Unlock Financial Clarity With
Expert Accounting Services
Simplifying Your Tax, Accounting, and Estate Planning
Needs for a Stress-Free Financial Future
Confidently Navigate Taxes & Finances
Personalized Tax Solutions Tailored Just for You
Expert IRS Representation with Enrolled Agent Status
Comprehensive Estate Planning for Peace of Mind
Expert Accounting, Bookkeeping & Trustee Services
Valyn Accounting & Trustee Services LLC is a trusted financial services firm specializing in comprehensive accounting, bookkeeping, and trustee services for individuals and businesses. Committed to accuracy, reliability, and confidentiality, Valyn ensures clients maintain financial compliance while optimizing their strategies for long-term success. From tax preparation and financial planning to fiduciary services, the firm delivers personalized solutions tailored to each client’s unique needs.
Based in Pinellas County, Florida, Valyn Accounting & Trustee Services LLC serves clients nationwide. The firm is led by Valerie Cullu, an Enrolled Agent and Certified Estate Specialist, who brings expert knowledge and a client-first approach to every service. Dedicated to simplifying financial complexities, Valyn empowers clients with customized strategies to achieve their financial goals with confidence.
What is an Enrolled Agent "E.A."?
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are 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.
What is a Certified Estate and Trust Specialist, "C.E.S."?
A Certified Estate and Trust Specialist (CES) is a professional financial services designation granted by the Institute of Business & Finance (IBF). To qualify, an advisor must complete a comprehensive advanced program designed to educate them on every aspect of estate planning, postmortem planning and taxation. They must then pass a series of exams, written case study, and complete continuing education requirements each year. Well over a million people provide estate planning advice; less than 1% of them have earned the CES designation. A CES is an educated, experienced and qualified professional committed to the well-being of you, your family and your business. The CES can provide basic and advanced guidance on a wide range of estate, postmortem and tax planning issues.
