Annual Advisory Packages

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Annual Advisory Packages 2016-12-14T18:05:53+00:00

Get more proactive advice and concierge services through Coastal Tax Advisors’ Annual Advisory Agreements. Whether you are an individual looking to plan for the financial security of your family or a business owner interested in advanced planning services for your company, these flexible packages can help you accomplish your goals.

Check out our four packages below. Want a service not provided? Use the form below to let us know. We can customize our Annual Advisory Agreements to specifically meet your needs.

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TAX SERVICES
Business returns (1120s, 1065)
Individual tax returns (1040)
PLANNING & TAX STRATEGY
Planning meeting and tax strategy
Advanced planning, such as estate, retirement, college savings, & compensation planning
CONCIERGE SERVICES
Unlimited concierge phone and document support
Access to an elite team of vetted experts in all financial areas
Head of the line privileges during tax season
Strategic coordination with your financial advisor & other planning professionals
Dedicated account manager
Secure document portal
BUSINESS SERVICES
Insurance planning
Financial statement education and advising
Cash flow planning
Tax credit analysis
Advanced charitable planning
Business succession planning
Business combinations and acquisitions planning

Swordfish

Established businesses looking for a strategic tax partner who works hand-in-hand with your existing accounting team

 
Business returns (1120s, 1065)
Individual tax returns (1040)
 
Planning meeting and tax strategy : Monthly or Bi-Monthly
(6-12 meetings)
Advanced planning, such as estate, retirement, college savings, & compensation planning
 
Unlimited concierge phone and document support
Access to an elite team of vetted experts in all financial areas
Head of the line privileges during tax season
Strategic coordination with your financial advisor & other planning professionals
Dedicated account manager
Secure document portal
 
Insurance planning
Financial statement education and advising
Cash flow planning
Tax credit analysis
Advanced charitable planning
Business succession planning
Business combinations and acquisitions planning

Yellowtail

Growth companies looking for strategic guidance on how to manage taxes and cash flow to get to the next level

 
Business returns (1120s, 1065)
Individual tax returns (1040)
 
Planning meeting and tax strategy : Quarterly
(4 meetings)
 
 
Unlimited concierge phone and document support
Access to an elite team of vetted experts in all financial areas
Head of the line privileges during tax season
Strategic coordination with your financial advisor & other planning professionals
Dedicated account manager
Secure document portal
 
Insurance planning
Financial statement education and advising
Cash flow planning
Tax credit analysis
Advanced charitable planning
 
 

Bonito

Entrepreneurs and small businesses looking for strategic tax advice and insurance planning only

 
Business returns (1120s, 1065)
Individual tax returns (1040)
 
Planning meeting and tax strategy : Mid-Year, End of Year
(2 meetings)
 
 
Unlimited concierge phone and document support
Access to an elite team of vetted experts in all financial areas
Head of the line privileges during tax season
Strategic coordination with your financial advisor & other planning professionals
Dedicated account manager
Secure document portal
 
Insurance planning
 
 
 
 
 
 

Bass

Individual seeking proactive and strategic tax planning

 
 
Individual tax returns (1040)
 
Planning meeting and tax strategy : Mid-Year, End of Year
(2 meetings)
 
 
Unlimited concierge phone and document support
Access to an elite team of vetted experts in all financial areas
Head of the line privileges during tax season
Strategic coordination with your financial advisor & other planning professionals
Dedicated account manager
Secure document portal
 
Insurance planning
 
 
 
 
 
 

Learn more about our Annual Advisory Packages and how we can help you with more than just tax planning:

Benefits of an Annual Advisory Agreement

  • Front of line privileges during tax season
  • Year-long planning and strategy advising

  • Dedicated account manager with unlimited access

  • Ability to monitor progress and adjust through the year

Contact us today to find out how we can help you meet your goals!