IRS Enrolled Agent Certified QuickBooks ProAdvisor Serving Northeast Florida since 2002

Financial Consulting in Jacksonville, Florida

Tax preparation, tax planning, retirement and estate planning, and outsourced CFO services for Jacksonville households and businesses — from an IRS Enrolled Agent based in St. Augustine.

Duval County ZIP 32202, 32207, 32216, 32224, 32246, 32256, 32258 IRS Enrolled Agent

Serving Jacksonville from St. Augustine

Jacksonville is the largest market we serve, and we work with clients across Southside, Mandarin, San Marco, Riverside, the Beaches and the Baymeadows/Deerwood corridor.

Duval's economy is genuinely diversified — logistics and the port, financial services, insurance, healthcare, military and a deep bench of construction and specialty trades. Our client base skews toward owner-operated companies in the $250K–$10M revenue range, plus the professionals who work inside the larger employers.

What we focus on for Jacksonville clients

Outsourced CFO engagements for growing companies, entity structure and reasonable-compensation analysis, sales-and-use tax exposure for contractors, multi-state nexus for businesses selling outside Florida, and full-cycle bookkeeping and payroll on QuickBooks.

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 Downtown Jacksonville, the St. Johns River, Southside, Mandarin and San Marco or elsewhere in Duval County, the work is the same — accurate books, a return that is right, and a plan for the year ahead.

Why Jacksonville 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 Jacksonville 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 Jacksonville

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.

Schedule Your Strategic Consultation (904) 501-4345
Services

Our Services in Jacksonville

Bookkeeping in Jacksonville

Clean, current, reconciled books every month — plus QuickBooks set-up, clean-up and training from a Certified ProAdvisor.

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Jacksonville FAQs

Frequently Asked Questions

Do you serve clients in Jacksonville?

Yes. Oldest City Financial Consulting, LLC works with individuals and businesses throughout Jacksonville and the wider Duval County area. We are based in St. Augustine and work with many Jacksonville 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 Jacksonville?

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 Jacksonville?

Outsourced CFO engagements for growing companies, entity structure and reasonable-compensation analysis, sales-and-use tax exposure for contractors, multi-state nexus for businesses selling outside Florida, and full-cycle bookkeeping and payroll on QuickBooks.

Do I need to travel to St. Augustine if I live in Jacksonville?

No. Many Jacksonville 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 Jacksonville 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.

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