Business Details
40 Years
experience
Trusted Accounting and Tax Services in Trinity, FL
Since 1986, Jones and Company CPAs and Company CPAs has established itself as a trusted accounting and tax advisory firm serving individuals and businesses in Trinity and Land O'Lakes, Florida. Our team of Certified Public Accountants (CPAs), Certified Fraud Examiners (CFEs), and Certified in Financial Forensics (CFF) professionals brings decades of combined experience to deliver tailored financial solutions. Specializing in tax preparation, forensic accounting, QuickBooks support, and estate planning, we prioritize integrity, quality, and respect in every client relationship.With a focus on continuous education and community involvement, we ensure our clients receive technically sound, ethically grounded advice to navigate complex financial landscapes. Our commitment to personalized service and technical excellence has earned us longstanding client trust and consistent referrals.
Services
Accounting Services
Tax Preparation
Fraud Examination
QuickBooks Assistance
Estate Planning
Business Advisory
IRS Representation
Forensic Accounting
Entity Formation
Mergers and Acquisitions
Details
- Year established: 1986
Highlights and features
- Over 35 years of local accounting expertise in Trinity and Land O'Lakes.
- Certified professionals including CPAs, CFEs, and CFFs on staff.
- Personalized service focused on individual business and financial needs.
- Free initial consultations to tailor solutions for every client.
- Active community involvement and commitment to local businesses.
Associations and certifications
- Association of Certified Fraud Examiners (ACFE)
- American Institute of Certified Public Accountants (AICPA)
- QuickBooks Pro Advisors
What people say
Honest and respected in community
Professional and responsive
Diligence and professionalism
Fantastic staff
Excellent customer service
Services
Accounting Services
Our accounting services provide start-ups and established businesses with accurate record-keeping, financial reporting, and strategic guidance. We assist with tax planning, investment strategies, and employee benefit plans, ensuring financial clarity. Our expertise in business accounting helps clients maintain profitability while capitalizing on new opportunities through informed decision-making.
Tax Preparation
We offer comprehensive tax preparation for individuals, businesses, and nonprofits, including estate, trust, and gift tax returns. Our team handles IRS audit representation and sales tax compliance. By staying updated on tax law changes, we identify deductions and credits to minimize liabilities while ensuring accurate, timely filings for optimal client outcomes.
Certified Fraud Examiners
Our CFE-certified professionals specialize in fraud detection, prevention, and internal control assessment. We conduct thorough investigations into financial discrepancies, provide expert testimony, and implement anti-fraud measures. This service protects businesses from financial loss through proactive risk management and compliance with industry regulations.
QuickBooks Services
As QuickBooks Pro Advisors, we offer setup, training, and troubleshooting for small businesses. Our services include chart of accounts customization, transaction reconciliation, and payroll processing. We ensure seamless financial data management, empowering clients to maintain accurate records and generate actionable business insights using industry-leading accounting software.
Estate Planning
We guide clients through estate planning to ensure asset distribution aligns with their wishes while minimizing taxes. Our services include wills, trusts, and incapacity planning. We coordinate with legal experts to create comprehensive strategies for preserving wealth, facilitating smooth transitions, and protecting beneficiaries from probate complexities.
People
Traci A. Malik
CPA/CFF CFE Partner
Traci Malik, CPA/CFF CFE, joined Jones and Company CPAs and Company CPAs in 2002 with expertise in forensic accounting and fraud examination. She holds a Masters in Accounting from USF and has served on nonprofit boards. Her analytical skills and client-focused approach ensure comprehensive financial solutions.
Cintia R. Ribeiro
CPA CFE Partner
Cintia Ribeiro, CPA CFE, joined the firm in 2011 and became a partner in 2023. With a decade in accounting, she specializes in tax services and fraud examination. Her dedication to nonprofits and detail-oriented approach make her a valuable asset to clients seeking tax optimization and financial integrity.
Patricia Jones
Founder
Patricia Jones and Company CPAs and Company CPAs established the firm in 1986 and retired in 2024. A licensed CPA since 1984, she served on multiple nonprofit boards. Her legacy of integrity and client-centric service continues to shape the firm's culture, ensuring a smooth leadership transition to her partners.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, tax planning, and business advisory services tailored to small businesses in Trinity and Land O'Lakes.
How can you assist with IRS tax problems?
Our team represents clients in IRS audits, offers installment agreement assistance, and resolves tax debt issues through experienced negotiation strategies.
Do you provide QuickBooks training and support?
Yes, as QuickBooks Pro Advisors, we offer software setup, personalized training, and troubleshooting for local businesses.
What estate planning services are available?
We help create wills, trusts, and incapacity plans to minimize probate costs and ensure asset distribution aligns with your wishes.
Are your CPAs certified in forensic accounting?
Yes, our team includes Certified Fraud Examiners and Certified in Financial Forensics professionals for fraud detection and prevention.
What payment methods do you accept?
We accept credit/debit cards, Venmo, and Zelle for your convenience.
