Dixie County's sole physical in-county Florida DBPR-licensed Certified Public Accounting firm, located right off US Highway 19/98 in the county seat at 85 NE 126th Street (P.O. Box 1130), Cross City, FL 32628 ((352) 498-0723, Fax (352) 498-2745, https://flgacpa.com). Operating as Balog + Hodges, CPAs (a division of Balog + Tamburri, Certified Public Accountants, LLC, Florida DBPR CPA Firm License #AD67179, Florida Sunbiz Document #L10000105601, succeeding longtime Cross City practice Anne G. Hodges, CPAs / Anne G. Hodges P.A., Sunbiz Document #P24000056705), the Cross City office is led by local Tax Manager Anne G. Hodges, CPA, MBA (30+ years of Nature Coast tax, estate, and small-business accounting experience in Cross City) and Managing Partner Richard T. Balog, CPA, MBA (Individual Florida DBPR CPA License #AC0022161, active in good standing with 0 discipline). The firm advises Dixie County retirees, widows/widowers, personal representatives, and trustees on IRS Form 1041 Fiduciary Income Tax Returns for estates and trusts, IRS Form 706 Federal Estate & Portability Returns (preserving the Deceased Spousal Unused Exclusion [DSUE] for surviving spouses), step-up in cost basis valuations for inherited Suwannee River, timberland, and Horseshoe Beach properties, Required Minimum Distribution (RMD) and Qualified Charitable Distribution (QCD) tax optimization, Social Security taxation thresholds, and capital gains/casualty-loss tax filings following Gulf hurricane damage. For eastern Dixie County residents in Old Town (32680), additional DBPR-licensed CPA offices operate 12 miles east in Trenton: W. Wesley Roberts, CPA, P.A. (107 NE 5th St, Trenton, (352) 463-2903, DBPR #AC0031519, Sunbiz #P08000080805) and Max K. McGee, CPA, PA (107 NE 5th St, Trenton, (352) 463-6004, DBPR #AD65324 / #AC0016049, Sunbiz #P07000097808).
Official Verification Sources: Balog + Hodges, CPAs — Cross City Office (85 NE 126th St, Cross City, FL 32628); Florida DBPR Licensee Search — CPA Firm #AD67179 & Richard T. Balog, CPA (#AC0022161); Florida Sunbiz Entity — Balog + Tamburri, CPAs, LLC (#L10000105601) & Anne G. Hodges P.A. (#P24000056705)
Issuer: Florida Department of Business and Professional Regulation (DBPR — Board of Accountancy)
Notes: Verified 2026-10-26: Balog + Hodges, CPAs (85 NE 126th St, Cross City, FL 32628, (352) 498-0723; Firm #AD67179, Sunbiz #L10000105601; Tax Manager Anne G. Hodges, CPA/MBA #P24000056705; Managing Partner Richard T. Balog, CPA #AC0022161) is Dixie County's sole in-county CPA office.
Issuer: Florida Department of Business and Professional Regulation (DBPR)
Notes: Verified 2026-10-26: W. Wesley Roberts, CPA (#AC0031519, (352) 463-2903) and Max K. McGee, CPA (#AD65324 / #AC0016049, (352) 463-6004) practice at 107 NE 5th St, Trenton, FL 32693, 12 miles east of Old Town.
Factual details and direct answers about Balog + Hodges, CPAs (Formerly Anne G. Hodges, CPAs — Cross City DBPR Firm #AD67179) — With Trenton CPAs W. Wesley Roberts, CPA (#AC0031519) & Max K. McGee, CPA (#AD65324)'s services, licensing, and credentials.
Is there a licensed Certified Public Accountant (CPA) office physically located in Cross City?
Yes. Balog + Hodges, CPAs (formerly Anne G. Hodges, CPAs, Florida DBPR CPA Firm License #AD67179, Sunbiz #L10000105601) operates year-round at 85 NE 126th Street, Cross City, FL 32628 ((352) 498-0723, https://flgacpa.com), where Tax Manager Anne G. Hodges, CPA, MBA and Managing Partner Richard T. Balog, CPA (#AC0022161) handle senior tax preparation, Form 1041 fiduciary estate/trust tax returns, and retirement distribution planning.
Can Cross City CPAs help coastal homeowners in Horseshoe Beach and Suwannee document hurricane casualty losses and medical care tax deductions?
Yes. Balog + Hodges, CPAs assists Dixie County seniors with federal disaster casualty-loss tax calculations following Gulf storm surges, as well as itemized medical expense deductions under IRC § 213 for qualified long-term care, home health aides, and skilled nursing costs.
Connect with complementary legal, financial, and residential providers serving seniors in Cross City and Dixie County.
Chana M. Watson, Attorney at Law, P.A. — Chana Marie Watson, Esq. (With Kyle S. Felty, Esq., B.C.S., Real Estate)
Cross City, Dixie County
(352) 578-2014
The Timbers Apartments (Cross City USDA Section 515 Senior & Family Housing — Royal American Management, With Fanning Springs Border Villas)
Cross City, Dixie County
(352) 498-3175
Cross City Nursing and Rehabilitation Center (60-Bed Skilled Nursing, Post-Acute Rehab & Memory Care — Cross City)
Cross City, Dixie County
(352) 498-2005
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Financial Planning for Seniors in Florida →
Coordinating IRA Required Minimum Distributions (RMDs), Form 1041 estate tax returns, and step-up in basis in Dixie County.
Florida Property Tax Exemptions for Seniors →
Combining federal retirement tax planning with Dixie County senior homestead property tax exemptions.
Seacoast National Bank (FDIC #109), Ameris Bank (FDIC #16480) & Capital City Bank (FDIC #9622) — In-County FDIC Senior, IRA & Estate Banking (Cross City)
Cross City, Dixie County
Seacoast Wealth Management (Cross City Branch) & Smith Asset Management Co., LLC (Independent SEC Fiduciary RIA — CRD #127684) / Lancaster Wealth Management
Cross City, Dixie County
Capital City Strategic Wealth & Capital City Trust Company — Daniel D. 'Danny' Etheridge, CRPC®, CKA® (Cross City & Fanning Springs In-Branch Advisory)
Cross City, Dixie County
The Barber Group of Raymond James — Kelly Dean Barber (Trenton — CRD #5006677) & Edward Jones — Cory G. Taylor, CFP® (Perry) & Sheila Kay Smith (Newberry)
Cross City, Dixie County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.