Comprehensive in-county Certified Public Accountant (CPA) retirement tax, fiduciary trust/estate tax (IRS Form 1041), and non-commercial SHINE Medicare financial counseling network serving Trenton (32693), Bell (32619), and Fanning Springs (32693). Anchored in downtown Trenton at 107 NE 5th Street, Trenton, FL 32693, Gilchrist County seniors have direct in-town access to two Florida DBPR-licensed CPA practices: (1) W. Wesley Roberts, CPA, P.A. at 107-B NE 5th Street, Trenton, FL 32693 ((352) 463-9414, Florida Sunbiz Document #P08000080805, led by Principal William Wesley Roberts, CPA, Florida DBPR Individual CPA License #AC0031519, Current/Active since September 1998 with zero disciplinary actions); and (2) Max K. McGee, CPA, PA at 107 NE 5th Street, Trenton, FL 32693 ((352) 507-7077, with main Tri-County office at 609 N Main St, Chiefland, FL 32626, (352) 493-4222, Florida Sunbiz Document #P07000097808, Florida DBPR CPA Firm License #AD65324, Current/Active since September 2007). Also cross-referenced is 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 & Partner Erin Spiwak, CPA—the official independent CPA audit firm for the Gilchrist County Board of County Commissioners) and its affiliated SEC-registered investment adviser James Moore Wealth Management Services, LLC (Firm CRD #329033, Managing Member & CCO John Christopher VanDuzer, CRD #8342110). For 100% free, unbiased Medicare financial counseling, Elder Options (Mid-Florida Area Agency on Aging, Inc., DOEA PSA 3, Sunbiz Doc #739573, Helpline 1-800-262-2243 / 1-800-963-5337) provides state-certified SHINE (Serving Health Insurance Needs of Elders) counseling in Trenton at the Suwannee River Economic Council (SREC) Gilchrist County Senior Center (1439 SW CR 307A, Trenton, FL 32693, (352) 463-2940, Sunbiz Doc #709430, EIN 59-1101989) and the Trenton Public Library (105 NE 11th Ave, Trenton, FL 32693, (352) 463-3176).
Official Verification Sources: Florida DBPR CPA Licensing & Sunbiz — W. Wesley Roberts, CPA (#AC0031519) & Max K. McGee, CPA, PA (#AD65324); Florida SHINE & Elder Options (DOEA PSA 3 — 1-800-262-2243) & SREC Gilchrist County Senior Center; James Moore & Co., P.L. (FL CPA Firm #AD0015868) & James Moore Wealth Management Services, LLC (CRD #329033)
Issuer: Florida DBPR Board of Accountancy & U.S. Securities and Exchange Commission (SEC)
Notes: Verified 2026-10-26 via Florida DBPR & Sunbiz: (1) W. Wesley Roberts, CPA, P.A. (Sunbiz Doc #P08000080805, William Wesley Roberts, CPA License #AC0031519, active since Sept 1998) at 107-B NE 5th St, Trenton, FL 32693 ((352) 463-9414). (2) Max K. McGee, CPA, PA (Sunbiz Doc #P07000097808, FL DBPR CPA Firm #AD65324, active since Sept 2007) at 107 NE 5th St, Trenton, FL 32693 ((352) 507-7077) & 609 N Main St, Chiefland, FL 32626. (3) James Moore & Co., P.L. (FL DBPR CPA Firm #AD0015868, Brendan McKitrick, CPA #AC40203—official CPA auditor for Gilchrist County BOCC) and affiliate James Moore Wealth Management Services, LLC (CRD #329033, CCO John C. VanDuzer CRD #8342110).
Issuer: Florida Department of Elder Affairs (DOEA) & U.S. Administration for Community Living (ACL)
Notes: Verified 2026-10-26: Free SHINE Medicare counseling for Gilchrist County seniors is administered by Elder Options (DOEA PSA 3, Sunbiz Doc #739573, 100 SW 75th St, Ste 301, Gainesville, FL 32607, Helpline 1-800-262-2243 / 1-800-963-5337) with local Trenton outreach at the SREC Gilchrist County Senior Center (1439 SW CR 307A, Trenton, FL 32693, (352) 463-2940) and Trenton Public Library (105 NE 11th Ave, Trenton, FL 32693, (352) 463-3176).
