Coastal Tax and Accounting, LLC

Coastal Tax and Accounting, LLC is a Certified public accountant in Walterboro, SC. The firm serves small businesses, individuals, and organizations with a focus on tax preparation, accounting, and advisory services. Their team includes CPAs and QuickBooks Certified Pro Advisors who utilize cloud-based systems to provide real-time support to clients across the United States. They hold a perfect 5.00 rating based on 23 reviews. The firm operates as an outsourced accounting, tax, and advisory department, handling day-to-day transaction coding, accounts payable, accounts receivable, payroll, and management financial reporting. They provide CFO services, financial statement analysis, and litigation support for business disputes. Their tax preparation services cover sole proprietors, partnerships, S corporations, estates, trusts, and C corporations. They also offer quarterly tax planning packages to help clients estimate payments and manage deadlines. Additional services include research and development tax credit guidance, multi-state tax reporting, and financial fraud investigation. For individuals, they provide personal financial planning, retirement planning, estate planning, and wealth management. They also handle unique non-profit accounting needs, tracking revenues from donations and grants. The team also includes Brannon, a Managing Partner with over 15 years of experience in small business accounting and tax preparation, who holds a Bachelor of Science degree in Mathematics from the College of Charleston. Heather has served the firm for six years, bringing a background in operations and customer service. The team combines decades of experience in banking, hospitality, and accounting to provide comprehensive financial solutions. Coastal Tax and Accounting, LLC maintains a solid reputation among the customers it has served, reflected in its consistent five-star ratings. The firm’s long history in Walterboro and its specialized focus on small business and individual tax needs make it a trusted resource for local financial planning. With a team of certified professionals and a commitment to cloud-based efficiency, they continue to support the financial health of businesses and individuals in the region.

Coastal Tax and Accounting, LLC is located on South Jefferies Boulevard, situated about a tenth of a mile from the Colleton County Courthouse and the Colleton County Confederate Monument.

BizScoreAI awarded the business a Technical score of 91 out of 100, which ensures the website is secure and easily readable by search engines. The firm also received a Discoverability score of 75 out of 100, confirming that AI crawlers can access every page to facilitate recommendations.

Services:

• Outsourced Accounting
• QuickBooks Consulting
• Small Business Advisory
• Tax Preparation and Planning