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Moses Costa Email & Phone Number

Tax Associate @ Navis Wealth at Navis Wealth Management
Location: Stratford, Connecticut, United States 5 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Navis Wealth Management
Role
Tax Associate @ Navis Wealth
Location
Stratford, Connecticut, United States
Company size
3 employees

Who is Moses Costa? Overview

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Moses Costa is listed as Tax Associate @ Navis Wealth at Navis Wealth Management, a with 3 employees, based in Stratford, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Moses Costa.

Moses Costa previously worked as Tax Associate at Navis Wealth Management and Cash Application Specialist at Quadient. Moses Costa holds Bachelor Of Science - Bs, Banking, Corporate, Finance, And Securities Law from Western Governors University.

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Navis Wealth Management

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Profile bio

About Moses Costa

Moses Costa is a detail-oriented Tax Associate at Navis Wealth Management, based in Rye Brook, New York. With a passion for financial analysis and data management, Moses helps clients optimize their financial outcomes through careful tax preparation and strategic planning. His dedication to accuracy and efficiency is driven by his background in finance, inspired by his mother, a high-end real estate broker in São Paulo, Brazil.Moses thrives in collaborative environments where success is shared. He values the opportunity to work with clients to improve their businesses and financial paths, believing that when clients win, he wins alongside them. His approach to work is guided by a growth mindset and adaptability, as he continuously seeks to learn and embrace new challenges. He resonates with the philosophy that “success is the result of preparation, hard work, and learning from failure” and believes in adapting quickly to achieve sustainable growth.Looking ahead, Moses aims to continue growing alongside Navis Wealth Management, contributing to the firm’s success as he advances in his own career. Driven by a passion for helping others navigate complex financial landscapes, Moses is dedicated to making a lasting impact on his clients’ financial well-being.Outside of work, Moses is a talented piano player and singer, having been accepted to Berklee College of Music. Though he chose to pursue finance over music, his love for creative expression remains strong. He is also an avid traveler, having spent his childhood between Brazil and the United States, which has instilled in him a love for discovering new places and always moving forward.

Current workplace

Moses Costa's current company

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Navis Wealth Management
Navis Wealth Management
Tax Associate @ Navis Wealth
rye brook, new york, united states
Website
naviswealth.com
Employees
3
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5 roles

Moses Costa work experience

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Cash Application Specialist

Quadient

Milford, Connecticut, United States

• Reduced average processing time by 30% through streamlining procedures and implementing automation tools.• Successfully resolved over $500,000 in unapplied cash by identifying and correcting billing errors, resulting in improved cash flow and reduced outstanding balances.• Resolved $1M in unapplied cash within 3 months, increasing cash flow by over 15%.

May 2023 - Mar 2024

Financial And Tax Services Representative

Block Advisors

West Haven, Connecticut, United States

• Reduced client's tax liability by 15% by identifying and utilizing key deductions, resulting in increasedclient satisfaction.• Successfully prepared and filed over 200 tax returns for clients, resulting in a 98% accuracy rate andincreased client satisfaction.• Collaborated with team to complete corporate tax returns within strict deadlines, resulting in timelyfiling and avoiding penalties.

Nov 2022 - May 2023

Assistant Energy Auditor

Tallento Corp

Bridgeport, Connecticut, United States

• Implemented technical consulting and advisory services for power project developers to support newutility-scale solar, wind, gas and battery energy storage.• Identified energy saving opportunities for clients, resulting in $1M in annual cost savings and a 25%reduction in carbon footprint.• Developed personalized energy conservation plans for 30+ clients, leading to an average 10%decrease in utility costs. Increased retention in 2021 by 15%.

Jun 2021 - Apr 2022

Tax Preparer

Jackson Hewitt Tax Service Inc.

Defiance, Ohio, United States

• Calculated form preparation fees according to return complexity and processing time required.• Supplied detailed tax documentation needed to submit accurate corporate and individual returns.• Analyzed information and assessed liabilities and deductions according to relevant tax code.• Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.• Represented clients under audit before IRS to prove compliance with federal tax laws.

Dec 2020 - Jun 2021
Team & coworkers

Colleagues at Navis Wealth Management

Other employees you can reach at naviswealth.com. View company contacts for 3 employees →

AB Ashley Burke Ashley Burke Colleague at Navis Wealth ManagementNew Rochelle, New York, United States View → SC Sarina Crisci Sarina Crisci Colleague at Navis Wealth ManagementNew York City Metropolitan Area, United States View → DB David Bruckman, Esq., Ms Tax, Clu, Tep David Bruckman, Esq., Ms Tax, Clu, Tep Colleague at Navis Wealth ManagementNew York City Metropolitan Area, United States View → MG Mitzi Gjoni Mitzi Gjoni Colleague at Navis Wealth ManagementNew Rochelle, New York, United States View → PF Paul Fegan, Cfp® Paul Fegan, Cfp® Colleague at Navis Wealth ManagementNew York City Metropolitan Area, United States View →
3 education records

Moses Costa education

FAQ

Frequently asked questions about Moses Costa

Quick answers generated from the profile data available on this page.

What company does Moses Costa work for?

Moses Costa works for Navis Wealth Management.

What is Moses Costa's role at Navis Wealth Management?

Moses Costa is listed as Tax Associate @ Navis Wealth at Navis Wealth Management.

Where is Moses Costa based?

Moses Costa is based in Stratford, Connecticut, United States while working with Navis Wealth Management.

What companies has Moses Costa worked for?

Moses Costa has worked for Navis Wealth Management, Quadient, Block Advisors, Tallento Corp, and Jackson Hewitt Tax Service Inc..

Who are Moses Costa's colleagues at Navis Wealth Management?

Moses Costa's colleagues at Navis Wealth Management include Ashley Burke, Sarina Crisci, David Bruckman, Esq., Ms Tax, Clu, Tep, Mitzi Gjoni, and Paul Fegan, Cfp®.

How can I contact Moses Costa?

You can use AeroLeads to view verified contact signals for Moses Costa at Navis Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Moses Costa attend?

Moses Costa holds Bachelor Of Science - Bs, Banking, Corporate, Finance, And Securities Law from Western Governors University.

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