Comprehensive in-county senior tax preparation and regional Florida DBPR Board of Accountancy-licensed Certified Public Accountant (CPA) network serving Lake Butler (32054), Raiford (32083), and Worthington Springs (32697). Inside downtown Lake Butler, retirees, retired FDOC correctional employees, and family farm/timberland owners are served year-round by Robert Osborne Tax & Accounting, Inc. at 335 SW 3rd Street, Lake Butler, FL 32054 ((386) 496-1187, Florida Sunbiz Document #P04000065614, active Florida corporation incorporated in 2004) and local accounting practitioner Sandra Langley Gass, CPA at 235 SW 4th Avenue, Suite 2, Lake Butler, FL 32054 ((386) 496-1878 / (904) 496-1878). For complex 8th Judicial Circuit probate estate fiduciary accountings, IRS Form 1041 fiduciary trust and estate income tax returns, IRS Form 706 estate tax portability filings, and multi-generational timberland/agricultural step-up in basis valuations, this listing cross-references the four Florida DBPR-licensed CPA firms directly serving Union County families and local governments: (1) Reddish & White, CPAs at 134 East Call Street, Starke, FL 32091 ((904) 964-7555, 12 miles east on SR-100, Florida DBPR CPA Firm License #AD0005091, continuously licensed since January 25, 1991, led by Doug Reddish, CPA and Jobie White, CPA); (2) DDF CPA Group at 107-A Edwards Road, Starke, FL 32091 ((904) 964-7404, ddfcpa.com, led by Carl Edward 'Eddie' Douglas, CPA, FL DBPR CPA License #AC0008896, and Lora L. Douglas, CPA, CITP); (3) James Moore & Co., P.L. (FL DBPR CPA Firm License #AD0015868, 5931 NW 1st Pl, Gainesville, FL 32607, (352) 378-1331, Partner Brendan McKitrick, CPA #AC40203—the official independent CPA audit firm for the Union County Board of County Commissioners) and its affiliate James Moore Wealth Management Services, LLC (SEC RIA Firm CRD #329033, CCO John C. VanDuzer CRD #8342110); and (4) Powell & Jones, CPAs at 1359 SW Main Boulevard, Lake City, FL 32025 ((386) 755-4200, powellandjonescpa.com, led by Managing Partner Richard C. Powell, Jr., CPA—the official independent municipal CPA auditor for both the City of Lake Butler and the Town of Worthington Springs).
Official Verification Sources: Florida Sunbiz Entity — Robert Osborne Tax & Accounting, Inc. (#P04000065614 — 335 SW 3rd St, Lake Butler, FL); Reddish & White, CPAs (FL Firm #AD0005091) & DDF CPA Group (FL CPA #AC0008896) — Starke SR-100 Corridor; James Moore & Co., P.L. (FL CPA Firm #AD0015868 / JM Wealth CRD #329033) & Powell & Jones, CPAs (Lake City)
Issuer: Florida Department of State (Sunbiz) & Florida DBPR Board of Accountancy
Notes: Verified 2026-10-26 via Florida Sunbiz & DBPR: Robert Osborne Tax & Accounting, Inc. (Sunbiz Doc #P04000065614, 335 SW 3rd St, Lake Butler, FL 32054, (386) 496-1187) and Sandra Langley Gass, CPA (235 SW 4th Ave #2, Lake Butler, FL 32054, (386) 496-1878) operate inside Lake Butler; Reddish & White, CPAs (FL DBPR CPA Firm #AD0005091, 134 E Call St, Starke, FL 32091, (904) 964-7555) and DDF CPA Group (Carl E. Douglas, CPA #AC0008896 & Lora L. Douglas, CPA, CITP, 107-A Edwards Rd, Starke, FL 32091, (904) 964-7404) operate 12 miles east on SR-100.
