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Our Services

Expertise You Can Count On

At Coastal Tax Advisors, we offer a comprehensive suite of tax and financial services tailored to meet the diverse needs of our clients nationwide. Whether you're an individual taxpayer, a business owner, or a rental property investor, our team is dedicated to providing personalized solutions to ensure your financial success.

Individual Tax Services

  • Tax Preparation and Filing: Accurate preparation and timely filing of federal and state tax returns, maximizing eligible deductions and credits.​

  • Tax Planning: Strategic planning to minimize tax liabilities and optimize financial outcomes throughout the year.​

  • IRS Representation: Professional representation during IRS audits or disputes, ensuring your interests are protected.

Business Tax Services

  • Entity Selection and Formation: Guidance on choosing the appropriate business structure (e.g., sole proprietorship, LLC, corporation) to align with your goals and tax considerations.​

  • Tax Compliance and Reporting: Comprehensive support in preparing and filing business tax returns, including sales tax, payroll tax, and other regulatory requirements.​

  • Bookkeeping and Accounting: Accurate financial record-keeping and reporting to provide insights into your business's financial health.​

  • Financial Statement Preparation: Compilation of financial statements to assist in decision-making and compliance with lending or regulatory requirements.​

  • Business Consulting: Advisory services to improve profitability, cash flow management, and operational efficiency.​

Rental Property Tax Services

  • Income and Expense Tracking: Detailed tracking of rental income and expenses to ensure accurate reporting and maximize allowable deductions.​

  • Depreciation Schedules: Calculation and management of property depreciation to optimize tax benefits over time.​

  • 1031 Exchange Consulting: Expert guidance on tax-deferred exchanges of investment properties to defer capital gains taxes.​

  • Compliance and Advisory Services: Ensuring adherence to federal and state tax laws specific to rental properties, providing peace of mind and financial efficiency.

Why Choose Us

• Nationwide Expertise

We proudly serve clients across all 50 states, bringing deep knowledge of federal and state tax regulations to every engagement.

• Personalized Service

We take the time to understand your unique tax situation and tailor our solutions to meet your specific needs and goals.

• Full-Service Tax Solutions

From tax preparation and planning to IRS audit representation and problem resolution, we offer a comprehensive range of services under one roof.

• Experienced Professionals

Our team of seasoned tax advisors has decades of combined experience working with individuals, small businesses, and entrepreneurs.

• Client-Centered Approach

We focus on building lasting relationships by providing responsive communication and trusted guidance every step of the way.

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