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Who We Are

The Story Behind Our Firm

The origin of the firm dates back to 1975 when Martin Coates and Robert McCullar formed Coates & McCullar, CPAs in Eufaula, Alabama.  After practicing in Eufaula for twenty-eight years, McCullar opened an office in Santa Rosa Beach in January 2003.

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.  In July 2007, McDaniel & Associates acquired McCullar’s practice, and McCullar remained with McDaniel as Managing Principal, continuing in that role following the untimely death of Mr. Flowers two years later.

In the fall of 2012, McCullar negotiated an agreement with McDaniel to repurchase the Santa Rosa Beach office effective on December 31, 2012.  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. We view every client relationship as a partnership, and truly believe that our success is a result of our clients’ success. We are committed to providing close, personal attention to our clients, and we take pride in assuring that the personal assistance each client receives comes from years of advanced training, experience and technical experience.

We provide a variety of services including:

  • Income Tax Preparation (for all types of businesses, and individuals)
  • Estate and Gift Tax
  • IRS and State Audit Representation
  • Litigation Support
  • Accounting for the Bankruptcy Estate
  • Lost Profits Damage Claims
  • Business Valuation
  • Real Estate Taxation, Including Foreclosures, Short Sales and Cancelled Debt
  • Payroll Preparation and Reporting
  • QuickBooks® Setup, Support and Training by Certified QuickBooks Professionals
  • Business Startup Services
  • Monthly Bookkeeping
  • Financial Statements, Including Compilations and Reviews

 

We would welcome the opportunity to discuss these and other services with you.  Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.