See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Lee Anne Acosta profile image

Lee Anne Acosta

Owner, CPA, CFA at Acosta Tax & Accounting Services
Intro Book
Seasoned CPA with expertise in financial analysis and strategic financial planning.
  • Claim this Profile
Location
Winter Park, Florida, United States, US
Skills
  • Cpa
  • Financial Analysis
  • Accounting
  • Strategic Financial Planning
  • Tax Research
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Lee Anne Acosta is a seasoned CPA with 20 years of experience in financial analysis, strategic financial planning, and tax research. She has worked with high net worth individuals, closely held corporations, and partnerships, providing compliance and consulting services. Acosta has also taught in-house training for tax staff and has expertise in family law and financial planning for family businesses. With a background in accounting and a degree from Stetson University, Acosta has established herself as a trusted advisor in the financial industry.

Experience

  • Acosta Tax & Accounting Services
    • Winter Park, FL
    • Owner, CPA, CFA
      • May 2004 - Present
      • Winter Park, FL

      Owner of a boutique firm where the emphasis is on providing our clients with the highest level of service. Primary focus areas are:Financial Planning Services-Compliance and Consulting for business owners. Florida Film-We are pleased to be associated with the film industry in Florida. We provid...

  • KPMG US
    • Orlando, Florida Area
    • Tax Senior Manager
      • Jul 2000 - May 2004
      • Orlando, Florida Area

      Primary focus is compliance and consulting for high net worth individuals and their related closely held corporations and partnerships.Industry experience includes:Real Estate, Brokerage Services, Not for Profit, EntertainmentPlanned and taught in house training for tax staff

  • PwC
    • Orlando, Florida Area
    • Audit Staff
      • Sep 1983 - Apr 1986
      • Orlando, Florida Area

      Audit staff - Industry experience includedEntertainment, International, Health Care, Insurance

Education

  • 1981 - 1983
    Stetson University
  • 1979 - 1981
    Wake Forest University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles