Accounting, Tax & Financial Planning Firm

About Acosta Tax & Advisory PA

Our Firm

Pembroke Pines CPA firm

Acosta Tax & Advisory, PA is an accounting firm that provides a variety of tax and business services; whether you or your business have a problem with the IRS (tax audit or tax debt), want to file your income tax return (tax preparation services), or need to incorporate a business. Our team of professionals includes tax accountants, an in-house tax attorney, a CPA, former IRS collections agent and a Financial Planner. We service clients throughout South Florida, with our main office located in Pembroke Pines. Our firm has been recognized for the quality of its services. We currently have positive reviews from our clients in Google+ and Yelp. Feel free to read some of our client testimonials. Additionally, we are active members of the AICPA, American Institute of Certified Public Accountants, and the FICPA, Florida Institute of Certified Public Accountants. We do not provide legal services; however, our tax professionals, through a Power of Attorney, can properly and diligently represent you our your company before the Internal Revenue Service; please read our disclaimer.

Our Team

Julio Acosta

Julio is a licensed Certified Public Accountant in good standing in the state of Florida. He has over 16 years of tax and accounting experience from working with large and well-respected financial institutions. He’s worked for Ernst and Young (a Big Four Accounting Firm), the Miami-Dade Beacon Council, and Berkowitz Dick Pollack and Brant CPAs. Julio holds a Bachelor’s in Accounting and holds two Master degrees, one in Accounting and one in Taxation.

Vannellia Velez

Vannellia has over 11 years of experience in the accounting and real estate consulting industry.  She has experience from working with large and well-respected financial institutions like Ernst and Young (a Big Four Accounting Firm) ,Burger King Corporation (Corporate) & General Electric.  Vannellia holds a Bachelor from Florida International University.

Pedro Torres

Pedro is Financial Adviser with over 15 years of experience.  He has experience from working with large and well-respected financial institutions like Prudential, Bank of Ameriaca, EAGil Financial and HSBC Bank. Pedro holds a Bachelor of Arts from the University of Pennsylvania.  Pedro also holds the following licenses: Series 7, 63, 65, 9, 10 and Florida Life, Health and Variable Annuity.

Our teams also includes other qualified tax accountants and tax professionals. For example, one of our advisors is an attorney that provides tax services for our firm through the administrative practice before the IRS (or Florida Department of Revenue). His knowledge with business and tax issues provide him a unique perspective when dealing as a business and tax advisor. He leads our tax resolution team for clients that owe taxes, are under a tax audit, or have other serious IRS tax issues. He provides tax services, not legal services, under our firm in the capacity of a tax advisor. Furthermore, we also work with an advisor that is a former employee of the IRS and concentrates in the areas of representation before the Collection Division of the IRS for our clients that owe money to the IRS. This includes negotiating tax debt with the IRS, including income, payroll, or sales tax; prior to teaming up with our firm, he spent over 20 years as a Revenue Officer and Collections Program Analyst with the IRS.

Acosta Tax & Advisory, PA is committed to…

  • Covering all of our client’s needs through experienced strategic planning backed by the latest computer software. Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  • Regularly checking on our clients and identifying their changing needs. We understand your family, personal finances, or business strategy is in a constant state of organic change. As your tax need ebb and flow, our dedicated CPAs guide you on each new path.
  • Maintain a complete digital environment. We are paperless office, ensuring you have easy access to all of your tax documentation, all the time.
  • Filing taxes based on our client’s personal preferences. We are highly skilled at filing taxes the traditional& way as well as electronically, which allows you to personalize your tax filing experience.

Call Acosta Tax & Advisory, PA to schedule a consultation for your business and/or tax needs.