About
Proudly
Serving All 50 States
Coastal CPA Firm, your trusted partner in financial success. Since our establishment, we’ve been serving individuals and businesses along the coast with professional accounting services and personalized solutions.
About
The Firm
Our team of certified public accountants brings together decades of combined experience in helping clients navigate the complex world of finance, taxation, and business planning. At Coastal CPA Firm, we believe in building long-lasting relationships with our clients based on trust, transparency, and exceptional service.
The Reviews
Are In
John was super helpful and made the tax process easy and smooth for my photography business. The office staff is incredibly friendly and kind, too! I highly recommend his firm to other small businesses like mine!
John and his team made everything so convenient for us. He was always available for questions when needed and his attention to detail saved us! Couldn’t recommend enough, 5/5!
In 2023 my wife and I each launched new businesses. In 2024 John helped up establish the best plan for both businesses. In 2023 we did not know what we were doing. In 2024 we had John as an incredible guide to help navigate and establish good working practices. Going into 2025 we are more confident than ever and couldn’t be more grateful to have John and Coastal CPA on our team!!
Our
Software Partners
Frequently Asked
Questions
How can you help me achieve my financial goals now that you know my tax situation?
We can help you achieve your financial goals by developing a personalized tax strategy that aligns with your current situation, ensuring compliance while maximizing deductions and credits.
How can you help me reduce my taxes?
We help reduce your taxes by analyzing the structure, timing and character of your income, and comprehensively planning to minimize your lifetime tax obligations using tools such as entity optimization, deduction and credit identification, income acceleration or deferral, and income shifting.
What tax reduction strategies would you recommend based on my situation?
Tax planning is highly specific to your facts and circumstances, but we always start with a review and correction of your prior returns and entity selection. Also, the foundation of tax planning for businesses is up to date and correct bookkeeping.
How do you bill for your services?
We offer competitive pricing with flexible payment plans, and we discuss all costs upfront to ensure transparency and no hidden fees.
Are you certified to work in any state?
Yes! Coastal CPA Firm is able to work with clients in all 50 states for both individuals and businesses. So if you’re looking for basic accounting or an in-depth tax analysis look no further!
