4 Tax Preparers in Santa Rosa Beach, FL

Browse verified tax preparers in Santa Rosa Beach, Florida. Compare providers and find contact information.

H&R Block

★★★★½ (83 reviews)
4942 US-98 Ste 14, Santa Rosa Beach, FL 32459
(850) 267-2771
Website: www.hrblock.com/tax-office-near-me/florida/santa-rosa-beach/31759/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {}

McCullar & Company, CPAs

★★★★☆ (35 reviews)
2441 US-98 STE 108, Santa Rosa Beach, FL 32459
(850) 622-0888
Website: www.mccullarcpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}

Martin CPA

★★★★★ (12 reviews)
5597 U.S. Highway 98 West, 5597 US-98 Suite 202-B, Santa Rosa Beach, FL 32459
(850) 608-9424
Website: www.850-cpa.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–5 PM"],"Tuesday":["8 AM–5 PM"],"Wednesday":["8 AM–5 PM"]}

Abacus Tax

★★★★★ (1 reviews)
5597 US-98 Suite 202-B, Santa Rosa Beach, FL 32459
(850) 517-5223
Hours: {"Friday":["9 AM–6 PM"],"Monday":["9 AM–6 PM"],"Saturday":["9 AM–1 PM"],"Sunday":["Closed"],"Thursday":["9 AM–6 PM"],"Tuesday":["9 AM–6 PM"],"Wednesday":["9 AM–6 PM"]}

About Tax Preparers in Santa Rosa Beach, FL

Finding a qualified tax preparer in Santa Rosa Beach, Florida, is a practical step for residents and business owners alike. The local economy is driven by tourism, real estate, and small hospitality businesses, which often create complex tax situations involving rental income, short-term property management, and seasonal employment. Whether you own a vacation rental, work as a contractor, or have moved to the area for retirement, a professional can help ensure your returns are accurate and compliant with both state and federal rules.

A local preparer understands the specific tax implications tied to Florida’s lack of state income tax, as well as common deductions for coastal property owners. They can also help navigate issues like multi-state filings for seasonal residents or business expense tracking for self-employed individuals. Before choosing, check credentials, read reviews, and ask about experience with your particular financial situation. The right preparer makes tax season straightforward, not stressful.

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.

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