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Services

Coulter, Aviles, Jackson LLC provides a wide range of services to individuals and businesses in a variety of industries. At Coulter, Aviles, Jackson LLC, we strive 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:


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

Litigation Support

In addition to Forensic Accounting, we work closely together with individuals, businesses and attorneys in the areas of minority shareholder lawsuits, fraud, bankruptcy’s and intricate divorce cases.

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.

Tax Planning and Return Preparation Services

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

But 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.

Financial Planning Services

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. Coulter, Avilés & Jackson 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:

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

Bookkeeping & Payroll Services

Complete general ledger and financial statements preparation. This service can also include monthly/quarterly bank reconciliation, sales tax return preaparation and accounts payable/receivable service and statements.

In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll.

Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services.

QuickBooks Accounting Services

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 Tampa 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 Tampa 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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