Business Details
32 Years
experience
Your Trusted Partner for Accounting Solutions in Coral Gables
De La Hoz, Perez & Barbeito has been delivering personalized financial guidance to individuals and businesses for over 27 years. Our expertise spans tax management, accounting services, audits, financial planning, and consulting, with a focus on tailored solutions that meet each client's unique needs. Combining seasoned professionals with a team-oriented approach, we ensure every client receives meticulous analysis and attention. Our commitment to excellence, seasoned tax professionals, and work ethic have earned us a loyal client base and recognition as a leading firm in the region.We prioritize open communication to understand client needs, applying research and sound analysis to maintain financial viability and achieve long-term goals. Our dedication to hard work and responsiveness has solidified our reputation as a trusted partner in the business community.
Services
Tax Planning
Audit Services
International Taxation
Partnership Taxation
Client Accounting
Details
- Year established: 1994
Highlights and features
- We offer over 27 years of experience in tax and accounting services.
- Our team provides personalized, client-focused financial strategies.
- We specialize in complex international and partnership taxation.
- Our audit services ensure compliance and risk mitigation.
- We combine large-firm expertise with personalized service.
What people say
Competent and dependable
Excellent service
Top-notch firm
Honest and fairly priced
Proactive tax planning
Services
Tax Planning
Our tax planning services help businesses and individuals minimize liabilities while ensuring compliance with evolving regulations. We analyze financial situations to develop customized strategies, leveraging deductions, credits, and structuring opportunities. With expertise in domestic and international tax law, we optimize financial outcomes for long-term success.
Audit Services
We provide comprehensive audit and assurance services to enhance financial accuracy and stakeholder confidence. Our team conducts thorough evaluations of financial statements, internal controls, and compliance frameworks. Specializing in audits for private equity, real estate, and nonprofit sectors, we deliver actionable insights to improve transparency and operational efficiency.
International Taxation
Our international taxation services address cross-border tax challenges for U.S. and non-U.S. clients. We assist with foreign tax credits, compliance reporting, and structuring strategies to minimize liabilities. With expertise in U.S. tax implications for global operations, we help clients navigate complex regulatory landscapes while maximizing financial efficiency.
Partnership Taxation
We specialize in partnership taxation, offering tailored solutions for profit allocations, compliance, and audit defense. Our team structures tax-efficient frameworks for partnerships, ensuring equitable distributions and adherence to regulatory requirements. We provide strategic guidance to mitigate risks and optimize tax benefits for complex business entities.
Client Accounting
Our client accounting services include bookkeeping, general ledger maintenance, and financial statement preparation. We help businesses establish robust accounting systems and streamline processes for improved financial visibility. By providing accurate records and tailored support, we enable clients to focus on growth while maintaining compliance with reporting standards.
People
Jorge E. De La Hoz
Founding Partner
With 27+ years of experience, Jorge specializes in tax planning, forensic accounting, and international tax consulting. He holds a Master's in Accounting from Florida International University and is a licensed CPA and auditor. He previously served as a senior auditor at KPMG.
Cristina H. Perez
Tax Partner-In-Charge
Cristina leads the tax practice with expertise in international tax compliance and strategic planning. A Certified Public Accountant and IRS Acceptance Agent, she holds a Master's in Taxation and has worked with KPMG and Grant Thornton. She focuses on domestic and global tax solutions.
David G. Barbeito
CEO/Managing Partner
David brings 15+ years of audit and tax advisory experience, specializing in financial institutions and real estate. He previously led MBAF's Middle Market Audit Group and holds a Master's in Accounting. His expertise includes LIFO elections and IC-DISC implementations.
Juan J. Hidalgo
Partner and COO
Juan oversees audit operations with a focus on technology integration. He has extensive experience in audits for nonprofits, real estate, and sports franchises. A CPA with a Master's in Accounting, he previously worked at MBAF for 13 years.
Grethell Anasagasti
Tax Partner
Grethell specializes in partnership tax and compliance for flow-through entities. With 25+ years of experience, she advises on capital account modeling and tax-efficient structures. She holds a Master's in Taxation and has worked at BDO and MBAF.
Questions
When should my business consider hiring a CPA?
Businesses should hire a CPA during startup, financial challenges, growth phases, or major changes like mergers. CPAs provide critical expertise in audits, tax planning, and compliance.
How can a CPA help with tax matters?
CPAs identify tax-saving opportunities, ensure compliance with regulations, and develop strategies to minimize liabilities while optimizing financial health through accurate reporting.
When should a startup hire an accountant?
Startups should engage an accountant early for financial management, tax planning, and compliance guidance once revenue generation or funding activities begin.
What are the benefits of partnership taxation services?
These services ensure equitable profit distributions, compliance with tax laws, and protection during audits while maximizing tax benefits for complex business structures.
Do you offer international tax services?
Yes, we specialize in cross-border tax planning, compliance reporting, and structuring strategies for U.S. and non-U.S. clients with global operations.
