Located one block north of the Gadsden County Courthouse Square in historic downtown Quincy at 113 North Madison Street, Quincy, FL 32351, Youmans & Gardner, LLC (`Florida Sunbiz Foreign LLC Doc# M15000008463`, active in Florida since October 20, 2015) is a premier certified public accounting, fiduciary estate/trust tax, and retirement tax-planning firm serving the Florida Big Bend and Southwest Georgia corridor since 2003. Founded and led by managing partners Charles A. 'Ashley' Gardner, CPA (`Licensed CPA #CPA019604`, `0` disciplinary disclosures) and Richard Y. 'Dick' Youmans, CPA (`22+ years` as co-founder, `0` disciplinary disclosures), the Quincy office specializes in fiduciary estate and trust income tax compliance (IRS Form 1041 and federal estate tax Form 706 portability filings), Required Minimum Distribution (RMD) and multi-year Roth IRA conversion tax modeling, Social Security and Medicare IRMAA bracket optimization, and step-up in cost basis valuations and succession tax structuring for Gadsden County agricultural, nursery, timberland, and family business estates across Quincy, Gretna, Greensboro, and Midway.
Official Verification Sources: Youmans & Gardner, LLC, CPAs Official Website (Quincy, FL Office); Florida Division of Corporations (Sunbiz) — Youmans & Gardner, LLC (#M15000008463)
Issuer: State Board of Accountancy / Florida Department of Business & Professional Regulation (DBPR) Mobility / Sunbiz
Notes: Youmans & Gardner, LLC (Florida Sunbiz Doc #M15000008463, filed 10/20/2015, principal Florida office at 113 N Madison St, Quincy, FL 32351, (850) 627-7109) is led by co-founding partners Charles A. 'Ashley' Gardner, CPA (License #CPA019604, 0 disclosures) and Richard Y. 'Dick' Youmans, CPA (0 disclosures).
Factual details and direct answers about Youmans & Gardner, LLC, CPAs — Charles Ashley Gardner, CPA & Richard Y. "Dick" Youmans, CPA (Quincy Big Bend Office)'s services, licensing, and credentials.
Where is Youmans & Gardner, LLC located in Quincy and what senior tax and estate services do they provide?
Youmans & Gardner, LLC (Sunbiz Doc #M15000008463) operates its Florida Big Bend office at 113 North Madison Street, Quincy, FL 32351 ((850) 627-7109), just one block north of the Gadsden County Courthouse. Partners Charles A. 'Ashley' Gardner, CPA (#CPA019604) and Richard Y. 'Dick' Youmans, CPA assist retirees and personal representatives with IRS Form 1041 fiduciary trust and estate tax returns, RMD and Roth conversion strategies, and agricultural/timberland estate succession.
Does Youmans & Gardner coordinate with Quincy probate attorneys and financial advisors on estate settlements?
Yes. Because their office at 113 North Madison Street sits directly in downtown Quincy's legal and banking district, Youmans & Gardner works closely with local 2nd Judicial Circuit probate attorneys and wealth managers to calculate stepped-up cost basis on inherited property, prepare final decedent Form 1040 and fiduciary Form 1041 returns, and structure tax-efficient distributions to heirs.
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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.