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Financial ServicesWealth Management✓ Verified
Crawfordville, Wakulla County
Last verified: Thursday, October 22, 2026
Shepard Accounting & Tax Service (Phillips & Revell, CPAs, P.A. — Lorra L. Phillips, CPA & Jessica S. Revell, CPA)
About This Organization

Located on U.S. Highway 319 in southern Crawfordville at 3234 Crawfordville Highway, Crawfordville, FL 32327 (`(850) 926-9802`, Fax `(850) 926-6362`), **Shepard Accounting & Tax Service** (`Phillips & Revell, CPAs, P.A.`, `Florida Sunbiz Doc# P13000099159` / `Shepard Accounting Services, Inc. Doc# P11000024736`, `FEI #46-4298731`) is Wakulla County's longest-standing local Certified Public Accounting, fiduciary estate/trust tax, and senior tax-planning practice, serving the county continuously since 1997. Led by Florida State University accounting graduates and managing partners **Lorra L. Phillips, CPA** (`Florida DBPR CPA License #AC0030904`, licensed since 1998; active in public accounting since 1994 after serving with the State of Florida Auditor General, `0` disciplinary disclosures) and **Jessica S. Revell, CPA** (Active Florida DBPR Licensed CPA and firm partner since 2013, B.S. in Accounting & Finance from FSU, `0` disciplinary disclosures), both members of the Florida Institute of Certified Public Accountants (FICPA), the firm assists retirees and personal representatives across Crawfordville, Medart, Panacea, Sopchoppy, and St. Marks with IRS Form 1041 fiduciary estate and trust income tax returns, Required Minimum Distribution (RMD) and Roth IRA conversion tax projections, step-up in cost basis calculations for inherited coastal and timber properties, Social Security and Medicare IRMAA bracket management, and IRS audit representation.

Official Verification Sources: Shepard Accounting & Tax Service (Phillips & Revell, CPAs, P.A.) Official Website; Florida DBPR Board of Accountancy & Sunbiz — Phillips & Revell, CPAs, P.A. (#P13000099159 / #AC0030904)

Verified State & Regulatory Credentials
Florida DBPR Board of Accountancy — Licensed CPAs & Registered CPA Corporation: FL CPA License #AC0030904 (Lorra L. Phillips, CPA) & Jessica S. Revell, CPA / Sunbiz #P13000099159 & #P11000024736Status: Active Licensed Florida CPAs & Active Florida CPA Profit Corporations (0 Disclosures)

Issuer: Florida Department of Business & Professional Regulation (DBPR) — Board of Accountancy

Notes: Lorra L. Phillips, CPA (FL DBPR License #AC0030904, licensed since 1998, 0 disclosures) and partner Jessica S. Revell, CPA (0 disclosures) operate Phillips & Revell, CPAs, P.A. (Sunbiz Doc #P13000099159, FEI #46-4298731) and Shepard Accounting Services, Inc. d/b/a Shepard Accounting & Tax Service (Doc #P11000024736) at 3234 Crawfordville Hwy, Crawfordville, FL 32327 ((850) 926-9802).

Services Offered
Fiduciary Estate & Trust Income Tax Compliance (IRS Form 1041 & Form 706 Estate Tax Portability)
Senior Retirement Tax Planning, RMD Withholding Optimization & Multi-Year Roth Conversion Modeling
Step-Up in Cost Basis Valuation for Inherited Wakulla County Homesteads, Coastal Lots & Timberland
Small Business, Charter/Seafood & Rental Property Tax Advisory, Bookkeeping & Succession Planning
IRS Tax Resolution, Audit Representation & 2nd Judicial Circuit Probate Estate Tax Accounting
Social Security Taxation & Medicare Part B/D IRMAA Income Threshold Management
Frequently Asked Questions

Factual details and direct answers about Shepard Accounting & Tax Service (Phillips & Revell, CPAs, P.A. — Lorra L. Phillips, CPA & Jessica S. Revell, CPA)'s services, licensing, and credentials.

Who are the licensed CPAs at Shepard Accounting & Tax Service in Crawfordville?

Shepard Accounting & Tax Service at 3234 Crawfordville Highway, Crawfordville, FL 32327 ((850) 926-9802) is operated by Phillips & Revell, CPAs, P.A. (Sunbiz Doc #P13000099159) and led by Florida State University accounting graduates Lorra L. Phillips, CPA (FL DBPR License #AC0030904, former State of Florida Auditor General auditor, practicing in Crawfordville since 1997) and partner Jessica S. Revell, CPA.

Can Shepard Accounting & Tax Service prepare fiduciary estate and trust tax returns (IRS Form 1041) for Wakulla County probate estates?

Yes. Partners Lorra L. Phillips, CPA and Jessica S. Revell, CPA prepare final decedent individual returns (Form 1040), fiduciary estate and revocable/irrevocable trust income tax returns (Form 1041), and stepped-up basis valuations in coordination with Wakulla County probate attorneys and financial advisors.

Contact Information
Address
3234 Crawfordville Hwy, Crawfordville, FL 32327
Hours
Mon-Fri 8:30am-5:00pm
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