My CPA, PA

My CPA, PA

Reviews Summary

The consensus from reviews highlights exceptional professionalism, expertise, and personalized service. Clients consistently praise the team's responsiveness, accessibility, and thoroughness in handling taxes and accounting needs. Many emphasize long-term satisfaction, noting the firm's reliability, kindness, and ability to simplify complex matters. The collaborative approach of the staff, including clear communication and attention to detail, earns strong recommendations. Clients appreciate the seamless experience, often citing saved time, money, and stress. The overall sentiment reflects trust, loyalty, and high confidence in the firm's services.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Virtual CFO
Outsourced Accounting
E-Commerce
Healthcare
Professional Services
QuickBooks
ADP

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Virtual CFO
Outsourced Accounting
E-Commerce
Healthcare
Professional Services
QuickBooks
ADP

Contact Information

Address

1000 Brickell Ave #320

Miami, Florida 33131

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Steven Goldey and team have been doing my taxes now for over 20 years. I have never had anything but great professional and personal service. I have always had fun whilst filing my taxes sitting there chatting with Steve. I actually look forward to it every year. His expertise in tax filing is also of utmost importance and once when he was a bit unsure of a claim, he immediately researched it to make sure we were in order. This year I also had the pleasure of talking with Daniel and he was just as nice

It is always a pleasure to work with Steven and his team (Daniel Mateo managed the details of my taxes this year for example and he was very friendly, efficient, an excellent communicator and very helpful). Tax season was often a dreaded time of year for me and since I met Steven Goldey in 2016 this has all changed. He is timely, fair, professional, clear, thorough, trustworthy and above all, oh so kind. I can see he cares for me as a person and does not see me merely as a client. When we sit to talk he tak

The people working here are a dream. Steve has been our accountant and family friend for some time and he has always taken great care of me and my family when it comes to our accounting needs, particularly tax time! Now he has merged with this amazing company and I have to say it?s even better! Danny Mateo helped me from start to finish this year with my taxes and he made it so easy for me and took great care of me and my finances along the way. The gratitude I feel for having someone like this on my side

I have not had a great experience with accountants over the past years until now. I am glad to have found Acosta & Goldey. They are professionals, knowledgeable, friendly, reliable and responsible. They have a great team. I had to the pleasure to work with Daniel Mateo he was very efficient and knowledgable. I am glad to say I wouldn't go anywhere else or trust anyone with my taxes. I highly recommend them.

I've been working with Steven for years more than 10 years and has always been a pleasure . His team Daniel Mateo take the time to go over your taxes thoroughly. They are professionals, knowledgeable, friendly, reliable and responsible. I wouldn't go anywhere else or trust anyone else with my business and personal taxes. They are the best of the best!

Steve has been handling my family's taxes for decades and his professional and humorous nature shine through every interaction. I recently met with his new colleague, Daniel, who filed my tax return effortlessly and was also very kind and professional. I highly recommend this office!

I have worked with Steven Goldey for many years and he's very professional, patient and thorough in the process. Now since the merge to Acosta & Goldey I had the opportunity to work as well with George who was sure that all the details were taken care and kept me well informed. Thank you for helping me through tax season.

I have been using Mr. Goldey services for many years already. His accounting firm delivered always a very professional work in a timely manner. The treatment and communication have been excellent. I will continue to use their services for many more years for sure!!

I have worked with Steve Goldey and his associates for 10+ years. His level of skill, accessibility for questions, and overall professionalism are just a few reasons that I am pleased to work with him. I have recommended him to others in need of skilled accounting services and they have likewise been extremely pleased.

I have been using Mr. Goldey for several years. Have been satisfied with his work and professionalism. I am also happy with Daniel who just joined him and was on top of my file and kept me informed all the way to the end.

Simply the best accounting in South Florida. The care and personal attention is first rate and the product quality and accuracy is outstanding. Steve Goldey and his team have been doing my corporate and personal accounting for nearly 30 years. It's always refreshing to find a business where the people make all the difference. Highly recommended!

