Anchored at 234 South 6th Avenue, Suite 103, Wauchula, FL 33873 ((863) 773-6499), 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) serves as Hardee County's flagship Certified Public Accounting, fiduciary estate/trust tax (IRS Form 1041 & Form 706), and CFP®-integrated retirement tax planning firm. The Wauchula practice is led by Partner Matthew J. 'Matt' Reichel, CPA (FINRA/SEC Individual CRD# 6380682, 0 disclosures), 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 disclosures through LPL Financial LLC, Firm CRD# 6413 / SEC File #801-10970), and Founding Partner William A. 'Bill' Hackney, Jr., CPA. Cross-referenced with downtown Wauchula's second active CPA practice, Lori A. Stuart, CPA, P.A. at 120 West Orange Street, Wauchula, FL 33873 ((863) 767-0888, https://lstuartcpa.com, Florida Sunbiz Doc# P21000096464), and local tax preparer Graham Income Tax Service, Inc. (120 N 4th Ave, Wauchula, FL 33873, (863) 773-2637), these licensed Wauchula accounting offices provide Hardee County seniors, personal representatives, trustees, citrus growers, and cattle ranchers with probate fiduciary accounting, step-up in basis property valuations, multi-year Roth IRA conversion and Required Minimum Distribution (RMD) tax modeling, Medicare Part B/D IRMAA surcharge avoidance, and agricultural estate succession planning.
Official Verification Sources: Florida DBPR Board of Accountancy — Hackney Ames & Reichel P.A. CPAs (#AD62856, Wauchula); Hackney, Ames & Reichel, P.A., CPAs — Official Wauchula & Arcadia Website; Lori A. Stuart, CPA, P.A. — Official Wauchula CPA Website (120 W Orange St)
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 (main address on file with DBPR: 234 S. 6th Ave, Ste 103, Wauchula, FL 33873, (863) 773-6499) and Sunbiz registration #P01000120801.
Issuer: Florida Board of Accountancy / SEC / FINRA / CFP Board
Notes: Partners Andrew T. 'Andy' Ames, CPA, CFP® (CRD #3151155, 0 disclosures) and Matthew J. 'Matt' Reichel, CPA (CRD #6380682, 0 disclosures) are registered with LPL Financial LLC (CRD #6413). Cross-referenced with Lori A. Stuart, CPA, P.A. (Sunbiz Doc #P21000096464, 120 W Orange St, Wauchula, FL 33873, (863) 767-0888, lstuartcpa.com).
Factual details and direct answers about Hackney, Ames & Reichel, P.A., CPAs & Lori A. Stuart, CPA, P.A. — Wauchula Certified Public Accountants, Fiduciary Estate Tax & CFP® Advisory's services, licensing, and credentials.
Which licensed CPA firms in Wauchula prepare fiduciary trust and estate tax returns (IRS Form 1041) for Hardee County families?
Hardee County families, trustees, and personal representatives are served directly in downtown Wauchula by two active CPA practices: Hackney, Ames & Reichel, P.A., CPAs (FL DBPR CPA Firm License #AD62856, Sunbiz #P01000120801) at 234 S. 6th Ave, Suite 103, Wauchula ((863) 773-6499), and Lori A. Stuart, CPA, P.A. (Sunbiz #P21000096464) at 120 W. Orange Street, Wauchula ((863) 767-0888).
How do the partners at Hackney, Ames & Reichel combine CPA accounting with Certified Financial Planner™ (CFP®) advice?
At Hackney, Ames & Reichel, P.A., CPAs, Managing Shareholder Andy Ames, CPA, CFP® (CRD #3151155) and Partner Matt Reichel, CPA (CRD #6380682) hold both Florida CPA credentials and FINRA/SEC securities registrations with LPL Financial LLC (CRD #6413), allowing Wauchula retirees and ranching families to coordinate estate tax returns, capital gains, and retirement portfolio distributions under one roof.
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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.