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| Coast Financial Services, Inc. |
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Overview:
Coast Financial Services, Inc. has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.
Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail - whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges.
Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.
This office provides many services, including the following:
Individual Tax Preparation
Business Tax Return Preparation
Gift & Estate Tax Return Preparation
Partnership & Corporate Tax Preparation
Estate and Succession Planning
Tax & Education Planning
Out-of-State Returns
Business Start-Ups
Whether you are a start-up business, a growing Santa Cruz business or a mature corporation, Coast Financial Services, Inc. has the expertise to help you. Through prompt and timely service, along with an intimate knowledge of the rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business.
We can handle it all, from your payroll needs to banking and check writing. If you’re having issues preparing your financial statements, we can tackle them for you. You name it…we can do it!
Why hire staff? Let Coast Financial Services, Inc. do your monthly bookkeeping at a fraction of the cost of a full-time employee.
Our talented team is experienced with all the major accounting software programs. We perform vital accounting functions, such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis.
When you retain our services, we make it a priority to learn your goals and operations quickly so we can hit the ground running. Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other areas that will make your business more profitable.
Coast Financial Services, Inc. considers its role as an experienced and trusted Santa Cruz advisor on issues of critical importance to your business: new start-ups, finance, operations and profit planning.
Our advisors can help you by delivering services that keep your business on the right track in an increasingly complex and rapidly changing environment.
If you want an objective opinion based on years of helping businesses similar to yours, you’ve come to the right place. Relying on our experience in strategic planning, feasibility studies, information systems evaluation, outsourcing opportunity evaluations, estate planning, and mergers and acquisitions could be your best step toward greater success.
We can help you make logical decisions and avoid pitfalls that your business can do without. When you retain our services, you can rest-assured that your business is in good hands.
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