Acosta Tax & Accounting Service PA

At Acosta Tax & Accounting Services, we understand that finances can be an intensely personal matter, and building strong relationships with our clients is at the core of our business. Our boutique firm is dedicated to providing the highest level of service to entrepreneurs, families, and individuals, helping them achieve their financial goals and succeed.

Our Philosophy

Our goal is to be your trusted business advisor, available to serve you as needed. We take the time to understand your unique financial situation, providing personalized guidance and expertise to help you make informed decisions. Our team of experienced professionals, led by Lee Anne Acosta, CPA, CFA, is committed to delivering exceptional service, ensuring that you receive the attention and care you deserve.

Our Services

We offer a comprehensive range of services, including:

• Accounting Services: Small business accounting, QuickBooks assistance, payroll preparation, quarterly filings, and compilations.
• Tax Preparation: Individual, corporate, pass-through entities, trust, estate, and non-profit returns.
• Financial Planning: Education, retirement, business succession, and estate planning.
• Compliance & Consulting: Assistance with financial planning, tax preparation, and compliance for entrepreneurs and their families.
• Film In Florida: Certification of Florida expenditures for film industry clients, enabling them to receive financial incentives.
• Family Law: Lifestyle analysis, financial affidavits, child support calculations, and assistance with equitable distribution, all with a collaborative law approach.

Our Team

Our team of experienced professionals, led by Lee Anne Acosta, CPA, CFA, is dedicated to providing exceptional service and guidance. With a strong background in tax, retirement, and estate planning, Lee Anne has worked with a diverse range of clients, including doctors, lawyers, professional athletes, entertainers, real estate developers, and family-owned businesses. Our team is committed to delivering personalized service, ensuring that you receive the attention and care you deserve.

Why Choose Us

At Acosta Tax & Accounting Services, we are dedicated to helping our clients succeed. We take the time to understand your unique financial situation, providing personalized guidance and expertise to help you make informed decisions. Our team is committed to delivering exceptional service, ensuring that you receive the attention and care you deserve.