areas of expertise alexia varga, cpa, cfe - nhmcpa.comnhmcpaco/files/nmh_resume_alexia.pdf ·...
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Alexia Varga, CPA, CFE
Alexia Varga is a partner in the Wealth Management and Tax & Business Services Division with over 10 years of experience. She specializes in servicing emerging and closely-held business, including tax compliance, tax planning and business consulting for a broad range of industries and individuals.
Alexia’s experience includes assisting clients in business agreements, executive compensation, retirement planning, and wealth management. When necessary, she represents clients before taxing authorities on tax audits, disputes, and resolutions.
Alexia is also a partner in our affiliated Registered Investment Advisory firm, Global Trust. At Global Trust, Alexia’s focuses include client relations, asset allocations, portfolio management, and SEC compliance. Alexia joined Global Trust in 2012.
Professional MembershipsAmerican Institute of Certified Public Accountants
Florida Institute of Certified Public AccountantsFlorida Government Finance Officers’ Association (FGFOA)
Association of Certified Fraud Examiners
Areas of Expertise
Industries Served• Closely-held Business• Real Estate Developers• Residential Rentals• Law Offices• Doctor Offices• Private Equity Firms• Automobile Dealerships• Veterinary Offices • Construction Companies• High Net Worth Individuals• Manufactures• Entrepreneurs• Contractors• Local Governments• Not-for-Profit Organizations• Special Districts• Governmental Pension Plans
Palm Beach Atlantic, Bachelor of Science in AccountingCertified Public Accountant, American Institute of Certified Public Accountants Certified Fraud Examiner, Association of Certified Fraud ExaminersChartered Global Management Accountant, American Institute of Certified Public AccountantsSeries 65 Securities Licensure, FINRA
Education
Providing our clients the highest quality of independent and personalized service to support their goals.
• Tax Services• IRS Representation• Accounting Services• Foreign Transaction Reporting• Portfolio Investments• Social Security Planning• Private Foundations• SEC Compliance• Family Office Support• Financial Reporting• Business Advisory
• Wealth Management• Retirement Planning• Financial Statement Audits• Federal Single Audits• Florida Single Audits• Agreed-Upon Procedures• Attestation Services• Forensic Accounting• Real Estate• Consulting Services
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