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Betsy Sosa, CPA, MBA   

Director at Aprio | CPA specializing in corporate tax and business planning for Hispanic clients and family-owned businesses

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Who I work with

As a fluent Spanish-speaker, I provide corporate tax, business planning and strategic business analysis services to many Hispanic clients and family-owned businesses. I serve businesses of all sizes from startups to large, established corporations in industries including legal, healthcare, manufacturing, distribution, construction, real estate, retail, restaurant and industrial services industries.

My specialty

I advise companies on best practices and strategies for dealing with multistate transactions, nexus and managing payroll and sales tax planning. With every client, I start by spending time developing a deep understanding of every aspect and level of their business and combine this with my professional knowledge to provide the most optimal business strategies, accounting expertise and tax planning methods possible.

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Results I have delivered

I am a natural problem solver and I enjoy helping my clients overcome challenges. If I don’t have the answer immediately, I leverage the extensive expertise of my Aprio team members to provide smart solutions. I always go above and beyond to help my clients advance their business objectives.

Unique things about me

I love a good construction project! Over the years, I have rehabilitated houses that our family has owned, replacing framing, drywall, plumbing, flooring, furnishing and design.

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When I am not at work

In my free time, I like to garden, travel, read, salsa dance, and work on home improvement and construction projects.

People say I am

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An approachable, well-grounded facilitator

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Affiliations

I earned my Master of Business Administration and Bachelor of Science in Accounting degrees from Rutgers University. I am a certified public accountant (CPA) in both New York and New Jersey and am a member of the New Jersey Society of CPAs.