Valyn Accounting & Trustee Services, LLC is a tax and accounting firm is located in Pinellas County, Florida and serves clients throughout the United States. Valerie Cullu is the owner of Valyn Accounting & Trustee Services, LLC as well as an Enrolled Agent and Certified Estate Specialist. Valyn Accounting & Trustee Services, LLC strives to meet the needs of their clients by providing personalized services unique to each client.
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 advise; 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.