Who We Are
Acosta Tax & Advisory, PA is a leading tax and accounting firm that provides complete back-office functions tailored to meet the needs of small to medium size businesses. Our journey began in 2006 as a boutique firm in Hollywood, Florida specializing in Tax Preparation and Planning. Over the years our firm recognized a common issue that affects many business owners: How to manage their accounting, tax compliance, and financial strategies while managing their day to day business operations.

Who We Are
Acosta Tax & Advisory, PA is a leading tax and accounting firm that provides complete back-office functions tailored to meet the needs of small to medium size businesses. Our journey began in 2006 as a boutique firm in Hollywood, Florida specializing in Tax Preparation and Planning. Over the years our firm recognized a common issue that affects many business owners: How to manage their accounting, tax compliance, and financial strategies while managing their day to day business operations.


Julio Acosta
Certified Public Accountant
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
Accountant
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 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
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 Degree in Accounting from Florida International University and her Master’s in Taxation from Nova Southeastern University. Daniela is currently pursuing studies to become a Certified Public Accountant.

Gilbert Moreno
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.

Vannellia Velez
Business Technology Manager
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 Degree in Computer Engineering from Florida International University.