Roberto Alvarez, CPA, is a seasoned professional with over 25 years of experience in public accounting, currently serving as the Tax Director at De La Hoz, Perez & Barbeito, PLLC, a dynamic and rapidly expanding CPA firm based in Coral Gables, Florida. In his role,...
Roberto Alvarez, CPA, is a seasoned professional with over 25 years of experience in public accounting, currently serving as the Tax Director at De La Hoz, Perez & Barbeito, PLLC, a dynamic and rapidly expanding CPA firm based in Coral Gables, Florida. In his role, Roberto leverages his extensive expertise in tax compliance and planning to provide comprehensive advisory services to a diverse clientele, including individuals, businesses, and fiduciary entities. His responsibilities encompass the meticulous preparation and review of business, individual, fiduciary, and estate tax returns, ensuring that clients not only meet their compliance obligations but also optimize their tax positions.
Roberto's proficiency in tax research and financial reporting allows him to deliver tailored tax advisory services, particularly in business structuring and strategic tax planning. He is well-versed in navigating complex tax regulations, including FIRPTA compliance, which is crucial for clients engaged in real estate transactions involving foreign investors. By managing a robust book of business, Roberto fosters long-term relationships with clients, guiding them through the intricacies of partnership taxation and corporate tax matters.
His skill set is further enhanced by his familiarity with advanced tax software such as ProSystem fx Tax and CCH Research, which streamline the tax preparation process and improve accuracy. As a thought leader in the industry, Roberto is committed to practice development, continually seeking innovative solutions to meet the evolving needs of his clients. His dedication to excellence and deep understanding of tax law make him an invaluable asset to De La Hoz, Perez & Barbeito, PLLC and the clients he serves.
