Tax Preparers in Ponte Vedra Beach, Florida

Daysi Jacobson

★★★★★ (250 reviews)

818 A1A N Suite 304, Ponte Vedra Beach, FL 32082

(904) 285-1040

Website: daysijacobson.com

Hours: {"Friday":["Closed"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

Beachside Tax Service

★★★★★ (27 reviews)

4210 Valley Ridge Blvd #137, Ponte Vedra Beach, FL 32081

(904) 913-7920

Website: taxespontevedra.com

Hours: {"Friday":["9 AM–4 PM"],"Monday":["Closed"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}

Boardwalk Bookkeeping Inc

★★★★★ (7 reviews)

100 Executive Way #112, Ponte Vedra Beach, FL 32082

(904) 231-8930

Website: bwalkbooks.com

Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

RMJR Tax and Accounting

★★★★★ (1 reviews)

220 Ponte Vedra Park Dr, Ponte Vedra Beach, FL 32082

(904) 285-0100

Website: www.rmjr-tax-accounting.com/ponte-vedra-beach-fl

Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}

About Tax Preparers in Ponte Vedra Beach, FL

Finding a qualified tax preparer in Ponte Vedra Beach means working with someone who understands the area’s unique economic landscape. The community is home to many executives, real estate professionals, and retirees, which often involves complex tax situations like stock option reporting, rental property income, or multi-state filings. A local preparer familiar with these specific financial profiles can help ensure you meet all filing requirements.

Residents might need a tax professional for several common reasons. If you run a small business, own investment properties, or have recently moved to Florida from another state, your return may involve more than a simple form. A preparer can also help with year-round planning, such as estimating quarterly payments or navigating changes in tax law that affect your specific situation.

Before choosing, look for a preparer with a valid PTIN and relevant credentials. Many in Ponte Vedra Beach offer free initial consultations, which can help you assess their experience with your type of income or deductions. Taking this step early can save you time and provide peace of mind during tax season.

Frequently Asked Questions

What qualifications should a tax preparer have?

At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.

How much does tax preparation cost?

Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.

What documents do I need to bring to my tax preparer?

Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.

BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.

Business owners: to update or remove a listing, email info@beforetaxusa.com.

4 Tax Preparers in Ponte Vedra Beach, FL