Severiano E. Ortiz

Specifically tailored to meet the needs of small and medium sized businesses, Severiano and his associates draw on years of experience within the fields of corporate accounting and tax preparation. Having recently established the firm in Fort Lauderdale, Severiano has expanded the practice to include both asset protection and estate tax planning services. This unique, yet natural combination of services draws on his experience within the realm of small business accounting.

Knowing that by nature the financial and tax industry can create many unnecessary stresses for clients, especially small business owners, Severiano and his colleagues take the time to work with clients on a very personal level in an effort to make the process less daunting. While still maintaining a high level of professionalism, Severiano goes out of his way to make himself available to the needs and inquiries of his clients with the aim of going beyond the general accounting tasks to create a relationship where the client feels as comfortable contacting him as they would a fellow colleague or personal friend.

Education:
Mr. Ortiz studied at Jacksonville University as a triple major receiving a B.S. in Finance and Accounting, and a B.A. in French. Well rounded, Severiano spent six months studying in Grenoble, France where he earned his  Diplôme d’études en Langue Française Du Premier Degré, from L’Université Stendhal - Grenoble III. Catering to his belief in the importance of a diverse educational background, he later completed graduate school at Asbury Theological Seminary were he was awarded a Master of Arts Degree.

Severiano is an advocate of education and a strong proponent of international travel and cultural studies. He sees them as key in developing the foundation of a unified and compassionate community. He has volunteered his time with many charitable programs and often encourages people to see life as an adventure. His most recent experiences include a two month long summer community development project and medical outreach in Guatemala, and a four week long archaeological dig in northern Israel.

Certifications and Designations:
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS) - American Institute of Certified Public Accountants
Certified in Financial Forensics (CFF) - American Institute of Certified Public Accountants
Series 65 - Registered Investment Advisor - FINRA (Previously NASD)
Board Certified Estate Planner (BCE) - The Institute of Business and Finance
Certified Asset Protection Planner (CAPP) - The Wealth Preservation Institute
Certified Wealth Preservation Planner (CWPP) - The Wealth Preservation Institute

Other Specialized Education:
Matrimonial Litigation Support - National Association of Certified Valuation Analysts
Valuation, Forensic Accounting & Litigation Services Conference - Florida Institute of CPAs

Memberships:
The American Institute of Certified Public Accountants (AICPA)
AICPA Tax Section (Tax)
AICPA Forensic and Valuation Services Section (FVS)
AICPA Personal Financial Planning Section (PFP)
National Association of Certified Valuation Analysts (NACVA)
The Florida Institute of Certified Public Accountants (FICPA)
The New York State Society of Certified Public Accountants (NYSSCPA)
The California State Board of Accountancy (CALCPA)
American Association of Attorney-Certified Public Accountants - Associate - (AAA-CPA)
The Asset Protection Society - Rated Advisor - (APS)
The Wealth Preservation Institute - CWPP & CAPP Advisor- (WPI)
The Institute of Business and Finance - BCE Advisor - (ICFS)
Eta Beta Rho - National Scholastic Honor Society for Students of Hebrew Language
Alpha Kappa Psi - Business Fraternity - Alumni
Sigma Phi Epsilon - Social Fraternity - Alumni

States Licensed to Practice:
Florida - Florida Board of Accountancy - (Full Licensure to Practice: Current)
California - California Board of Accountancy - (California Practice Privilege: Current)
New York - New York Board of Accountancy - (Full Licensure to Practice: Current)
Other States Licensed to Practice per the CPA Mobility Legislation (Click Here)