Issuer: Florida DBPR Board of Accountancy, Florida Auditor General & SEC
Notes: Verified 2026-10-26 via Florida Auditor General filings: James Moore & Co., P.L. (FL DBPR CPA Firm #AD0015868, Gainesville, (352) 378-1331; affiliated with James Moore Wealth Management Services, LLC, CRD #329033) serves as the official independent CPA auditor for Union County BOCC, while Powell & Jones, CPAs (1359 SW Main Blvd, Lake City, FL 32025, (386) 755-4200, Richard C. Powell, Jr., CPA) serves as the official independent CPA auditor for the City of Lake Butler and Town of Worthington Springs.
Factual details and direct answers about Robert Osborne Tax & Accounting, Inc. & Sandra Langley Gass, CPA (Lake Butler) — With Reddish & White, CPAs (#AD0005091), DDF CPA Group (#AC0008896), James Moore & Co. (#AD0015868) & Powell & Jones, CPAs's services, licensing, and credentials.
Where can Lake Butler, Raiford, and Worthington Springs seniors find local tax preparation and licensed CPA estate accounting?
Inside downtown Lake Butler, seniors can visit Robert Osborne Tax & Accounting, Inc. at 335 SW 3rd Street ((386) 496-1187, Sunbiz #P04000065614) or Sandra Langley Gass, CPA at 235 SW 4th Avenue, Suite 2 ((386) 496-1878). For full-service DBPR-licensed CPA firm representation on IRS Form 1041 fiduciary trust and probate estate tax returns, timberland stepped-up basis valuations, and RMD tax planning, retirees are also served 12 miles east in Starke by Reddish & White, CPAs (134 E Call St, (904) 964-7555, Firm #AD0005091) and DDF CPA Group (107-A Edwards Rd, (904) 964-7404, CPA #AC0008896), as well as Union County's municipal auditors James Moore & Co., P.L. (#AD0015868 / JM Wealth CRD #329033) and Powell & Jones, CPAs ((386) 755-4200).
How can a CPA help a retiring Union County state employee or landowner avoid Medicare IRMAA surcharges?
When a Union County retiree takes a taxable FRS DROP distribution, sells pine timber or pastureland, or begins Required Minimum Distributions (RMDs), the spike in Modified Adjusted Gross Income (MAGI) can trigger higher Medicare Part B and Part D IRMAA surcharges two years later. Local CPAs model multi-year installment sales, Qualified Charitable Distributions (QCDs), and partial Roth conversions to keep retirees below IRMAA thresholds.
Connect with complementary legal, financial, and residential providers serving seniors in Lake Butler and Union County.
Russell A. Wade III, P.A. & Dukes Legal, P.A. — Russell A. 'Russ' Wade III, Esq. & Matthew Aaron Dukes, Esq. (Lake Butler Resident Probate, Estate Planning & Real Property Counsel)
Lake Butler, Union County
(386) 496-9656
Union County Housing Authority — Public Housing & Senior Apartments (HUD PHA #FL042 — Lake Butler)
Lake Butler, Union County
(386) 496-2047
Lake Butler Hospital (Critical Access Hospital, 25-Bed Skilled Swing-Bed Rehabilitation & 24/7 Emergency Department — Lake Butler)
Lake Butler, Union County
(386) 496-2323
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
DLP Bank (Formerly Community State Bank — Lake Butler In-County Branch & Starke Charter Headquarters)
Lake Butler, Union County
The Barber Group of Raymond James — Kelly Dean Barber, William 'Billy' Crossman & Alyssa Fortner (Lake Butler NW 1st Avenue In-County Branch)
Lake Butler, Union County
VyStar Credit Union & VyStar Investment Services (Lake Butler Spires IGA ATM & Starke / Alachua / Lake City) — With Florida Credit Union, Radiant Credit Union & TRU-FI Credit Union
Lake Butler, Union County
Union County Farm Bureau Financial & Retirement Services — Ricky Dugger, Shane Parmenter & Caleb Romrell (Lake Butler Office — With James A. Buss State Farm Agency)
Lake Butler, Union 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.