Tax Partner
Windes is pleased to welcome Kathy Neil as a Partner in its Tax department. She has more than 35 years of tax, financial, and accounting experience. Prior to joining Windes, Kathy was a Tax Director for a national accounting firm.
“I am grateful and excited to be starting a new chapter in my career with Windes,” says Kathy. “I look forward to contributing to the firm’s tradition of providing exceptional client service and community involvement.”
Kathy’s practice focuses on high-net-worth individuals, their closely held businesses, and family offices. Utilizing a vast array of tax and financial tools to help clients plan for the future, she proactively advises her clients, providing tax strategies that minimize income and estate taxes and preserves family wealth.
Kathy holds a Bachelor of Science in Accounting from California State University, Long Beach. She is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, and United Way Orange County’s Women United.
“I’m excited to welcome Kathy to the Windes team. Her remarkable expertise and extensive career experience will be an excellent addition to our advisory practice,” says Managing Partner James Cordova. “With our phenomenal growth and expansion of new advisory service lines, Kathy’s specialization in tax planning for high-net-worth families and their businesses brings outstanding opportunities for the firm and our clients.”
Welcome to the firm, Kathy!
View Kathy’s Press Release
For more information, please contact Windes marketing at info@windes.com or toll-free at 844.4WINDES (844.613.0768).