About Acosta Tax & Advisory PA
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 founder Julio Acosta is a licensed Certified Public Accountant in good standing with the State of Florida since 2005. He has over 18 years of experience in private and public accounting combined and over 11 years of Taxation. Julio holds a Bachelor’s Degree in Accounting and two Master’s Degrees, one in Accounting and one in Taxation, from Florida International University. He is an avid reader, well rounded entrepreneur, next generation technology promoter and marketing aficionado.
He began his career in accounting in the hospitality industry with the Hilton hotel chain as a Night Shift Auditor and quickly ascended to Controller for one of their busiest hotels in Miami Beach. Seeking to expand his knowledge and experience in the private sector, he joined an International Architectural firm as an Accounting Manager. This role entailed accurate consolidation and reporting of accounts for multiple Caribbean Islands subsidiaries. He later joined The Beacon Council for Miami-Dade as a Senior Accountant. Under this role, he restructured and automated time-consuming payroll and accounts payable procedures achieving much needed efficiencies and reliability.
Thirsty for more, Julio took the plunge in the public accounting sector. He joined Berkowitz Dick Pollack and Brant CPAs as a Financial Auditor and shortly after attained the position of Senior Financial Auditor at Ernst and Young, one of the “Big Four” public accounting firms in the world. While working with these firms Julio gained a wealth of knowledge and experience in financial reporting and auditing of large scale operations and publicly traded organizations in the heath-care, banking, logistics, and aviation industries.
Opportunity knocked at Julio’s door to return to the private sector as the Controller of a Commercial Property Management Department that was in its infant stage but with his input quickly flourishing. For Julio, it was an exciting opportunity to build a department from the ground up and establish the necessary procedures and controls that could ensure its healthy growth and success. Once achieved, Julio’s sight was placed on an even larger feat, owning his very own firm. In 2006, he does just that by acquiring a boutique firm specialized in Tax Preparation and Planning. Julio would transform and grow his firm into Acosta Tax and Advisory, an extension of his clients’ businesses in the counties of Broward, Miami Dade and West Palm Beach supporting their “back-office” tax, accounting and financial planning functions.
Jorge Rodriguez has over five years of experience and specialization in sales tax, payroll and income tax preparation. He is responsible for the timely preparation and filing of business returns, personal returns, foreign financial accounts reports, payroll and sales taxes. Jorge holds a Bachelor’s Associate degree in Business Administration from American Intercontinental University with a minor in Accounting. Jorge is currently pursuing studies to become a Certified Public Accountant.
Daniela Acosta is a seasoned Tax Account with three years of valuable experience in public accounting and three years in private accounting. She is proficient in compilation and review of financial statements as well as write-up services for business clients. She specializes in individual, corporate, and not-for-profit income tax returns. She also prepares sales and use tax returns, property tax returns and trust returns. Daniela received her Bachelor’s Associate degree in Accounting from Florida International University and her Masters in Taxation from Nova Southeastern University. Daniela is currently pursuing studies to become a Certified Public Accountant.
Gilbert Moreno has assisted individuals and small business with their tax and accounting needs since 2006. He began his accounting career in the hospitality industry working for the Hilton hotel chain as an account receivable clerk. He later worked as an account for private companies in the pharmaceutical and import export industry. In 2003, he participated in the IRS Volunteer Income Tax Assistance (VITA) program providing much needed assistance to individuals with lower income, disabilities and limited English in preparing their own tax returns. Gilbert studied accounting at Florida International University.
Vivian Diaz has six years of experience working in customer facing roles where data accuracy, security and compliance with strict laws and regulations is crucial. She is responsible for maintaining accurate business financials for the firm’s clients following best practices and utilizing industry leading technology. She is currently working on her Bachelor’s Degree in Accounting from Florida Atlantic University and holds an Associate’s Associate degree in Business Administration.
Pedro Torres, founder of Lucas Adam Financial Planning, oversees the strategic direction and investment management portfolio of small to medium size businesses and prosperous individuals. He is a seasoned, multi-disciplined, veteran with practical expertise in the complex financial issues faced by business owners, corporate executives, and healthcare professionals. A forerunner in the use of holistic financial planning he is an investment advisor, wealth planner. He has trained and developed over 100 financial advisors and has also managed various financial enterprises under this philosophy. During his more than 20 years of experience in the investment management and financial planning industry, he has had advisor roles with Ameriprise Financial and Citibank/Smith Barney, a sales manager with Prudential Securities, Guardian Life Insurance and HSBC Bank; and has also served in executive positions with Prudential Financial and Bank of America Securities. Pedro is a graduate of the University of Pennsylvania, a prestigious Ivy League school, with a Bachelor’s Associate degree in Economics.
David brings a wealth of knowledge and experience in Tax Law which he began gathering while working at KPMG, a Big Four public accounting firm. There he researched and interpreted laws and court cases that impacted the firm’s large multinationals corporation clients. Since 2014, he has provided outside tax consultation on complex tax issues, including tax representation before the Internal Revenue Service and Florida Department of Revenue and tax consulting on other tax controversial matters. David received his Bachelor’s Associate degree in Accounting from Florida International University and his J.D. from Rutgers School of Law.
Vannellia Velez has over six years of experience in enterprise information systems audit and implementation of effective business solutions that improve business performance and operations. Early in her career, she grasped the complex process of identifying large-scale business processes and technology gaps to build thorough system implementation plans that were executable and adoptable with detailed employee readiness training. Later as an Information Technology Auditor with Ernst and Young, a Big Four public accounting Firm, she tested enterprise financial systems and controls for compliance with Sarbanes Oxley Act (SOX) for publicly traded organizations in the Real Estate, Property Management, Banking, Produce and Software industries. In her former role as an Enterprise Data Governor, she inventoried business critical data, relevant systems, and function stakeholders to establish controls that ensured information availability, usability and reliability for business intelligence reporting on product sales performance, supply chain management and inventory tracking. As a technology consultant, Vannellia provides direction on continuous business management and service delivery improvement efforts for Acosta Tax and Advisory. In alignment with the founder’s growth vision, she provides guidance during the development of sales and marketing strategies, new technology evaluation, acquisition, and implementation. Vannellia holds a Bachelor’s Associate degree in Computer Engineering from Florida International University.
Alejandro Yanes has over three years of experience in marketing through digital and traditional media. Most recently, he has specialized in marketing strategies and campaigns for Tax and Accounting practices. Alejandro is skilled with photography and videography utilizing latest image editing and composing software including Adobe Photoshop, Illustrator and Premiere. He is also proficient with Google AdWords and Analytic for organic and sponsored ranking. Alejandro is a student at Broward College working towards an Associate’s Degree in Marketing and a Bachelor’s Degree in Business Administration.
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.