Tax & Accounting Services

In the same location as Coast Financial Wealth Management is the tax and accounting firm of Coast Financial Advisors, which provides services to small businesses and individuals on both a temporary and long-term basis. They seek to help you navigate through regulations, paperwork and planning so you achieve success.

Coast Financial Advisors provides assistance in the following areas:


  • Tax return preparation
  • Liquidation taxes
  • Payroll taxes
  • Estate planning and returns preparation
  • Tax planning and research
  • Sales and use taxes
  • Corporation tax preparation
  • Partnership tax preparation


They specialize in the more complicated income tax return preparation.  However will help all taxpayers.

They will work with you to analyze your current situation and discover areas to increase profitability, improve cash flow and achieve long-term financial stability. 

*Accounting and/or tax services are offered solely through the firm of Coast Financial Advisors, which is not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC