(727) 724-4030
We're here to help
Your time and energy are precious. Working with Coastal Tax Partners, a trusted and professional business, gives you the freedom necessary to focus on the most important aspects of your personal and professional life. Get in touch to learn more about how we can help.
OUR SERVICES
Solutions for Individuals and Business
INCOME TAX PREPARATION
The Coastal Tax Partners team is dedicated to staying up-to-date on all regulatory and legislative developments, both locally and nationally. When you hire us, you can count on receiving accurate guidance. We prepare individual, business, trust, and estate returns.
TAX PLANNING
We provide tax planning for individuals and businesses. Having a plan for the next year is key to managing your tax obligations and taking advantage of what's available to you.
IRS TROUBLE? TAX RESOLUTION
Whether you're behind on filing and/or paying your taxes, we're here to help. We can work with you and the IRS to resolve just about everything.
CONSULTING
Having a very broad range of experience and expertise between industries and education is what makes this service so valuable.
While serving as CFO to clients for the past 16 years, using our knowledge and strategic planning we've achieved great things.
Understanding how to implement, streamline, and grow while maintaining momentum is so important to all businesses.
A CERTIFYING ACCEPTANCE AGENT (CAA)
Authorized and registered by the Internal Revenue Service to authenticate and submit Individual Taxpayer Identification Number (ITIN) applications.
In addition to the application, we can also file your income tax return.
**This service may require an in-person meeting.
FIRPTA SERVICES
The disposition of a U.S. real property interest by a foreign person (the transferor) is subject to the Foreign Investment in Real Property Tax Act of 1980 (FIRPTA) income tax withholding. FIRPTA authorized the United States to tax foreign persons on dispositions of U.S. real property interests.
We work with your Realtor & Closing Agent or Attorney and prepare the documents required prior to closing.
BUSINESS FORMATION & REGISTRATION
We will register your business with federal, state, and local agencies.
If you don't have time to wait, we can use expedited services to get you up and running quickly (often within one day).
We do the work for you so you're sure to have the proper registrations required for your location.
Whether you need to form a C-Corporation, S-Corporation, LLC, Partnership, or register as a Sole Proprietor, we can complete the process with personalized service.
You get a real person. Not an online form to nowhere.
BOOKKEEPING SERVICES
Over 30 years of experience bookkeeping, reporting, and using software ranging from SAP to QuickBooks. We can handle it all, so you don't have to. We are Elite Status Certified QuickBooks ProAdvisor's and utilize the latest security compliance, remote connections, and care for your data.
Whatever you need, we can formulate a plan to make it happen. Monthly, Quarterly, or Periodically we can create a plan that fits your needs and budget.
Looking for more information about one of our services? Don’t hesitate to let us know.
HOW WE OPERATE
We work with clients in person and/or remotely.
What's an Enrolled Agent (EA)?
Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
Heather E Steele, EA Laura L Fletcher, EA
