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.
Established businesses looking for a strategic tax partner who works hand-in-hand with your existing accounting team
Growth companies looking for strategic guidance on how to manage taxes and cash flow to get to the next level
Entrepreneurs and small businesses looking for strategic tax advice and insurance planning only
Individual seeking proactive and strategic 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