Integrated non-commercial Medicare financial counseling and licensed Certified Public Accountant (CPA) / SEC fiduciary tax-planning network serving Holmes County retirees in Bonifay (32425), Esto (32425), Noma (32452), Ponce de Leon (32455), and Westville (32464). Hosted locally in downtown Bonifay at the Holmes Council on Aging, Inc. (Bonifay Senior Center, 210 West Kansas Avenue, Bonifay, FL 32425, (850) 547-2345 / (850) 547-9393, Florida Sunbiz Document #719812, FEI/EIN 59-1311210) under Advantage Aging Solutions (Area Agency on Aging for North Florida, Inc., DOEA PSA 2, Sunbiz Doc# 743340, EIN 59-1844633, Toll-Free 1-866-467-4624 / 1-800-963-5337), state-certified SHINE (Serving Health Insurance Needs of Elders) counselors provide 100% free, unbiased Medicare Part A, B, C, D, and Medigap comparisons, IRMAA surcharge appeals, and enrollment in Medicare Savings Programs (QMB, SLMB, QI-1) and Part D Extra Help (LIS). For fiduciary estate tax returns (IRS Form 1041), timberland step-up in basis valuations, FRS DROP tax modeling, and CPA-led wealth management (supplementing Bonifay's local tax preparation office at 301 S Waukesha St, Bonifay, FL 32425, (850) 547-1040), this listing connects Holmes County families with three surrounding Florida DBPR-licensed CPA practices: (1) Carr, Riggs & Ingram, L.L.C. (CRI, Florida DBPR CPA Firm License #AD0016615, Current/Active since 1997—the official independent CPA auditor for Holmes County and the City of Bonifay, operating from 4267 Lafayette St, Marianna, FL 32446, (850) 526-3207, with Partner-in-Charge Frank Mason and Partner Sara Applewhite Hughes, CPA, and 1117 Boll Weevil Cir, Enterprise, AL 36330, (334) 347-0088) and its affiliated SEC-registered investment adviser Level Four Advisory Services, LLC (Firm CRD #134086 / SEC File #801-66368) and Level Four Financial, LLC (Firm CRD #25700 / SEC #801-65811); (2) Hare Taylor, LLC at 896 Main Street, Chipley, FL 32428 ((850) 638-4961, FL DBPR CPA Firm License #AD0016892, Sunbiz Doc# L10000034414, led by Gerald Whitner 'G. Chuck' Taylor, CPA, FL DBPR License #AC35102); and (3) Crescent Advisory & Accounting, LLC at 694 Baldwin Avenue, Suite 1, DeFuniak Springs, FL 32435 ((850) 892-5558, Sunbiz Doc# L21000383099, founded by Letha Baxley Hinote, CPA, FL DBPR License #AC37747, with Tyler Lawniczak, CPA).
Official Verification Sources: Florida SHINE & Advantage Aging Solutions (DOEA PSA 2) — Official Medicare Counseling Portal; Carr, Riggs & Ingram, L.L.C. (FL CPA Firm #AD0016615) & Level Four Advisory Services, LLC (CRD #134086); Hare Taylor, LLC (CPA Firm #AD0016892 — Chipley) & Crescent Advisory & Accounting, LLC (DeFuniak Springs)
Issuer: Florida Department of Elder Affairs (DOEA) & U.S. Administration for Community Living (ACL)
Notes: Verified 2026-10-23: In-county SHINE Medicare and prescription drug subsidy counseling is hosted at the Holmes Council on Aging, Inc., 210 W Kansas Ave, Bonifay, FL 32425 ((850) 547-2345 / (850) 547-9393, Sunbiz Doc #719812, EIN 59-1311210) under Advantage Aging Solutions (DOEA PSA 2, Sunbiz Doc #743340, EIN 59-1844633, 1-866-467-4624).
