Miami's Accredited Investor CPA

Where Entrepreneurs
Build Lasting
Wealth.

Brickell CPA delivers CPA advisory, SBA loan facilitation, and strategic financial counsel to entrepreneurs, accredited investors, and foreign investors in the heart of Miami.

0M+ Documented Client Success
0M+ SBA Loans Facilitated
0+ Years CPA Experience
0 University Teaching Posts
What We Do

Full-spectrum financial
expertise under one roof.

From tax compliance to M&A advisory, we serve entrepreneurs and investors who demand more than a tax return.

01
CPA & Tax Advisory

Individual, business, and international tax planning. IRS representation. Entity structuring for entrepreneurs and foreign investors in the U.S. market.

02
SBA Loan Facilitation

Over $60M in SBA loans facilitated. We guide clients through the entire process — from eligibility assessment to documentation, submission, and closing.

03
Accredited Investor Services

Specialized advisory for accredited investors — private placements, alternative investments, EB-5 structuring, and SEC-compliant strategy with Series 65 oversight.

04
Real Estate Advisory

Licensed Florida Real Estate Broker. Investment property analysis, 1031 exchanges, REIT structuring, and tax-efficient acquisition strategies for domestic and foreign buyers.

05
M&A Advisory

Buy-side and sell-side advisory for small and mid-market transactions. Due diligence, valuation, deal structuring, and post-close integration planning.

06
Business Consulting

25+ years of management consulting. Strategic planning, operational efficiency, financial modeling, and executive coaching through Max CEO Academy.

Capital · Strategy · Insights Brickell CPA · Miami's Accredited Investor CPA Capital · Strategy · Insights Brickell CPA · Miami's Accredited Investor CPA Capital · Strategy · Insights Brickell CPA · Miami's Accredited Investor CPA
About the Firm

Built on 20 years of
trust and results.

David Hernandez, CPA founded Brickell CPA, Inc. with a singular mission: to give entrepreneurs, accredited investors, and foreign investors access to the same caliber of financial counsel typically reserved for institutional clients.

With roots in Big Four experience at KPMG, a background in management consulting spanning 25+ years, and teaching posts at FIU, Miami Dade College, and Millennia Atlantic University, David brings a depth of perspective unmatched in the Brickell market.

CPA License AC38148 — State of Florida
Series 65 — Investment Adviser Representative
Licensed Real Estate Broker — State of Florida
Firm License AD68155 — Brickell CPA, Inc. dba Max Financial
Faculty: FIU, Miami Dade College, Millennia Atlantic University
David Hernandez, CPA
President & CEO · The Accredited Investor CPA
"My clients don't just need a tax return — they need a partner who understands where they're going and how capital, strategy, and the right insights get them there."
$100M+ Client Success
$60M+ SBA Loans
20+ Years CPA
25+ Yrs Consulting
Deep Expertise

Industries & client
specializations.

We concentrate our practice on the sectors and client types where our cross-disciplinary expertise delivers the most value.

INDUSTRY — 01
Construction & Real Estate

Job costing, percentage-of-completion accounting, tax-efficient project structuring, and real estate investment analysis for developers and contractors throughout South Florida.

INDUSTRY — 02
Healthcare

Medical practice management, physician group structuring, Medicare/Medicaid compliance, and strategic advisory for healthcare entrepreneurs scaling their practice.

INDUSTRY — 03
Logistics & Transportation

Fleet cost management, DOT compliance support, entity structuring for owner-operators, and financial strategy for logistics companies seeking SBA financing.

CLIENT TYPE — 04
Foreign Investors

FIRPTA compliance, EB-5 structuring, ITIN services, and cross-border tax planning for Latin American investors entering the U.S. market through Miami.

CLIENT TYPE — 05
Accredited Investors

Private placement review, alternative investment due diligence, portfolio tax efficiency, and SEC-compliant advisory under Series 65 registration through Max Wealth Advisors.

CLIENT TYPE — 06
Small Business & Entrepreneurs

From startup formation to exit planning — entity selection, bookkeeping, payroll, financial modeling, SBA loans, and the strategic coaching that helps founders scale.

Get in Touch

Ready to build
your financial future?

Schedule a consultation with David Hernandez, CPA. We serve clients in-person at our Brickell office and remotely across Florida and internationally.

Address
150 SE 2nd Ave, Suite 205
Miami, FL 33131
Brickell Financial District
Office Hours
Monday – Friday, 9 AM – 6 PM
Extended hours by appointment

Start the Conversation

Whether you're seeking your first SBA loan, structuring a real estate investment, or planning your next business acquisition — the first step is a conversation.

  • Tax planning & CPA services
  • SBA loan qualification & facilitation
  • Accredited investor advisory
  • Foreign investor services (FIRPTA, EB-5)
  • M&A due diligence & advisory
  • Business consulting & coaching
Request a Consultation