I?ve been paying taxes since 1997 and I have never seen better service and more genuine concern for my finances than the people in this accounting firm. Steve Goldey, Daniel & Julio Acosta are the best team you could hope for in accounting and they will SAVE YOU MONEY! Thank you guys for going the extra mile for me!

Steven and his team are excellent partners in the tax preparation and planning process. Professional, client-friendly and efficient in their focus on the needs of business and personal tax returns. Having worked with him for several years of my personal and business tax returns, its been a pleasure to work with Steven and his staff!

Daniel Mateo and the team at Acosta & Goldey are very professional and knowledgeable and most importantly will not steer you wrong. He has been my accountant for several years and I can honestly say takes the headache of bookkeeping and tax filing away. Having him on the Acosta & Goldey team is a definite plus. If you?re looking for a serious CPA firm to handle your personal or business accounting needs I highly recommend them. You will not regret it.

I've been using Steve Goldey for my personal and business needs for 10 years and am extremely satisfied. I'm excited that he has decided to team up with Acosta and take their business to the next level. Big congratulations to them!

Steven Goldey and Danny did a great job again! They have been doing my taxes for the past 12 years. Always efficient and professional. Great team to work with.

I recently turned 20 so i decided to re-file independently for the first time through Daniel. He did an incredible job and got me the best deal for my situation. the service was super transparent and i was getting updates constantly on what he was doing and what it meant for me. couldn?t have asked for a better service. five star service, five star company.

Steve has been doing ALL my Family taxes for years and I think he is just Fabulous! This time I met Jorge Rodriguez together with Steve and I was very impressed as how great they work together. I think this will be a very successful team! !

Like many of my colleagues, in Real Estate, I have been returning to Steven for more than a decade. Also, my customers , both domestic and International have always been pleased with the guidance supplied by Steven and now his co-worker; Daniel. I would readily recommend the team. Thanks for all you do. Michele Colson PA

I have been working with Julio Acosta for many years now, I?ve been very satisfied with his work. He is professional, knowledgeable, a true expert in this field. On top of that, he is always on time, responsive, attentive throughout the year. I highly recommend Julio.

Steve incorporated my company and he is been handling the tax filing since 2014. Very professional and always on time. I will strong recommend him to anyone one doing business in Florida.

Danny Mateo was extremely helpful, attentive, and knowledgeable. My experience with him was as smooth as I expected it would be after speaking with him in the phone. I highly recommend him and am so appreciative of his level of professionalism.

I've been using Steven Goldey, CPA, services for about a decade now and I couldn't be happier! He has helped me navigate complex tax matters for myself, my family and dozens of my clients. Steven has recently merged with Julio Acosta, CPA, and they have become a boutique tax powerhouse in Miami Beach second to none! Daniel Mateo, CPA, Jorge Rodriguez, CPA, Zully and Jennifer complete the A-"Tax"-Team at the Office. I recommend them to anyone in Miami looking for tax advise!

Goldey & Assoc has prepared my taxes for about the last 15-20 years. Always professional & thorough. The addition of Danny Mateo is just icing on the cake. Very efficient & pro-active.

Jorge Rodriguez and Steve Goldey have handled my taxes and company expression from NYC to Miami at the great level of attentiveness and professionalism. I highly recommend the firm. Thank you.

Have used Steve for years. They are not the small town business they once were, prices confirm that, and some of the personal attention may suffer but if you need a competent and reliable firm they are the spot. Good luck with your continued expansion.

Wonderful experience, i am very pleased with the services they offer , Steven and Jorge are the best, you can always count on them. They explain everything very thoroughly, you will feel like you are the most important client always there, they will take time to talk to you and find the best solutions there are for you . Great services !

I can only say everyone the communication and the support throughout the process was the most qualified and so easy to talk to! I highly recommend them to anyone looking for accounting help. As for me, they took the time to meet with me and did an incredible job!

