Individual

Home/Individual
Individual 2016-12-16T03:56:07+00:00

INDIVIDUAL SERVICES OVERVIEW

With the ever increasing cost of housing, health care, and other living expenses, safeguarding your family’s financial future is paramount. That’s why our individual services are designed to help safeguard your hard-earned dollars, and to leave you with piece of mind.

Whether you are looking for tax planning and advising for buying, or selling a property, planning for retirement or other life events that will affect you financially, Coastal Tax Advisors can provide the answers you are looking for.

Learn more about our Annual Advisory Agreements

Our services are broken up into the following areas:

ESTATE PLANNING

Estate planning is often a key area of protecting family assets that takes a back seat. No matter what your estate size, it’s imperative to create a plan for passing on assets to beneficiaries and to minimize tax obligations.

Let us help you overcome the barriers you may have to planning your estate, and to help you through the process step-by-step. Your loved ones will appreciate the care you have taken to facilitate the process.

FINANCIAL CONSULTING

Whether you need financial consulting for personal or business needs, Coastal Tax Advisors can help you reach your goals and objectives. We help our clients make better financial decisions and perform the research and diligence necessary to give them optimal choices for the best results.

LIFE EVENTS

Milestones are a part of life. Whether planned or unplanned, milestones may have tax implications that you need to be aware of. Coastal Tax Advisors is here to help you understand how life events impact your finances and tax liabilities. Whether you are getting married, looking to open a college fund for your children, are buying/ selling property, planning for retirement, or looking into a loan, we can help.

TAX SERVICES

Don’t pay more in taxes than you have to. Whether you are looking to make sure your business is in compliance and at peak revenue, or you are looking to take full advantage of write-offs, deductions, and tax credits, Coast Tax Advisors has you covered.

We are a full service strategic tax preparation, tax compliance, tax planning, and tax consultancy. As trusted advisors, we strive to provide you with a level of customer service that’s unmatched in the accounting industry.

Most tax services break down into these categories:

TAX PLANNING

Effective tax planning can not only create a more desirable outcome when it comes to tax time, but also, tax planning can help to shield you from unforeseen tax liabilities. We have the strategies and tools to make take planning work in your favor.

We offer tax planning services for both business ventures and for individuals seeking to minimize their tax burden through strategic tax planning.

Learn more about our tax planning services

TAX PREPARATION

Despite all of the online tax preparation tools available, there isn’t a tax planning tool available that can match the intellect of a senior CPA – and preparing your own taxes can leave you with more questions than answers. More importantly, it can leave you paying more than you should.

Leave your tax preparation to senior certified public accountants here at Coastal Tax Advisors, and find peace of mind knowing that we’ve got you covered. The earlier you set up an appointment with us, the better we can serve you.

Learn more about our tax preparation services

HOW TO GET STARTED

If you’re ready to get started, simply fill out our contact us form and we’ll send you everything you need to start the tax planning or tax preparation process. Don’t forget to ask about our complimentary tax organizer that will help you gather than organize the information you will need.