service - Coastal Bookkeeping & Tax Services

Our Services

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.

Tax Preparation

We prepare accurate and timely federal and state tax returns, focusing on compliance and maximizing your deductions for peace of mind.

Bookkeeping Services

Our monthly bookkeeping services keep your business financially organized, providing transaction tracking, reconciliations, and financial reports to support your growth.

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.

LLC Formation Assistance

We guide you through the LLC formation process, helping you prepare and file the necessary documents for your new business (note: we do not provide legal advice).

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.

Tax Preparation Training

Learn how to prepare tax returns, understand IRS compliance, and build the foundation for your own tax business with self-paced online learning.

Business Financial Planning

We assist businesses in developing robust financial plans to ensure sustained growth and stability in the ever-changing market.

Lorem Ipsum has been the industry's standard dummy text ever since the 1500s.

Payroll Services

Our payroll services ensure that your employees are paid accurately and on time, freeing you to focus on your core business operations.

bookkeeping packages

Affordable Pricing Plans for Everyone

Basic Plan

Per Month

$150

Best for very small businesses or sole proprietors with low activity

Includes:
* Monthly Bookkeeping for up to 50 transactions
* Bank Account Reconciliation ( 1 account)
* Basic Monthly financial reports (Profit & Loss, Balance Sheet)
* Email Support
* Annual Preparation of one individual return

Good for Freelancers, Consultants, or new LLC's

Select Your Plan

Standard Plan

Per Month

$300

Most common option for small businesses

Includes everything in Basic, plus:
* Up to 150 monthly transactions
* Bank & credit card reconciliations (up to 3 accounts)
* Monthly financial reports with review
* Basic expense categorization and clean up.
*Quarterly financial check-ins
*One individual tax return included annually

Good for: small service businesses with steady activity

Select Your Plan

Premium Plan

Per Month

$500

For growing businesses that need more support

Includes everything in Standard, plus:
*Up to 300 monthly transactions
* Up to 5 bank and credit card accounts reconciled
* Monthly financial performance summary
* Priority Support
* Assistance with sales tax tracking
* Quarterly tax planning review
* One individual tax return included annually

Good for: established businesses with higher transaction volume

Select Your Plan

Elite Plan

Per Month

$850

For Businesses that want more hands on support

Includes everything in Premium, plus:
* up to 600 monthly transactions
* unlimited bank and credit card reconciliations
* monthly financial review meeting
* Budget tracking and forecasting
* Basic payroll reporting support.
* Priority Response
* One individual tax return included annually
* Year end bookkeeping review for tax filing

Good for: businesses with employees or multiple accounts

Select Your Plan