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Services

Coulter, Aviles & Company LLC provides a wide range of services to individuals and businesses in a variety of industries. Our CPA firm strives to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Our professional services include:


Tax Services

At Coulter, Aviles & Company LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently enacted new tax reform laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

Our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities.

Accounting & Bookkeeping Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Coulter, Aviles & Company LLC's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment and tax planning.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Cash flow budgeting and forecasting

Audit & Assurance Services

Third parties who rely on your financial statements often require an audit or financial statement review for assurance. Our detailed audit and assurance services may include:

  1. Examination of your company's financial statements' adherence to generally accepted auditing standards
  2. Examination of internal controls
  3. Complete, substantial testing of the information underlying your financial statements
  4. Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles

Business Consulting

Our firm offers a list of consulting & advisory services in the areas of operational financial planning, mergers & acquisitions, budgeting, new business feasibility studies and business valuation.

HOA / CONDOMINIUM / CDD Services

In addition to Tax Services, Coulter, Aviles & Company LLC's HOA / CONDOMINIUM / CDD services comprise all three levels of assurance depending on your company's needs.

Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews

Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations

Compilations are usually requested for internal purposes and are based upon information provided by the HOA/Condominium/CDD board & management. They do not offer assurance but may involve some adjustment to accounting records.

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Coulter, Avilés & Company LLC provides all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning.

We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis.

Our financial planning services include:

  • Financial Planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning

QuickBooks Consulting

We offer the following services to help do-it-yourself business owners manage their day-to-day operations using accounting software packages like QuickBooks. Over the years, many businesses have contacted us to help them get started with QuickBooks, empower them to manage their bookkeeping and control their cash flow, while enabling them to work with a CPA firm in an advisory capacity.

  • Standard QuickBooks Set-up
  • Custom QuickBooks Set-up
  • Technical Support for QuickBooks

Accounting software programs like QuickBooks are ideally suited for small business owners. These programs have simplified the bookkeeping process for you. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. It is a must for proper business management to complete the set up and installation properly. That's why as Certified QuickBooks Pro Advisors we work with many of our clients to train them, assist them ongoing and provide immediate answers for trouble shooting.

Your time is valuable and accounting software is not your specialty. That's why we provide training, oversight and ongoing support. Call us at 813-514-1729 to discuss your specific needs.


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