Located in historic downtown Arcadia at 128 West Oak Street, Arcadia, FL 34266 (`(863) 494-6495`), Hackney, Ames & Reichel, P.A., CPAs (`Florida DBPR CPA Firm License #AD62856`, Active/Current through December 31, 2027; `Florida Sunbiz Doc# P01000120801`, incorporated December 20, 2001) is DeSoto County's premier full-service Certified Public Accounting, fiduciary trust/estate tax, and integrated wealth management practice. Led by Founding Partner **William A. 'Bill' Hackney, Jr., CPA**, Partner & Managing Shareholder **Andrew Thomas 'Andy' Ames, CPA, CFP®** (licensed Florida CPA since 1994, Certified Financial Planner™, and FINRA/SEC-registered financial advisor `Individual CRD# 3151155` with `0` customer dispute or disciplinary disclosures), and Partner **Matthew J. 'Matt' Reichel, CPA**, the firm uniquely combines high-level CPA tax compliance with SEC-registered fiduciary wealth management through **LPL Financial LLC** (`Firm CRD# 6413` / `SEC File #801-10970`, `Sunbiz Doc# M11000000644`). Serving retirees, citrus growers, cattle ranchers, and business owners across Arcadia (`34266`), Nocatee (`34268`), Fort Ogden (`34267`), and Lake Suzy, the downtown Oak Street team prepares fiduciary trust and estate tax returns (`IRS Form 1041` and `Form 706`), structures tax-free pension and 401(k)/FRS DROP rollovers, models multi-year Roth conversions and Required Minimum Distributions (`RMDs`) to prevent Medicare IRMAA surcharges, and designs agricultural business succession and estate plans.
Official Verification Sources: Hackney, Ames & Reichel, P.A., CPAs — Official Website (Arcadia Office); FINRA BrokerCheck — Andrew Thomas Ames, CPA, CFP® (CRD# 3151155); Florida DBPR Board of Accountancy — Hackney Ames & Reichel P.A. (#AD62856)
Issuer: Florida Department of Business and Professional Regulation (DBPR) — Board of Accountancy
Notes: Verified 2026-10-23: Hackney Ames & Reichel, P.A., CPAs holds active Florida DBPR CPA Firm License #AD62856 (originally licensed March 15, 2002; current through Dec 31, 2027) and active Florida Profit Corporation registration #P01000120801 at 128 W Oak St, Arcadia, FL 34266 ((863) 494-6495).
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / CFP Board
Notes: Managing Shareholder Andrew Thomas 'Andy' Ames, CPA, CFP® (Individual CRD# 3151155, Florida CPA since 1994, 0 disclosures) is registered with LPL Financial LLC (CRD# 6413, SEC# 801-10970) out of Arcadia/Wauchula, integrating tax and wealth management under one roof.
Factual details and direct answers about Hackney, Ames & Reichel, P.A., CPAs — Andrew T. 'Andy' Ames, CPA, CFP®, William A. Hackney, Jr., CPA & Matthew J. Reichel, CPA (Arcadia Office)'s services, licensing, and credentials.
Can Hackney, Ames & Reichel in downtown Arcadia handle both fiduciary estate/trust taxes and retirement wealth management?
Yes. Located at 128 W. Oak Street in downtown Arcadia ((863) 494-6495), Hackney, Ames & Reichel, P.A., CPAs (FL DBPR License #AD62856) prepares fiduciary trust and estate tax returns (IRS Form 1041 and Form 706), while Managing Shareholder Andy Ames, CPA, CFP® (FINRA CRD# 3151155, 0 disclosures) provides securities and retirement portfolio management through LPL Financial LLC (CRD# 6413).
How does working with a dual CPA and CFP® professional benefit DeSoto County retirees?
By combining Certified Public Accountant (CPA) tax preparation with Certified Financial Planner™ (CFP®) investment management at 128 W. Oak Street, every IRA withdrawal, Required Minimum Distribution (RMD), Roth conversion, or ranch/grove capital gain is modeled alongside your federal income tax return and Medicare Part B/D IRMAA brackets before trades or distributions occur.
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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.