WHY COASTAL TAX ADVISORS
We offer clients the seasoned expertise
COASTAL TAX ADVISORS OVERVIEW
Coastal Tax Advisors is a proactive and strategic tax planning and business development services provider. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers.
Whether you need to develop a winning tax strategy for retirement, are making sure you’re covered for that next big purchase/ sale, or need to build plan out the next expansion phase in your business, we act as your right-hand advisors every step of the way.
Working with Coastal Tax Advisors means you’re committed to both reaching proactive goals and to a closer relationship with your CPA – that’s part of what makes us very different. We can deliver both piece of mind that you’re on the right path to your goals, and the expertise needed to solve challenges that may arise along the way.
VISION & MISSION
Our vision is to change the perception of what a certified public accountant can accomplish for you, and to shape the future of the accounting profession as a thought leader.
The mission of Coastal Tax Advisors is simply to be the place where you look for both answers and innovative solutions that drive real value.
It’s a sense of accomplishment and a piece of mind that we want to provide for you on every level, and just as important, a positive outlook on your financial future. That’s the Coastal Tax Advisors promise.
HOW TO GET STARTED
During our first call, we will:
• Talk briefly about your challenges and opportunities.
• Cover the financial areas in which you wish to improve or change.
• Get to know each other, and see if we’re a good fit to work together.
• Scope out next steps for how we can serve you.