Tax preparation in Santa Rosa Beach, FL
Santa Rosa Beach (pop. 32,459) has 34 credentialed tax preparers — about 10.5 per 10,000 residents.
Credentialed preparers
34
18 CPAs · 3 EAs · 0 attorneys
Returns filed
12,140
IRS SOI, ZIP-level
Avg. AGI per return
$223,228
Avg. refund
$5,810
51% of returns get one
Self-employment share
29.9%
returns w/ Schedule C income
Use a paid preparer
56%
share of local returns
Free prep returns (VITA)
0
IRS-assisted filings
Need tax help in Santa Rosa Beach?
Answer 4 questions — we'll tell you whether software, a local pro, or a relief specialist fits your situation.
56% of Santa Rosa Beach filers already use a paid preparer — see if it makes sense for you.
Tax services in Santa Rosa Beach
Tax Preparation
Get your federal and state returns prepared and filed correctly.
Tax Relief & Resolution
Owe back taxes? Specialists negotiate with the IRS on your behalf.
Back Taxes & Unfiled Returns
Catch up on years of unfiled returns before the IRS files for you.
Audit Representation
A CPA, EA, or tax attorney deals with the IRS so you don't have to.
Business & S-Corp Tax
Entity returns, payroll tax, deductions, and quarterly planning.
Self-Employed & 1099 Taxes
Schedule C, quarterly estimates, and deductions for freelancers and gig workers.
Crypto & Digital Asset Taxes
Capital gains, DeFi, staking, and the 1099-DA era of crypto reporting.
Amended Returns (1040-X)
Fix a filed return — missed credits, wrong status, forgotten income.
Filing Extensions
More time to file (not to pay) — Form 4868 and what it really does.
IRS Notice Help
Got a letter? Know exactly what it means and what happens next.
Filing stats by ZIP code
| ZIP | Returns | Avg AGI | Avg Refund | Self-emp. | Paid preparer |
|---|---|---|---|---|---|
| 32459 | 12,140 | $223,228 | $5,810 | 29.9% | 56% |
Credentialed preparers in Santa Rosa Beach
Full directory →Source: IRS PTIN public data. Listing is informational, not an endorsement.
| Name / Firm | Credential | ZIP | Phone |
|---|---|---|---|
| South Walton Accounting Group Inc. | CPA | 32459-5560 | 850-855-7123 |
| Avens Tax & Notary Services | SRTP · AFSP | 32459-5372 | 8587317184 |
| Barbara Daigle, CPA | CPA | 32459-7159 | 225-205-8812 |
| KIMBERLY DAVIS | Other | 32459-1335 | — |
| HIS CPA PAsite | CPA | 32459-8955 | 770 814 9304 |
| Teri Daniels Accounting Servicessite | Other | 32459-8556 | (901) 679-9312 |
| MARTIN BROTHERS 850 LLC | Other | 32459-3283 | (850) 608-9424 |
| Phoenix Bookkeeping and Accounting, LLC | Other · AFSP | 32459-8012 | (850) 461-4697 |
| J Dennis Fossett CPA Inc | CPA | 32459-4984 | (859) 912-3076 |
| ROBERT GLASSBURNER | EA | 32459-5024 | 5306010061 |
| Velma Gurske | Other | 32459-8550 | 8504601686 |
| LINDA G HARDER | CPA | 32459-3124 | (850) 585-0317 |
FAQ
How many tax preparers are in Santa Rosa Beach?
The IRS lists 34 credentialed tax preparers in Santa Rosa Beach, FL — including 18 CPAs, 3 enrolled agents, and 0 tax attorneys.
What's the average tax refund in Santa Rosa Beach?
Returns filed from Santa Rosa Beach ZIP codes average a refund of $5,810, and roughly 51% of returns receive a refund.
Do I need a CPA or can I file myself?
If you have only W-2 income and take the standard deduction, quality software is usually enough. Self-employment income, multiple states, back taxes, or an IRS notice are where a CPA or EA earns their fee.