliver exceptional tax services, fostering continued growth and innovation within the practice.
Maddy Rozo's expertise in tax implications of real estate transactions, credit opportunities, and cost segregation studies offers valuable insights for industry professionals.
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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.
Curated from 24-7 Press Release
