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.

Lorena has over 15 year of experience in accounting, auditing and taxation, she began her career in the hospitality industry working for the Sonesta Hotel International, Ritz-Carlton Hotels and Resorts, Marriott International among others. She also assisted private companies in the restaurant, medical and healthcare industries with the preparation of financials, asset planning and tax reporting. Lorena received her Bachelor’s Degree in Accounting from University of Central Florida, she is currently enrolled in the MBA program with Florida International University and is on track to become a Certified Public Accountant.