Issuer: Florida DBPR Board of Accountancy & U.S. Securities and Exchange Commission (SEC)
Notes: Verified 2026-10-23: (1) Carr, Riggs & Ingram, L.L.C. (FL DBPR CPA Firm #AD0016615, official municipal/county auditor for Holmes County and Bonifay, 4267 Lafayette St, Marianna, FL 32446, (850) 526-3207 & 1117 Boll Weevil Cir, Enterprise, AL 36330, (334) 347-0088) and SEC RIA affiliate Level Four Advisory Services, LLC (CRD #134086 / SEC #801-66368). (2) Hare Taylor, LLC (FL DBPR CPA Firm #AD0016892, G. Chuck Taylor, CPA #AC35102, 896 Main St, Chipley, FL 32428, (850) 638-4961). (3) Crescent Advisory & Accounting, LLC (Sunbiz #L21000383099, Letha B. Hinote, CPA #AC37747, 694 Baldwin Ave, Ste 1, DeFuniak Springs, FL 32435, (850) 892-5558).
Factual details and direct answers about SHINE Medicare & Financial Aid Counseling — Holmes Council on Aging (Bonifay) & Carr, Riggs & Ingram, L.L.C. (Level Four Advisory) / Hare Taylor, LLC CPA Retirement Tax Network's services, licensing, and credentials.
Where can a Bonifay or Holmes County senior get free, unbiased help lowering Medicare Part B premiums and prescription drug costs?
Holmes County seniors can contact the Holmes Council on Aging at 210 West Kansas Avenue in Bonifay ((850) 547-2345) or call the Advantage Aging Solutions (DOEA PSA 2) SHINE Helpline toll-free at 1-866-467-4624. State-certified SHINE counselors provide 100% free, non-commercial plan comparisons and enroll qualifying retirees in Florida Medicare Savings Programs (QMB, SLMB, and QI-1, saving over $2,000/year in Part B premiums) and Social Security Part D Extra Help.
Which licensed CPA firms handle probate estate taxes (Form 1041), timberland basis valuations, and CPA-integrated wealth management for Holmes County families?
Holmes County retirees and personal representatives are served by Carr, Riggs & Ingram, L.L.C. (FL DBPR CPA Firm #AD0016615—the independent CPA auditor for Holmes County and the City of Bonifay, with offices in Marianna at (850) 526-3207 and Enterprise, AL at (334) 347-0088, plus SEC-registered wealth affiliate Level Four Advisory Services, LLC, CRD #134086), Hare Taylor, LLC in Chipley (Firm #AD0016892, G. Chuck Taylor, CPA #AC35102, (850) 638-4961), and Crescent Advisory & Accounting, LLC in DeFuniak Springs (Letha B. Hinote, CPA #AC37747, (850) 892-5558).
Connect with complementary legal, financial, and residential providers serving seniors in Bonifay and Holmes County.
Law Office of Timothy H. Wells, Esq. (Bonifay Probate, Estate Planning, Real Property & Certified Mediation Practice)
Bonifay, Holmes County
(850) 547-3644
Holmes County Housing Authority, NWFRHA Sessoms Moore Homes / Section 8 & Holmes County SHIP Program
Bonifay, Holmes County
(850) 547-1111
Bonifay Nursing and Rehab Center (180-Bed Skilled Nursing, Post-Acute Rehab & Memory Care)
Bonifay, Holmes County
(850) 547-9289
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Medicare Savings Programs in Florida →
How QMB, SLMB, QI-1, and Extra Help eliminate Medicare Part B premiums and lower drug costs for Holmes County seniors.
Florida Property Tax Exemptions for Seniors →
Coordinating IRS Form 1041 estate/trust taxes and timberland step-up in basis with Holmes County homestead exemptions.
First Federal Bank — Bonifay Branch & PeoplesSouth Bank — Bonifay Branch (In-County FDIC Senior, IRA & Estate Banking on Waukesha Street)
Bonifay, Holmes County
Community South Credit Union — Bonifay Branch & Innovations Financial Credit Union — Bonifay Branch (In-County NCUA Senior IRA & Retirement Depository Network)
Bonifay, Holmes County
Holmes County Farm Bureau Retirement Services (Steve Bush, LUTCF® — Bonifay) & Capital City Trust Company / Strategic Wealth (Seth Jones, Trust Officer & Ben Welter, CPFA® — LPL Financial)
Bonifay, Holmes County
Floyd Financial Services, Inc. — Jon Stuart Floyd (Ausdal Financial Partners, Inc. — Bonifay / Chipley US-90 Corridor Fiduciary Office)
Chipley, Holmes 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.