The origin of the firm dates back to 1975 when Martin Coates and Robert McCullar formed Coates & McCullar, CPAs in Eufaula, Alabama. The immediate success of the Santa Rosa Beach office caught the attention of McCullar's long-time friend and peer, Bill Flowers, a partner in the Dothan, Alabama firm of McDaniel & Associates.
The firm was organized under the name, McCullar & Company, LLC, continuing to practice with the same staff and at the same location in the Waterside Business Center at 2441 US Highway 98 W, Santa Rosa Beach, FL 32459. Over the years and in different locations we have come to know the value and importance of relationships.
The firm was organized under the name, McCullar & Company, LLC, continuing to practice with the same staff and at the same location in the Waterside Business Center at 2441 US Highway 98 W, Santa Rosa Beach, FL 32459. Over the years and in different locations we have come to know the value and importance of relationships.
Services
Have you just started a new business? Did you know expenses incurred before a business begins operations are not allowed as current deductions? Generally, these start up costs must be amortized over a period of 180 months beginning in the month in which the business begins. However, based on the current tax provisions, you may elect to deduct up to $5,000 of business start-up and $5,000 of organizational costs paid or incurred.
Following are some generally recognized financial planning tools that may help you reduce your tax bill. Charitable Giving - Instead of selling your appreciated long-term securities, donate the stock instead and avoid paying tax on the unrealized gain while still getting a charitable tax deduction for the full fair market value.
It's possible there could be additional extensions, so check with your tax advisor for the latest information. Trusts and estates need to file an income tax return for the 2020 calendar year (Form 1041) and pay any tax, interest and penalties due, if an automatic five-and-a-half month extension was filed.
These calculators have been provided as a resource for you to help plan your financial matters. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice, or supplement the advice of a professional advisor.
But what should be done with those documents after your check or refund request is in the mail? Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the "three-year law" and leads many people to believe they're safe provided they retain their documents for this period of time.
Reviews (10)
Sarah Jarnicki
Dec 16, 2021
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I recently moved to the area and chose this accountant based on his reviews, I assumed I would be in good hands. I did reach out to Robert during a busy time, however , the communication was poor.
I had to call him several times to ask when he will process my return after corresponding with him regularly. From our phone calls, I got the sense that he forgot and simply didn’t care. On one call, I even said just be honest with me , when will you have time to get to my return ? He got to it a few weeks later.
In addition, watch out for extra fees. When I called the office to make an appointment
I had to call him several times to ask when he will process my return after corresponding with him regularly. From our phone calls, I got the sense that he forgot and simply didn’t care. On one call, I even said just be honest with me , when will you have time to get to my return ? He got to it a few weeks later.
In addition, watch out for extra fees. When I called the office to make an appointment
Shawna Kruger
Aug 03, 2021
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Robert and Olivia were absolutely wonderful. Robert was efficient, fast, respectful and a complete professional. His office is set up beautifully so as a client, you feel welcome and at ease. Olivia was responsive and a great communicator. Everything was easy and concise. I cannot thank them enough for what they’ve done for me! (After having a horrendous experience with another guy, they were both a God-send). I cannot recommend them enough!!
Karin Anderson
Apr 01, 2021
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Positive: Professionalism, Quality, Responsiveness
Everyone at McCullar is fantastic! For several years, they have done my business bookkeeping and taxes. Always so helpful, taking time to explain questions and provide thoughtful advice. Can’t ask for more than friendly people who provide comprehensive professional tax services!
Everyone at McCullar is fantastic! For several years, they have done my business bookkeeping and taxes. Always so helpful, taking time to explain questions and provide thoughtful advice. Can’t ask for more than friendly people who provide comprehensive professional tax services!
Christina Kuss
Feb 15, 2021
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Deborah Thurmon
Nov 24, 2020
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I’ve known Robert McCullar for over ten years and I have to say I really appreciate his wisdom! He’s the first one I go to when I need accounting advice. The McCullar and Company practice is loaded with talent and their people are top shelf! If you need basic financial services, complex financial accountability, or insight into future projects, you need to give them a call. I highly, highly, highly recommend!”
Gordon MacLean
Oct 29, 2020
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We have used Mr. McCullar and staff for several years for our business and personal tax and accounting needs. They provide outstanding service and have superior knowledge above and beyond any CPA firm we have used in the past. McCullar & Company has fully invested in technology that allows remote access to our tax forms and filings. We highly recommend Robert and his team!
Mick Dunn
Jul 06, 2020
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McCullar & Company has been invaluable for my personal and business accounting. For over 16 years they have provided excellent, informed and timely services for me including: payroll, bookkeeping, corporate filings and tax preparation. Over the years, and during trying times, Robert McCullar has always been available to give excellent direction to weather the storm and come out positively on the other side. Also, I want to recognize the staff for long hours of organizing, analyzing and preparing my work and always promptly returning my calls and emails!
Anne Mangrum
May 08, 2020
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McCullar & Company just completed another tax year for me. Robert has been my CPA since 2003! I feel their up to the moment tax knowledge in preparing my individual and corporate returns gives me the best advantages. I like the ease and efficiency of electronically being able to upload and sign documents safely. The entire staff is efficient, courteous, friendly, prompt in communicating and happy to answer any questions I have year round.
Ron Lloyd
May 07, 2020
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Nicki Cox
Apr 26, 2020
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I have to take a moment and Sincerely Thank McCullar & Company, CPAs and Trustmark for all the Extra Help during this Crazy time! Both of these companies have gone above and beyond to help us these last few weeks! Working extra long hours not just for us but for all their clients who have been seriously affected by the COVID-19 Shut Down. Their timely help means we can keep the paychecks coming and coming back to our staff!! They are heroes to me!
