Business Details
50+ Years
experience
Your Trusted Accounting Partner in Coral Gables, FL
Verdeja & Alvarez has been a trusted name in accounting and financial services for over 50 years. Our team of 50 professionals combines deep industry expertise with a commitment to personalized client solutions. We specialize in audit, tax, and advisory services tailored to diverse industries including education, healthcare, and government. Our bilingual capabilities and focus on understanding client operations enable us to deliver accurate financial reporting and strategic guidance. With a legacy of excellence recognized by leading business journals, we maintain rigorous compliance standards while adapting to evolving regulatory landscapes.Our approach emphasizes transparency, attention to detail, and long-term client partnerships. We serve over 2,000 organizations nationwide, including 100+ schools and religious institutions. Our professionals hold certifications in forensic accounting and financial forensics, ensuring comprehensive service delivery. We maintain active involvement in community initiatives like The Children's Trust program. This combination of experience, specialization, and client-centric values defines our enduring success in South Florida's financial services sector.
Services
Audit & Assurance
Tax Services
Advisory Services
Forensic Accounting
Business Valuation
QuickBooks Consulting
International Taxation
Employee Benefit Plan Audits
Agreed-Upon Procedures
Compliance Audits
Details
- Year established: 1971
Highlights and features
- We have over 50 years of experience in accounting and financial services
- Our team of 50 professionals delivers personalized solutions tailored to each client's needs
- Bilingual services to navigate complex international tax issues
- Specialized expertise in serving diverse industries including education and healthcare
- Recognized as one of the Top 25 firms in South Florida
What people say
Unwavering reliability
Professionalism
Responsive partner
Tailored recommendations
Financial integrity
Services
Audit & Assurance
Our audit and assurance services provide comprehensive financial examinations with a focus on accuracy and regulatory compliance. We serve nonprofit organizations, government entities, and for-profit businesses through detailed risk assessments and transparent reporting. Our team conducts multi-phase audits covering planning, fieldwork, and reporting while maintaining clear communication with management and board members throughout the process.
Tax Services
We offer complete tax solutions including compliance, planning, and international tax services for individuals and businesses. Our bilingual team specializes in navigating complex cross-border tax issues and provides strategic guidance for domestic and international operations. Services include Form 990 preparation for nonprofits, ITIN applications, and expert representation during IRS audits and examinations.
Forensic Accounting
Our forensic accounting services combine investigative expertise with financial analysis to detect and prevent fraud. Certified professionals conduct trust account investigations, prepare damage calculations, and provide expert testimony in legal proceedings. We evaluate internal controls to identify vulnerabilities and implement preventive measures against embezzlement and financial misappropriation.
Business Valuation
We provide independent business valuations for companies of all sizes, from small proprietorships to large corporations. Our services support mergers and acquisitions, financial reporting, and strategic decision-making. We deliver unbiased assessments that consider market conditions, financial performance, and industry-specific factors to determine accurate business valuations.
Agreed-Upon Procedures
Our agreed-upon procedures offer flexible financial examinations tailored to specific client needs. We work with organizations on compliance audits for programs like Step Up For Students and The Children's Trust, providing timely reports that meet funding requirements. These customized engagements focus on specific areas of concern rather than comprehensive financial statement audits.
People
Octavio F. Verdeja
Managing Partner
Founding partner with over 50 years of experience in accounting and financial services. Served as past Treasurer of The Children's Trust and led the firm's growth into one of South Florida's largest accounting practices.
Manny Alvarez
Partner
Co-founding partner instrumental in establishing the firm's reputation for excellence in audit and tax services. Brings decades of experience in serving diverse industries including healthcare and government entities.
Javier Verdeja
Tax Partner
Tax specialist with extensive experience in international taxation and compliance. Leads the firm's bilingual services team, helping businesses navigate complex cross-border tax regulations and reporting requirements.
Octavio A. Verdeja
Partner
Experienced partner focusing on audit and assurance services. Specializes in working with nonprofit organizations and educational institutions, bringing deep expertise in compliance with government grant requirements.
Lisset Cascudo
Tax Principal
Certified tax expert with significant experience in individual and corporate tax compliance. Provides strategic tax planning guidance to businesses and individuals while maintaining focus on regulatory compliance.
Questions
What accounting services do you offer?
We provide audit & assurance, tax compliance, forensic accounting, business valuation, and advisory services for businesses, nonprofits, and government entities.
Which industries do you specialize in?
We specialize in education, healthcare, government, international business, transportation, and religious institutions with tailored financial expertise for each sector.
How long have you been in business?
We've served clients since 1971, making us one of South Florida's most experienced accounting firms with over 50 years of expertise.
Do you offer bilingual services?
Yes, our bilingual team provides Spanish-language accounting and tax services to help navigate complex international business requirements.
How do you tailor services to client needs?
Our 'Know Your Client' approach focuses on understanding each organization's operations to deliver personalized financial solutions and strategic guidance.
What certifications do your professionals hold?
Our team includes certified fraud examiners, financial forensics specialists, and QuickBooks experts with extensive industry-specific qualifications.
