Comprehensive in-county tax preparation and Florida Department of Business and Professional Regulation (DBPR) Board of Accountancy-licensed Certified Public Accountant (CPA, F.S. Chapter 473) network serving Monticello (32344), Lloyd (32337), Wacissa (32361), Lamont (32336), Aucilla, Capps, and Waukeenah. Inside Jefferson County (32344), local retirees and agricultural families are served by active Florida corporation Fischer Tax & Accounting, Inc. (Florida Sunbiz Document #602758, led by President Mary T. Fischer at 5331 Ashville Highway, Monticello, FL 32344), while the longstanding downtown Monticello accounting office of C. Luther Pickels, CPA at 990 South Jefferson Street, Monticello, FL 32344 ((850) 997-0777, historical FL DBPR CPA License #AC0005274, now expired/retired on DBPR records) is documented for historical audit completeness. Because Jefferson County currently has zero (0) active multi-partner DBPR-licensed CPA firm headquarters (#AD licenses) physically inside 32344, 32337, 32361, or 32336, this listing connects Jefferson County personal representatives, trustees, timberland/nursery owners, and retirees directly to the four active DBPR-licensed regional CPA firms serving Jefferson County estates and local government audits just 20 miles west on the East Tallahassee / Centennial Boulevard corridor: (1) Carr, Riggs & Ingram, LLC (CRI, FL DBPR CPA Firm License #AD0016615, 2633 Centennial Blvd, Suite 200, Tallahassee, FL 32308, (850) 878-8777, https://www.criadv.com); (2) Thomas Howell Ferguson P.A. (THF, FL DBPR CPA Firm License #AD0015619, Sunbiz Doc# P93000049642, 2615 Centennial Blvd, Suite 200, Tallahassee, FL 32308, (850) 668-8100, https://www.thf.cpa); (3) Moran & Smith, LLP, CPAs (FL DBPR CPA Firm License #AD67338, 2260 Wednesday St, Suite 400, Tallahassee, FL 32308, (850) 765-6925 / (850) 879-0636, https://www.moransmithcpa.com, Partners Christopher H. 'Chris' Moran, CPA and Randall Smith, CPA — engaged in Jefferson County governmental financial audit reviews); and (4) North Florida municipal audit specialists Powell & Jones, CPAs (1359 SW Main Blvd, Lake City, FL 32025, (386) 755-4200, Managing Partner Richard C. Powell, Jr., CPA).
Official Verification Sources: Florida DBPR Board of Accountancy — Carr, Riggs & Ingram, LLC (#AD0016615), Thomas Howell Ferguson P.A. (#AD0015619) & Moran & Smith, LLP (#AD67338); Florida Sunbiz Entity — Fischer Tax & Accounting, Inc. (#602758 — 5331 Ashville Hwy, Monticello, FL 32344); Carr, Riggs & Ingram, LLC (2633 Centennial Blvd) & Thomas Howell Ferguson P.A. (2615 Centennial Blvd) — East Tallahassee Corridor
Issuer: Florida Department of State (Sunbiz) & Florida DBPR Board of Accountancy
Notes: Verified 2026-10-26 via Florida Sunbiz & DBPR: Fischer Tax & Accounting, Inc. (Sunbiz Doc #602758, Mary T. Fischer, 5331 Ashville Hwy, Monticello, FL 32344) is Active on Sunbiz; longtime Monticello practitioner C. Luther Pickels, CPA (990 S Jefferson St, Monticello, FL 32344, (850) 997-0777, historical DBPR #AC0005274) is now listed as expired/retired on DBPR records.
Issuer: Florida Department of Business and Professional Regulation (DBPR) — Division of Certified Public Accounting
Notes: Verified 2026-10-26 via Florida DBPR & Florida Auditor General filings: Carr, Riggs & Ingram, LLC (FL CPA Firm #AD0016615, 2633 Centennial Blvd, Ste 200, Tallahassee, FL 32308, (850) 878-8777), Thomas Howell Ferguson P.A. (FL CPA Firm #AD0015619, 2615 Centennial Blvd, Ste 200, Tallahassee, FL 32308, (850) 668-8100), Moran & Smith, LLP (FL CPA Firm #AD67338, 2260 Wednesday St, Ste 400, Tallahassee, FL 32308, (850) 765-6925, engaged in Jefferson County financial audit reviews), and Powell & Jones, CPAs ((386) 755-4200).
