MIAMI (February 26, 2015) – De La Hoz and Associates PA announces its new formation to De La Hoz, Perez & Barbeito, P. A. to recognize the contribution of two principals.
A full-service certified public accounting firm, De La Hoz, Perez & Barbeito, P. A. tailors domestic and international accounting, tax and consulting services for entrepreneurs, family businesses, and high net worth individuals.
Joining founding principal Jorge E. De La Hoz, CPA, are Cristina H. Perez, CPA, and David G. Barbeito, CPA. Together they bring proven expertise with wholesale/distributors, hotels and restaurants, health care providers, construction and equipment sales, real estate investors, finance companies, and international businesses.
The firm is known for its consultative approach to serving its clients.
De La Hoz, Managing Principal, explains: "twenty-three years of experience in tax planning and compliance enables us to efficiently assess our clients' needs and craft tax plans tailored to their specific situations. The benefit to our clients is dedicated professionals who have known them personally for years, study the relevant tax codes, have hands-on experience in their industry and can efficiently help them with their tax plans and compliance".
De La Hoz goes on to explain the consultative approach: "we take on a select number of clients, mostly concentrated in our areas of industry expertise, so that our workload allows us to dedicate the proper time and attention to consult with our clients. By focusing on a select number of industries, we can offer the depth of knowledge significant to those clients in those industries".
Barbeito, principal in charge of the assurance practice, adds: "our consultative approach is at the heart of what we do. We strive to really know and understand the industry so that we can advise clients on best practices to grow their business and run a profitable operation".
"And when it is time to pass the business on to the next generation of the family or to carry out due diligence in conjunction with a sale or merger, we are in the best position to assist our clients".
"We don't just count the inventory and classify accounts receivables; we review inventory levels to suggest ways for our clients to free up cash for operations, we analyze controls to seek ways to minimize shrinkage, and we examine accounts receivables to consider how better practices might increase cash flow and reduce collections efforts".
Perez, whose sub-specialty is international taxation, has built an impeccable reputation in this challenging area of tax regulation to best advise her clients, both in-bound and out-bound. Perez emphasizes the importance of providing the highest level of personal and confidential services to their clients as part of their consultative approach. "We must understand all aspects of their business interests as well as their family structure, wishes and aspirations for their future. Our ability to help them with trust and estate planning is central to meeting all their needs to ensure that their wishes are carried out for the well-being of their family members".
Perez concludes, "the firm's CPAs, managers, supervisors and para-professionals work as a team to service clients. The synergies from this consultative approach are designed to deliver best practices and operational efficiencies for the clients".
About De La Hoz, Perez & Barbeito, P.A.
A full-service certified public accounting firm founded in 1991, De La Hoz, Perez & Barbeito, P. A. tailors domestic and international accounting, tax and consulting services to entrepreneurs, family businesses, and high net worth individuals. They bring proven industry expertise with wholesale/distributors, hotels and restaurants, health care providers, construction and equipment sales, real estate investors, finance companies, and international businesses.