Brad Congleton CPA, Inc in Santa Rosa Beach is here to help you and your business. From any accounting needs you might have to tax planning for your upcoming goals and dreams, we're here to help you achieve your dreams. Our accountants are board certified and stay current with continuous certifications and seminars to ensure we are up-to-date on all of the newest information, laws, regulations, and techniques in our field.
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Oneof the largest expenses you have is the income tax you pay. If you continually pay more than necessary, you diminish your ability to build your wealth to accomplish important financial goals. The only effective way to cut your taxes is to do regular tax planning. Always consider the tax conse- quences of any trans-action before the fact; seek professional assistance any time dollar amounts are significant.
Reviews (5)
Minetta Oliver
Jun 15, 2021
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I’ve been going to Brad for 5 years, since I moved here. My taxes are complicated with my W2 work, 1099 PT contractor position, and my business. I stupidly thought I could go it alone this year, which would have cost me $1000 to save his small fee. NEVER AGAIN!! I couldn’t recommend anyone else. Brad is THE CPA OF 30A. He knows what he’s doing; he’s the BEST!!
Ted Melcher
Jan 21, 2021
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Brad has been my accountant for almost 20 years. My wife and I moved to Santa Rosa Beach from Nashville way back in 2001 and four years ago we purchased another home in the Nashville area to be closer to our kids. And we started renting our SRB home. We now travel back and forth and I have kept Brad as my accountant not only because of a friendship I have developed with him but more importantly because he files my business and personal income taxes. Brad has a FIVE STAR rating from me!!
Blaine Atkinson
Nov 20, 2020
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Upon recommendation from others I have used this business the last couple years. On both occurrences I have been out of town for months at a time while being told that my taxes would be completed "first of next week" which never happened.
This year, I dropped my paperwork off in February, asked what to expect as a timeline and was given no response via email. In April I contacted them on the phone and was told that I needed to come in for an appointment, only to find out that this appointment was to "drop off my documents".... That had been dropped off a couple months prior. This was laughed off
This year, I dropped my paperwork off in February, asked what to expect as a timeline and was given no response via email. In April I contacted them on the phone and was told that I needed to come in for an appointment, only to find out that this appointment was to "drop off my documents".... That had been dropped off a couple months prior. This was laughed off
Danni Coyote
May 14, 2020
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If I could leave zero stars, I would. I took my taxes into Brad’s office in February. In March, they still hadn’t filed them, so my husband called them to check on everything and they told us they couldn’t find our documents. When they “found” them, they assured us they’d be finished by “next week.” Next week rolled around, and we called and got no answer. We left a message and got no reply. We sent emails and got no reply. We called more and left more voicemails and got no replies. It’s now June and i finally went to his office to see what was taking so long. I arrived to find
Elizabeth Tasic
May 23, 2019
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Unfortunately a very poor experience for both my husband and I. If I could leave no stars I would. We went to Brad a year ago, to file 2017 returns. At the time, he collected $250 from each of us ($500 total and to be fair, we were not married for FY2017 and were filing separately) to do approximately an hour's worth of work. One of the main questions that was asked had to do with ESPP (Employee Stock Purchase Program) to make sure that everything was reported properly. The only reason it took so long is that he was on the phone with the IRS to make sure he was filing correctly. In my opinion,
