Small Business

You Have Important Business to Handle,

Let Us Take Care of the Books For You

We at Coastal Tax focus on the nitty-gritty so YOU can focus on your business.


Full-Service Outsourced Accounting Department

Your time is valuable, which is why we handle a comprehensive set of services for your small business needs with our outsourced accounting department. This is what we do best at the firm.  We handle day-to-day transaction coding, accounts payable, accounts receivable, payroll, management financial reporting, financial statement analysis, and CFO services to give you time back for what matters most.

service includes:


Tax Preparation for Small Businesses

Tax season can be stressful, but it doesn’t need to be! We help you gather the right documents and information so that tax season is a breeze for your small business.

No Foul Play

Forensic Accounting

Financial fraud is no joke. If you suspect foul play within your finances, we can help you investigate incidences of bribery, laundering, or fraud by analyzing records and transactions.


Succession Planning

We at Coastal Tax know that plans lead to action! We help you identify future leaders within your company or potential sellers. Proactive succession planning is a must – planning really needs to start years in advance of when you plan to sell or retire.


Non-Profit Accounting

Non-profit accounting is unique and complex since it does not follow typical for-profit standards. We will help your non-profit track revenues and expenses from donations, grants, and everything in between.


Internal Controls

Internal controls provide standards for accountability on financial statements and accounting records. Having internal controls is vital to preventing internal financial fraud and manipulation.

Solving Disputes

Litigation Services

Disputes between businesses can happen. In these instances, we are available for litigation support to consult with attorneys who may not be as familiar with the financial aspects of the issues.

To Your Aid

IRS Representation

As a taxpayer, you have the right to an authorized representative to aid you in your dealings with the IRS. We can be that person for you in your time of need.

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.

Small Business Services

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