About us
About Us
Welcome to Coastal Bookkeeping & Tax Services
Our mission is to provide dependable, judgment-free support to individuals and small businesses, empowering them to manage their finances with confidence and clarity.
Our Simple Workflow
Step 1: Consultation
We begin with a consultation to understand your financial needs and goals, setting the stage for our work together.
Step 2: Planning
Our experts create a tailored financial plan designed to address your unique circumstances and objectives.
Step 3: Implementation
We execute the plan, taking care of all necessary documentation and actions to ensure compliance and tracking.
Step 4: Ongoing Support
We provide continuous support and periodic reviews to adjust your strategies as needed and keep you on track.
Understanding Our Features
Discover the key features that set our services apart and help you achieve your financial goals.
Meet Our Dedicated Team
Senior Tax Advisor
John Doe
Lead Bookkeeper
Jane Smith
LLC Formation Specialist
Mark Johnson
Client Services Manager
Emily Taylor