top of page

SERVICES

What You Need

DSC_1033-2.jpg

TAX PREPARATION

Saving You Money

We stay up-to-date on all the regulatory and legislative developments so you don’t waste time and energy trying to make sense of all the accounting complexities. Contact us today and see how we can help you.

Nancy Interview Photo 2018.jpg

TAX PLANNING

Enabling Growth

At Coastal Accounting Group, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.

Quickbooks Photo(2).jpg

QUICKBOOKS & ACCOUNTING SETUP

Gain Insight

Accounting software can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

DSC_0915.jpg

BOOKKEEPING

Alleviate Stress

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Coastal Accounting Group can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

SERVICES

  • Tax Planning and preparation for: 

    • Corporations​

    • Individuals

    • Partnerships

    • Trusts & Estates

  • Income tax projections

  • Financial and Retirement Planning

  • Formation and choice of entity

  • Quickbooks training

  • Representation during IRS and state income tax examinations

  • State and local tax consulting

    • Property and sales tax compliance

  • Strategies for managing passive losses

  • Payroll Services

bottom of page