Licensed CPA Firm

Financial Clarity,
Year-Round

Expert tax preparation, bookkeeping, and advisory services tailored for small businesses and individuals who want a trusted partner, not just a seasonal service.

Your Partner in Financial Success

At Coastal Tax & Accounting, we believe financial guidance shouldn't be intimidating or reserved for tax season alone. We're a licensed CPA firm dedicated to making professional accounting accessible and understandable for everyone.

Our approach combines the precision and expertise you expect from certified professionals with a genuinely approachable style. We take the time to explain your options, answer your questions, and help you make confident financial decisions all year long.

Whether you're a small business owner navigating growth or an individual planning for the future, we're here to be your long-term financial partner.

CPA
Licensed Firm
12mo
Year-Round Service
Local
Community Focused
Proactive
Advisory Approach

What Sets Us Apart

  • Clear communication — no jargon, no confusion
  • Proactive guidance to help you plan ahead
  • Responsive support when you need answers
  • Personalized strategies for your unique situation
  • A relationship built on trust and transparency

Services We Offer

Comprehensive financial services designed to support your success at every stage.

Tax Preparation

Expert preparation of federal and state tax returns for individuals and businesses. We maximize deductions, ensure compliance, and file accurately and on time.

  • Individual tax returns
  • Business tax returns
  • Amendment support
  • E-filing included

Bookkeeping

Accurate, organized financial records that give you a clear picture of your business health. Stay compliant and make informed decisions with confidence.

  • Monthly reconciliation
  • Expense tracking
  • Financial statements
  • Payroll support

Advisory Services

Strategic financial guidance to help you plan, grow, and achieve your goals. From tax planning to business strategy, we're your sounding board.

  • Tax planning strategies
  • Business consulting
  • Cash flow analysis
  • Growth planning

Why Choose Coastal

We combine professional expertise with personal attention to deliver exceptional service.

Licensed CPA Firm

Work with certified professionals held to the highest standards of ethics and expertise.

Local & Accessible

A community-rooted firm that understands local needs and is always just a call away.

Year-Round Support

We're here when you need us — not just during tax season. Ongoing guidance, anytime.

What Our Clients Say

Real feedback from the people we serve.

"Coastal took the stress out of tax season completely. They found deductions I'd been missing for years and explained everything in plain English. Finally, an accountant I actually understand."

— Sample Client
Small Business Owner

"Having a CPA who's available year-round has changed how I run my business. I call with questions throughout the year and always get thoughtful, helpful advice."

— Sample Client
Freelance Consultant

Schedule a Consultation

Take the first step toward financial clarity. Book a time to discuss your needs.