Tax Preparation

Welcome to Your One Stop Accounting Solution for Your Business

Contact Us

At Coastal Florida Financial Services, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and assist in reaching their financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills, and notices.


Preparing your own income tax return can be a task that leaves you with more questions than answers. According to a study released by the US Government’s General Accounting Office, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there’s no substitute for the assistance of an experienced tax professional. By signing your tax return, you are responsible for all the information on the forms. If you do your taxes yourself, that means you're the one the IRS will come to with any questions — possibly years after you've filed. 

Here’s What You Get…


  •  Your tax return will be checked and rechecked by our computer software identifying potential problems the IRS may look at more closely and reviewing the math to limit IRS contacts.
  •  Your tax return can be filed electronically so you will get a refund back quicker.
  •  We will show you potential deductions to limit your tax liability for next year. In addition, we will give you a sheet of commonly overlooked deductions to limit the following year’s tax liability.
  •  We can assist you in responding to the IRS should they have any questions in the future.

Do You Need Assistance With Your Bookkeeping?

You're a small business owner with lots to do. We're professional bookkeepers with experience serving entrepreneurs. Let us take bookkeeping off your hands forever—so you can focus on what matters most. 


If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year. 


Please call us today – we’ll be happy to offer you a free initial consultation.

Tax Icon

Accounting and Tax Services in Martin, St. Lucie, Palm Beach, Broward, Dade

Contact Us