CPA Firm - Fort Walton Beach is an accountant in Fort Walton Beach, FL. The office provides audit, review, and compilation services to companies of all sizes, along with comprehensive tax planning and preparation, serving both individual and business clients in the area. The firm holds a rating of 3.00 based on customer reviews.
The Fort Walton Beach office has served the community for more than 50 years. As part of Warren Averett, one of the largest CPA firms in the Southeast, the local team combines national expertise with a strong local presence. Team members are actively involved in the Fort Walton Beach community, both professionally and personally, performing service projects at organizations like the Panhandle Animal Welfare Society (PAWS) and volunteering for the Greater Fort Walton Beach Chamber of Commerce, Emerald Coast Science Center, and One Okaloosa Economic Development Council. The office building, constructed in 2009, is one of the newest in Fort Walton Beach's core and sits within close proximity to Eglin Air Force Base, the largest Air Force installation in the world. The firm also maintains a large governmental audit team that serves the entire Florida Panhandle.
Beyond traditional accounting, the firm offers a broad range of services. Corporate advisory provides strategic guidance around challenging business circumstances, including transaction advisory, due diligence, and business transformation consulting. Technology solutions cover risk assessments, IT security, business software, and backup disaster recovery, while HR solutions supply businesses with resources to hire, train, and retain staff. Client accounting services design benefit plans and provide tax advantages to business owners, and personal services support individuals in areas such as financial and retirement planning, estate and tax planning, investment management, and personal CFO services. The firm also provides specialized offerings including internal audits, SOC and attestation services, IFRS accounting and reporting, estate and trust tax solutions, and forensic and valuation services.
The office is located at 45 Eglin Pkwy NE, #301, in Fort Walton Beach, part of a seaside community bordered by the Santa Rosa Sound, Choctawhatchee Bay, and Cinco Bayou, and situated close to Eglin Air Force Base.
With over 50 years of service to the Fort Walton Beach community and a governmental audit team covering the entire Florida Panhandle, the firm combines deep local involvement with the resources of a large regional CPA firm.