Partner, Tax

Rob joined Windes in 2013 and is a Partner in the firm’s Tax department.

Rob specializes in providing tax advisory, accounting, and compliance services to middle market businesses, and their owners with emphasis on assisting clients to plan for and manage their income tax liabilities.

Additionally, Rob works with closely held and startup business owners to maximize their companies’ value, advising and assisting business owners on how to ensure that their companies are transition-ready, and prepared for exit.

He serves various industries, including manufacturing, resell and distribution, technology, real estate, service companies, online retailers, franchise owners, restaurant owners, as well as, high-net-worth individuals.

Education

Bachelor of Science, Business Administration
San Diego State University

Master of Science, Taxation
San Diego State University

Professional Affiliations

  • American Institute of Certified Public Accountants, Member
  • California Society of Certified Public Accountants, Member
  • Alliance of Mergers & Acquisition Advisors, Member
  • Exit Planning Institute, Member
Community Affiliations

  • Boys and Girls Club of Laguna Beach, Board Member