Established Clewiston Certified Public Accountant and fiduciary tax advisory practice led by Principal Amy L. Swindle, `CPA` (`Amy L. Swindle, CPA, P.A.`, `Sunbiz Doc# P18000090614`, and `Swindle & Associates, LLC`, `Sunbiz Doc# L08000029392`), located on West Sugarland Highway (`US 27`) in Clewiston. Regulated by the Florida DBPR Board of Accountancy with `0 disclosures`, the firm advises Clewiston, Harlem, and Montura Ranch retirees, sugar/citrus producers, and estate personal representatives on IRS Form 1041 fiduciary trust and estate tax returns, pension/IRA withdrawal tax minimization, Medicare IRMAA tier management, and family farm succession.
Official Verification Sources: Florida Sunbiz Entity — Amy L. Swindle, CPA, P.A. (#P18000090614); Florida Sunbiz Entity — Swindle & Associates, LLC (#L08000029392)
Issuer: Florida Department of Business and Professional Regulation (Board of Accountancy)
Notes: Amy L. Swindle, CPA, P.A. (Sunbiz #P18000090614) and Swindle & Associates, LLC (Sunbiz #L08000029392) operate at 606 W Sugarland Hwy, Clewiston, FL 33440 ((863) 983-8590) with an active, clean Florida Board of Accountancy record (0 disclosures).
Factual details and direct answers about Amy L. Swindle, CPA, P.A. / Swindle & Associates, LLC (Clewiston Tax & Retirement Advisory)'s services, licensing, and credentials.
Where is Amy L. Swindle, CPA, P.A. located in Clewiston?
Amy L. Swindle, CPA, P.A. / Swindle & Associates, LLC is located at 606 W Sugarland Hwy (US Hwy 27) in Clewiston, FL 33440, and can be reached at (863) 983-8590.
How can a Clewiston CPA help retirees and surviving spouses after the death of a family member?
The firm prepares final individual income tax returns (Form 1040), fiduciary estate and trust income tax returns (Form 1041), stepped-up basis calculations for inherited homes and farmland, and tax-efficient survivor IRA rollover projections.
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