Factual details and direct answers about Fischer Tax & Accounting, Inc. (#602758) & C. Luther Pickels, CPA Office (Monticello) — With Carr, Riggs & Ingram, LLC (#AD0016615), Thomas Howell Ferguson P.A. (#AD0015619), Moran & Smith, LLP (#AD67338) & Powell & Jones, CPAs's services, licensing, and credentials.
What is the current license status of C. Luther Pickels, CPA in Monticello, and which active CPA firms serve Jefferson County?
Longtime Monticello practitioner C. Luther Pickels at 990 South Jefferson Street, Monticello, FL 32344 ((850) 997-0777) held historical Florida DBPR CPA License #AC0005274 (now listed as expired/retired on DBPR records). Today, Monticello residents can use active local corporation Fischer Tax & Accounting, Inc. (Sunbiz #602758, 5331 Ashville Hwy, Monticello) for tax preparation or retain active DBPR-licensed CPA firms 20 miles west off US-90 / Capital Circle NE in East Tallahassee, including Carr, Riggs & Ingram, LLC (2633 Centennial Blvd, Ste 200, (850) 878-8777, Firm #AD0016615), Thomas Howell Ferguson P.A. (2615 Centennial Blvd, Ste 200, (850) 668-8100, Firm #AD0015619), and Moran & Smith, LLP (2260 Wednesday St, Ste 400, (850) 765-6925, Firm #AD67338).
Why do Jefferson County timberland, nursery, and farm families need specialized CPA guidance during estate settlement?
Jefferson County estates frequently include merchantable pine timber, wholesale nursery stock, conservation easements, and multi-parcel agricultural land. Licensed CPAs at Carr, Riggs & Ingram (#AD0016615), Thomas Howell Ferguson (#AD0015619), and Moran & Smith (#AD67338) document date-of-death stepped-up cost basis (IRC § 1014) on standing timber and land, prepare fiduciary Form 1041 trust/estate returns, and structure capital-gains treatment under IRC § 631 so surviving spouses and heirs avoid unnecessary federal taxes and Medicare IRMAA surcharges.
Connect with complementary legal, financial, and residential providers serving seniors in Monticello and Jefferson County.
Floyd Faglie, P.L., Morris Law Firm & Collins Law Firm — Floyd B. Faglie, Esq., Robert E. Morris, Esq., David W. Collins, Esq. & Charles M. Collins, Esq. (Monticello Resident Elder Law, Probate & Real Property Counsel)
Monticello, Jefferson County
(850) 997-6300
Heritage Manor Apartments — 36-Unit Dedicated 62+ / Disabled USDA Section 515/521 & FHFC LIHTC Senior Community (Monticello)
Monticello, Jefferson County
(850) 997-4727
Brynwood Health and Rehabilitation Center (#SNF10680961 / CCN #105514 — 97 Beds) & Cross Landings Health and Rehabilitation Center (File #23301 / CCN #105832 — 60 Beds) — Monticello In-County Skilled Nursing & Memory Care Hub
Monticello, Jefferson County
(850) 997-1800
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Florida Senior Property Tax & Homestead Exemptions →
Coordinating federal stepped-up basis and agricultural greenbelt classifications with Jefferson County property taxes.
Senior Citizen Benefits in Florida →
Tax-efficient RMD, Roth conversion, and Form 1040-SR strategies for Jefferson County retirees.
Farmers & Merchants Bank (FMB — Historic Monticello Domestic Charter #169 / #11286) & Successor Renasant Bank (f/k/a The First Bank — Monticello Main Office)
Monticello, Jefferson County
Capital City Bank (Monticello Branch — FDIC #9622), Capital City Trust Company & Capital City Strategic Wealth / Investments (LPL Financial — Ben Bowersox, CFP®, Greg Mayes & Allie VanLandingham)
Monticello, Jefferson County
Edward Jones — Robert J. Davison, AAMS® & Trent Bish Roberts, AFFP® (Monticello East Washington Street In-County Storefront Branch)
Monticello, Jefferson County
Jefferson County Teachers Credit Union (NCUA #67341 — Monticello HQ), Envision Credit Union / Addition Financial (NCUA #68173 / #68516) & First Commerce Credit Union (NCUA #68464 — Six Pillars Financial Advisors)
Monticello, Jefferson 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.