Individual
Services
Simplifying Your Tax-Related Stress
Is What We Take Pride in Daily
With over 45 years of experience, we are here to help you.
Know Where You Stand
Quarterly Tax Planning Projections
Adequately preparing for how much you will owe in April will help you better plan your finances. We can create a projection every quarter so you always know where you stand and can estimate your taxes accurately.
Meeting Deadlines
Process Quarterly Estimated Tax Payments
If you are required to prepay federal taxes through estimated tax every quarter, we are here to help you process these payments and meet proper deadlines. Clients love this service as it is for deadlines they don’t have to remember to meet.
Maximizing Your Income
Personal Financial Planning
Financial Planning requires discipline to ensure you’re covering ground in estate planning, retirement planning, investing, insurance, and other areas. Let us relieve you of some of this stress with our highly qualified and experienced personal financial planning services.
Success Down the Line
Retirement Planning
The best time to start saving for retirement is yesterday. No matter what age you are, retirement planning will set you up for success later down the line. Let us help you find the balance between your current spending goals and long-term plans today.
Planning for Heirs
Estate Planning
Estate planning can help you prepare for how your assets will be handled as your personal and financial situations change. Preparing your assets for those who will remain after you will bring you peace while you are still here.
A Team You Trust
Wealth Management
Affluent clients deserve someone they trust to help work on a financial plan that helps invest their funds in an efficient manner, minimizing taxes and maximizing profits. Allow our wealth management team to help you.
This is the small business financial solution you have been looking for.
Make your tax season a breeze, reach out to us at Coastal Tax
Leading a full spectrum of services in tax and accounting services since 1977.
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Individuals
- Personal Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
- Quarterly Tax Planning Projections
- Process Quarterly Estimated Tax Payments
