VC

Valerie Cullu, CES™, EA

Member in Good Standing
Tarpon Springs, FL
CES™
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About Valerie

Valerie has over 25 years of experience in public accounting, which includes providing services in accounting, management, tax filing and financial consulting. Her primary focus is on families and small businesses. Her family practice includes individual finances, tax returns and planning. Her focus on small businesses is from start-up companies to those that have been in business for generations. She handles their payroll, their bookkeeping with QuickBooks, using generally acceptable accounting principles. In addition, she works with other large accounting firms and non-profit organizations to meet their tax filing deadlines and other reporting requirements. Most of her business come from very happy clients who refer their friends and business associates to her. She also has a network of other CPA’s that use her services.

Education

Bachelor's degree

Other Credentials

EA

IBF Designations

Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
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Contact Valerie

Tarpon Springs, FL
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At a Glance

IBF Designations 1
Member Since 2018
Other Credentials 1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
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IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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