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)
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).
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.
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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.