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.
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)
(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)
(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)
(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)
(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