Windes has expanded its Tax department with the addition of Maddy Rozo as a Partner, effective January 13. Rozo brings extensive expertise in tax compliance, planning, and consulting, with a specialized focus on residential and commercial real estate transactions. With more than ten years of professional experience, Rozo specializes in complex tax strategies including §1031 Like-Kind Exchanges, Opportunity Zone Credits, Low-Income Housing Credits, and cost segregation studies. Her professional background includes comprehensive tax services for high-net-worth individuals and real estate professionals.
Rozo holds 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 the California Society of Certified Public Accountants (CalCPA). Managing Partner Sean McFerson highlighted Rozo's strategic importance, noting that her technical expertise will strengthen the firm's ability to deliver exceptional tax services and drive innovation within their practice.
Rozo expressed enthusiasm about joining Windes, emphasizing her commitment to collaboration and contributing to the firm's continued growth. Her addition represents a significant enhancement of the firm's capabilities in handling complex real estate tax scenarios and providing strategic financial guidance. This move matters because it positions Windes to better navigate the intricate tax landscape of real estate, particularly for high-value transactions and investments. The implications include potentially greater tax efficiency and strategic planning for clients engaged in residential and commercial real estate, leveraging specialized tools like §1031 exchanges and Opportunity Zone Credits. For the firm, it signals a commitment to deepening niche expertise, which can attract new business and retain existing clients seeking sophisticated tax advisory services in a competitive market.
