Chief Financial Officer Services in Palm Valley
Outsourced CFO leadership, bookkeeping, payroll and QuickBooks — so you can concentrate on building your company.
Learn MoreFinancial Consulting in Palm Valley, Florida
Tax preparation, tax planning, retirement and estate planning, and outsourced CFO services for Palm Valley households and businesses — from an IRS Enrolled Agent based in St. Augustine.
Serving Palm Valley from St. Augustine
Palm Valley runs along the Intracoastal between Ponte Vedra Beach and the county line — older Florida, larger lots, and a lot of family-held land.
Long-tenured families here often hold property that has appreciated enormously against a very low cost basis, alongside marine, landscape and construction businesses that have operated for a generation.
What we focus on for Palm Valley clients
Low-basis property planning and the step-up at death, installment sales and 1031 exchanges on family land, succession planning for second- and third-generation businesses, and estate structures that keep property in the family without forcing a sale to pay taxes.
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 Palm Valley Road, the Intracoastal Waterway and Canyon Ranch or elsewhere in St. Johns County, the work is the same — accurate books, a return that is right, and a plan for the year ahead.
Why Palm Valley 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 Palm Valley 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 Palm Valley
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 Palm Valley
Bookkeeping in Palm Valley
Clean, current, reconciled books every month — plus QuickBooks set-up, clean-up and training from a Certified ProAdvisor.
Learn MoreTax Preparation in Palm Valley
Individual and business returns prepared by an IRS Enrolled Agent with unlimited practice rights.
Learn MoreTax Planning in Palm Valley
Year-round strategy that goes beyond compliance to legally minimize what you owe.
Learn MoreRetirement Planning in Palm Valley
Readiness analysis, contribution strategy and income planning built toward financial independence.
Learn MoreEstate Planning in Palm Valley
Discussion, recommendations and research tools that make estate planning simple and worry-free.
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Palm Valley FAQs
Frequently Asked Questions
Do you serve clients in Palm Valley?
Yes. Oldest City Financial Consulting, LLC works with individuals and businesses throughout Palm Valley and the wider St. Johns County area. We are based in St. Augustine and work with many Palm Valley 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 Palm Valley?
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 Palm Valley?
Low-basis property planning and the step-up at death, installment sales and 1031 exchanges on family land, succession planning for second- and third-generation businesses, and estate structures that keep property in the family without forcing a sale to pay taxes.
Do I need to travel to St. Augustine if I live in Palm Valley?
No. Many Palm Valley 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 Palm Valley 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.