Headquartered in downtown Live Oak on US-129 at 325 Ohio Avenue South, Live Oak, FL 32064, Collins and Company, CPAs (`Florida DBPR Board of Accountancy Firm License #AC0013340` / `#R001334`, `Sunbiz Doc# P06000125394`, led by partners F. Eugene 'Gene' Kish, CPA and Steven W. Collins, CPA, `0` disciplinary actions) is Suwannee County's premier fiduciary public accounting, estate and trust tax, and retirement tax-planning firm. Serving retirees, Advent Christian Village CCRC residents, and agricultural/timberland families across Live Oak, Dowling Park, Branford, Wellborn, McAlpin, and O'Brien, the firm specializes in Required Minimum Distribution (RMD) and Roth conversion tax optimization, IRS Section 213 medical-expense tax deductions for CCRC entrance and monthly care fees at Advent Christian Village, fiduciary Form 1041 estate and trust tax compliance, IRS Form 706 federal estate tax and step-up in cost basis valuation for Suwannee County farmland, and tax-efficient retirement withdrawal sequencing.
Official Verification Sources: Collins and Company, CPAs Official Website (Live Oak, FL); Florida DBPR CPA License Verification — Collins and Company (#AC0013340)
Issuer: Florida Department of Business and Professional Regulation (DBPR) — Division of Certified Public Accounting
Notes: Collins and Company, CPAs (FL DBPRCPA Firm License #AC0013340 / #R001334, Sunbiz Doc #P06000125394, Partners F. Eugene 'Gene' Kish, CPA and Steven W. Collins, CPA) operates at 325 Ohio Ave S, Live Oak, FL 32064 with 0 disciplinary disclosures.
Factual details and direct answers about Collins and Company, CPAs — Wealth Management & Tax-Efficient Retirement Planning (Gene Kish, CPA & Steven Collins, CPA)'s services, licensing, and credentials.
Can Collins and Company, CPAs in Live Oak help Advent Christian Village and assisted living residents claim IRS medical tax deductions?
Yes. Under IRS Section 213, a portion of continuing care retirement community (CCRC) entrance and monthly fees at Advent Christian Village in Dowling Park — as well as qualified assisted living, memory care, and skilled nursing costs in Live Oak — may be tax-deductible as medical expenses. Collins and Company, CPAs (325 Ohio Avenue South, Live Oak, FL 32064, (386) 362-1040) prepares specialized senior tax filings and RMD withdrawal plans to maximize these deductions.
Does Collins and Company, CPAs handle trust and estate tax returns (Form 1041) for Suwannee County probate estates?
Yes. Partners F. Eugene 'Gene' Kish, CPA and Steven W. Collins, CPA work closely with Live Oak probate and elder law attorneys to prepare IRS Form 1041 fiduciary income tax returns, Form 706 estate tax portability filings, and step-up in basis valuations for inherited Suwannee County real estate and timberland.
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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.