An Accounting, Tax & Financial Planning Firm

About My CPA (formerly Acosta & Goldey)

My CPA, PA (Formerly Acosta & Goldey) is a leading tax and accounting firm that provides tailored services to meet the needs of individuals and small to medium size businesses. The professionals at My CPA, PA, offer an array of virtual CPA and CFO services.

What sets our firm apart is our deep understanding of businesses needs to manage their accounting, tax compliance, and financial strategies while managing their day to day business operations.  A sizeable number of businesses postponed accounting activities and complete them solely to comply with tax return filing requirements. This places business owners under significant risk due to limited knowledge, inexperienced staff, or lack of time to oversee the performance of these activities.  As a result, they don’t attain timely financial reports throughout the year that contained information pivotal to their business operations and that directly impacted their strategies and growth.  Many businesses are frequently assessed late fees due to late bill payments which added up to painful amounts that would have been best invested in their operations.

Only a small number of businesses proactively create a tax and financial plan to reduce their tax liability and increase their bottom line. Many businesses miss strategies such as contributing to tax deferred retirement plans (e.g. 401k, IRA, or other defined benefit plans), revisiting their business structure (e.g. S-Corp, LLC), or investing in tax deductible business assets.

More often than not, businesses have reached out to us to help them minimize or eliminate penalties related to the following: filing of returns, penalties for overdue payment of taxes, or audits related to income taxes, payroll or sales tax matters.  Consequently, our firm strategically evolved to become an integral part of our clients’ businesses by providing a comprehensive and adaptable service package that proactively addresses the aforementioned challenges. At a fixed monthly fee, we provide a holistic service approach that leverages the collaborative input and expertise of resources in the functions of bookkeeping, accounts payable, payroll, tax return preparation and filing, business financial and performance reporting, as well as tax and financial planning. We are a tech-savvy paperless firm that ensures business owners have access to their tax and financial information at their fingertips by utilizing the latest software applications and an online portal. We pride ourselves for taking the time to regularly check on our clients and identifying their ever changing needs. Our firm today offers business owners peace-of-mind and frees up their time and resources from non-revenue generating activities so they can focus on executing strategies that improve operations, grow their business, and increase their bottom line.