I?ve known Steve Goldey for many years and each year he gives my return his fullest professional attention. My refunds are always a nice bonus. Thanks Steve!

I would like to thank very very much company Acosta & Goldey for a great help with my tax return. The service was best. Special thank to Mr Jorge Rodriguez for his very professional job. Again thank you very much. Tomas

Amazing team & customer service. Everyone is so kind, patient & friendly. I highly recommend this place. Danny Mateo helped me from start to finish this year and he took great care of me. Thank you once again!

Been with Steve for over 20 years. Met George this year. Very professional. Not 1 complaint. If you need an accountant, these are your guys.

I highly recommend Acosta and Goldey for personal tax preparation. Everyone there is very professional, knowledgeable and friendly. I'll be working with them again next year!

I have been a customer for years. I?ve always been given great service. I would highly recommend Acosta & Goldey for all your accounting and tax services.

Satisfied with Steven and Daniel. Daniel managed the details of my taxes providing me a excellent and fast service. Thank you for the service provided.

Very happy to be working with this office. Dany has been nothing but helpful and responsive even on late nights during weekends. I fully recommend working with them.

Steve is our go to for all financial needs, honesty, integrity, and professionalism 20 years loyal and will continue. Greg and Claudia Sgarro

Steve has been preparing my and my family's tax returns for almost 20 years now. Always very happy with the whole process!!

Excellent advice and service. Fast, profesional and great customer attention. Corporate or personal you are in good hands with Acosta and Goldey.

Steve has been my accountant for years. I have found him and his staff to be trustworthy, competent and his responsive.

Personally recommend this place from my own experience, i needed help with my taxes and the people were really helpful and nice. Met with Mr Acosta and he made filing taxes non scary.

Highly recommend them if you need a CPA. Have been a client for years and they always help me with any questions or issues I have. You will be in good hands with them.

An amazing firm that is always there to help with any questions. My family and I have been using them for a while and it?s been a great experience!!

Would definitely recommend this firm. Daniel Mateo helped me with my personal taxes- he was very professional and responsive.

Danny is fantastic, trustworthy, and honest. Very happy and satisfied customer. Thank you Danny Mateo

Great for all your personal and business tax needs. Thanks Steven, jorge and Daniel always great service.

I have been a costumer of Steven Goldey for years;He takes care of clients issues with participation and is a pleasant person to deal with

Great Accountants. I have worked with Steve for years! Danny was great! Thank you.

Great Accountant and very professional! He?s top notch! Have used him for years! He?s the best!

Best attention. Professional. Courteous and sensitive to the needs of the clients. Really recommend to all.

Excellent experience, on time with my personal and business tax returns.. always available to talk to regarding advice..

I?ve worked with them for years. Always professional on time and thorough

We have been their customers for 5 years, they are fast, efficient and very professional .

Great people. Helpful and kind. You relax because you know you?re in good hands.

Awesome work. Very productive. Daniel Mateo is great

Thank you Daniel Mateo for all your help this year. You were so helpful, professional and efficient.

Customer for over 15 years...quick response...professional...available for questions anytime...highly recommended...

Very professional and knowledgeable. Highly recommend their services.

"Knowledgable, courteous and professional" a pleasure to work with them.

Excellent attention and service, thank you so much for your help...Nancy

Very professional. Timely and great customer service.

Professional firm that is willing to work with you for the best outcome!

Great customer service, well done job

Very happy with their accounting services.

Always satisfied with the services.

(Translated by Google) In the 5 years that I have lived in America, I have not met a single company that works so efficiently and quickly. This year I received the biggest return. Thank you very much, you are number one, I will now use your service constantly and recommend it to my friends ???????? For the 5 years that I have been living in America, I have not met a single company that works so efficiently and quickly. I got the biggest return this year. Thank you very much, you are number one, I will use

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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