Chief Financial Officer Services in Ormond Beach
Outsourced CFO leadership, bookkeeping, payroll and QuickBooks — so you can concentrate on building your company.
Learn MoreFinancial Consulting in Ormond Beach, Florida
Tax preparation, tax planning, retirement and estate planning, and outsourced CFO services for Ormond Beach households and businesses — from an IRS Enrolled Agent based in St. Augustine.
Serving Ormond Beach from St. Augustine
Ormond Beach sits at the north end of the Volusia coast, immediately above Daytona.
A long-established retiree base alongside professional practices, light manufacturing and a healthy independent-business community along Granada Boulevard.
What we focus on for Ormond Beach clients
Retirement distribution sequencing, estate and trust planning for multi-generational Florida families, and tax preparation for households mixing pension, Social Security, brokerage and rental income.
Every engagement starts the same way: we take the time to know and learn more about you and your business, so that we can help you earn more money and save more money in the long run. Whether you are near Granada Boulevard, the Ormond Loop and the Halifax River or elsewhere in Volusia County, the work is the same — accurate books, a return that is right, and a plan for the year ahead.
Why Ormond Beach clients work with an Enrolled Agent
Ashley J. Trimboli is an IRS Enrolled Agent — the highest credential the IRS awards — and a Certified QuickBooks ProAdvisor with public accounting experience since 2002. Enrolled agents, like attorneys and certified public accountants, 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.
Practically, that means one person can prepare your return, plan the following year, represent you if the IRS has questions, and keep your retirement and estate planning pointed in the same direction. For a Ormond Beach household or business, that is usually the difference between a filing service and a working relationship.
Getting started
Call (904) 501-4345, email atrimboli@oldestcityfinancialconsulting.com, or book a time on our calendar. We are in and out of the office, so please call ahead to arrange a meeting.
See What You Could Be Saving in Ormond Beach
One conversation is usually enough to tell whether we can help — and we will say so plainly if we cannot. There is no cost to find out.
Services
Our Services in Ormond Beach
Bookkeeping in Ormond Beach
Clean, current, reconciled books every month — plus QuickBooks set-up, clean-up and training from a Certified ProAdvisor.
Learn MoreTax Preparation in Ormond Beach
Individual and business returns prepared by an IRS Enrolled Agent with unlimited practice rights.
Learn MoreTax Planning in Ormond Beach
Year-round strategy that goes beyond compliance to legally minimize what you owe.
Learn MoreRetirement Planning in Ormond Beach
Readiness analysis, contribution strategy and income planning built toward financial independence.
Learn MoreEstate Planning in Ormond Beach
Discussion, recommendations and research tools that make estate planning simple and worry-free.
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Ormond Beach FAQs
Frequently Asked Questions
Do you serve clients in Ormond Beach?
Yes. Oldest City Financial Consulting, LLC works with individuals and businesses throughout Ormond Beach and the wider Volusia County area. We are based in St. Augustine and work with many Ormond Beach clients remotely — documents, reviews and planning conversations can all be handled without a drive. Call (904) 501-4345 to get started.
What financial services do you offer in Ormond Beach?
All six of our services are available: Chief Financial Officer Services, Bookkeeping, Tax Preparation, Tax Planning, Retirement Planning and Estate Planning. Bookkeeping and CFO Services cover the day-to-day — reconciliation, payroll, QuickBooks, cash flow and budgeting — while tax preparation, planning, retirement and estate work handle everything downstream of that.
What tax issues come up most often in Ormond Beach?
Retirement distribution sequencing, estate and trust planning for multi-generational Florida families, and tax preparation for households mixing pension, Social Security, brokerage and rental income.
Do I need to travel to St. Augustine if I live in Ormond Beach?
No. Many Ormond Beach clients work with us entirely remotely — documents, reviews and planning conversations are all handled without a drive. If you would rather meet in person, call (904) 501-4345 and we will arrange it.
Is an Enrolled Agent as qualified as a CPA for my taxes?
For tax matters, yes — and the credential is federal rather than state-issued. Enrolled agent status is the highest credential the IRS awards. Enrolled agents, like attorneys and certified public accountants, 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.
Does Florida charge state income tax on Ormond Beach residents?
No. Florida imposes no personal income tax and no state estate or inheritance tax. That makes federal planning the entire game — and makes the year you establish Florida domicile particularly important if you moved here from a state that does tax income. We handle both the final return in your former state and the planning that follows.