Relocating to or from Florida
A part-year return in the state you left, and documentation that makes Florida domicile hold up if it is ever questioned.
Financial Consulting Across Northeast Florida — and All 50 States
We are based in St. Augustine and work face to face across eight Florida counties. Everything else is handled remotely, anywhere in the country.
Primary Markets
Where we work
Each page below covers the tax and planning issues that actually come up in that market — not a template with the city name swapped in.
St. Johns County
Flagler County
Nationwide
Remote Bookkeeping, Tax & CFO Services in All 50 States
Our office is in St. Augustine. The credential that decides where we can work is federal.
Ashley J. Trimboli is an IRS Enrolled Agent — licensed by the Internal Revenue Service itself, not by any state board. Enrolled agents have unlimited practice rights: unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. That authority does not stop at the Florida line.
In practice most of what we do is location-independent. Books live in QuickBooks Online, documents move securely, returns are e-filed and reviews happen by phone or video. Clients in Ohio or Oregon get the same standing conversation about their numbers as clients in Ponte Vedra.
Where state lines still matter
Some things genuinely are state-specific: state income tax filings, state registration and sales tax, and estate planning, where probate and inheritance rules are set state by state. State filings are handled as part of the engagement — and if something in your state calls for local counsel, we will tell you at the outset rather than partway through.
What travels anywhere
- Bookkeeping and QuickBooks set-up, clean-up and training
- Federal tax preparation for individuals and businesses
- Year-round tax planning
- IRS representation — notices, examinations, collections, unfiled returns
- Outsourced CFO services, payroll and cash flow
- Retirement planning and readiness analysis
Multi-state situations we handle often
Remote work across state lines
Employees living in one state and employers in another, plus the withholding and credit-for-taxes-paid questions that follow.
Multi-state business nexus
Customers, staff, inventory or economic nexus in more than one state — and knowing where that creates a filing obligation.
Out-of-state rental property
Non-resident returns, depreciation, passive-activity limits and basis tracking on property outside your home state.
States we serve
All fifty states and the District of Columbia, remotely.
Northeast
- Connecticut
- Maine
- Massachusetts
- New Hampshire
- New Jersey
- New York
- Pennsylvania
- Rhode Island
- Vermont
Midwest
- Illinois
- Indiana
- Iowa
- Kansas
- Michigan
- Minnesota
- Missouri
- Nebraska
- North Dakota
- Ohio
- South Dakota
- Wisconsin
South
- Alabama
- Arkansas
- Delaware
- District of Columbia
- Florida
- Georgia
- Kentucky
- Louisiana
- Maryland
- Mississippi
- North Carolina
- Oklahoma
- South Carolina
- Tennessee
- Texas
- Virginia
- West Virginia
West
- Alaska
- Arizona
- California
- Colorado
- Hawaii
- Idaho
- Montana
- Nevada
- New Mexico
- Oregon
- Utah
- Washington
- Wyoming
Not sure whether we are the right fit for your state or situation? Call (904) 501-4345 and we will tell you plainly — including when the answer is no.
Answers
Working With Us From Outside Florida
Can an Enrolled Agent prepare taxes in any state?
Yes. An Enrolled Agent is licensed at the federal level by the Internal Revenue Service, not by a state board — so the credential is not tied to any one state. Enrolled agents have unlimited practice rights: unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before. A CPA licence, by contrast, is issued state by state.
Do you handle state returns as well as federal?
Yes, state filings are handled as part of the engagement. Tell us which states you have a filing obligation in when we scope the work — a few states have their own rules worth confirming up front, and if anything in your situation genuinely calls for local counsel we will say so at the outset rather than partway through.
How does working with an accountant in another state actually work?
Much the way it works for our Florida clients. Bookkeeping runs in QuickBooks Online, documents are exchanged securely, returns are e-filed, and reviews happen by phone or video. Most of our out-of-area clients never need to meet in person. What does not change is that you are talking to the person who actually knows your numbers.
I moved to or from Florida this year. Which states do I file in?
Usually both — a part-year return in the state you left and a final reconciliation of what that state can still tax. Florida has no personal income tax, which makes the year you establish domicile here unusually valuable and unusually worth documenting properly. It is one of the most common situations we handle, and it is much easier to get right in advance than to defend afterwards. See our tax planning page.
Can I use you for bookkeeping only, without tax work?
Yes. Plenty of clients start with monthly bookkeeping and keep an existing relationship for their return. We will hand off clean, well-documented records either way.
Does an out-of-state business still need a Florida accountant?
Not necessarily — but if you have customers, employees, property or economic nexus in more than one state, someone needs to be tracking where that creates a filing obligation. That is a question worth asking before a state asks it for you.
Find Out What You Could Be Saving
One conversation is usually enough to see where the opportunities are — and we will tell you honestly if there aren’t any. No obligation, no jargon, no pressure.