Factual details and direct answers about W. Wesley Roberts, CPA, P.A. & Max K. McGee, CPA, PA (Trenton In-County CPA Hub), James Moore & Co., P.L. / JM Wealth & DOEA PSA 3 SHINE Medicare Counseling's services, licensing, and credentials.
Are there licensed Certified Public Accountants (CPAs) physically located in downtown Trenton for retirement, farm, and probate estate taxes?
Yes. Both W. Wesley Roberts, CPA, P.A. (William Wesley Roberts, CPA #AC0031519, (352) 463-9414, Sunbiz #P08000080805) and Max K. McGee, CPA, PA (FL DBPR CPA Firm #AD65324, (352) 507-7077, Sunbiz #P07000097808) operate at 107 NE 5th Street in downtown Trenton, FL 32693, preparing IRS Form 1041 fiduciary trust and probate estate tax returns, stepped-up basis valuations for inherited Gilchrist County farmland, and tax-optimized RMD/FRS DROP plans. Complex estate and CPA-affiliated wealth clients are also served by Gilchrist County's independent municipal auditor, James Moore & Co., P.L. (#AD0015868) and James Moore Wealth Management (CRD #329033).
Where can a Trenton, Bell, or Fanning Springs senior receive free, unbiased help lowering Medicare Part B premiums and drug costs?
Gilchrist County seniors can call the Elder Options (DOEA PSA 3) SHINE Helpline toll-free at 1-800-262-2243 (or 1-800-963-5337) or contact the Suwannee River Economic Council (SREC) Gilchrist County Senior Center at 1439 SW CR 307A in Trenton ((352) 463-2940) and the Trenton Public Library (105 NE 11th Ave, (352) 463-3176). State-certified SHINE counselors provide 100% free, non-commercial Medicare Advantage, Medigap, and Part D comparisons and enroll qualifying seniors in Medicare Savings Programs (QMB, SLMB, QI-1) and Extra Help.
Connect with complementary legal, financial, and residential providers serving seniors in Trenton and Gilchrist County.
Theodore M. Burt, P.A. & Mark J. Feather, P.A. — Theodore Mark Burt, Esq. & Mark Jackson Feather, Esq. (Downtown Trenton Real Property, Probate, Trust & Estate Counsel)
Trenton, Gilchrist County
(352) 463-2348
Trenton I & II Apartments (Trenton Place Apartments — 36-Unit USDA Section 515/521 & FHFC LIHTC Subsidized Apartment Community)
Trenton, Gilchrist County
(352) 463-7106
Ayers Health and Rehabilitation Center (120-Bed Skilled Nursing, Post-Acute Rehab & Memory Care — Trenton)
Trenton, Gilchrist County
(352) 463-7101
Expert guidance, benefit eligibility rules, and state protections for older Florida residents and family caregivers.
Medicare Savings Programs in Florida →
How QMB, SLMB, QI-1, and Extra Help eliminate Medicare Part B premiums and lower prescription drug costs for Gilchrist County seniors.
Florida Property Tax Exemptions for Seniors →
Coordinating IRS Form 1041 estate/trust taxes and inherited farmland step-up in basis with Gilchrist County homestead exemptions.
Capital City Bank (Trenton, Bell & Fanning Springs Branches) & Seacoast National Bank (Trenton Branch — In-County FDIC Senior, IRA & Estate Banking)
Trenton, Gilchrist County
The Barber Group of Raymond James — Kelly Dean Barber (Trenton NE 5th Street In-County Branch & High Springs Main Street Hub)
Trenton, Gilchrist County
Capital City Strategic Wealth & Capital City Trust Company — Daniel D. 'Danny' Etheridge, CRPC®, CKA® (LPL Financial — Trenton, Bell, Fanning Springs & Chiefland)
Trenton, Gilchrist County
Gilchrist County Farm Bureau Retirement & Estate Liquidity Services — Daniel 'Danny' Wirick & Ben Colson (Downtown Trenton)
Trenton, Gilchrist 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.