Coastie Tax & Financial Planning, LLC, Aka Coastie Financial, LLC

Coastie Tax & Financial Planning, LLC, Aka Coastie Financial, LLC

5.0 (2)
1 hire on Thervo
1 employee
3 years in business

About this pro

We start with the end in mind.

As a retired Coast Guard Lieutenant Commander and former Chief Petty Officer, I feel re-energized to provide (4) lines of business to those in need of help:

(1) Financial Planning

(2) Tax Preparation for Individuals & Small Businesses

(3) Accounting (Bookkeeping - Quick Books)

(4) Consulting for Individuals, Local, State, & Federal Financial Management, and Coaching (Career Changes, Life Coaching, Football, Basketball. 

While the Coast Guard is an obvious niche, we can help any US taxpayer.  Our business is a high-tech, cloud-based business so we can assist you no matter where you are or where we are. While in the Coast Guard, I've been fortunate to obtain three degrees: BSBA-Finance (ECU), Master of Accounting (NCSU), and MBA-Finance (NCSU).  I also earned the Certified Government Financial Manager (CGFM) designation during my first year as the Chief Financial Officer of the Coast Guard's Fourteenth District, the largest of nine Districts. I led a team that managed part of the CG's $12B dollar budget out of our District Office in downtown Honolulu, HI.  I look forward to learning about others and their life experiences.

As for sports, I absolutely love football and basketball. I played both for four or five years old. Accomplishments: I was an all-state QB and Point Guard my Junior/Senior year. I played in the NC/SC high school football all-star game. I officiated both sports for five years after high school. Growing up, I attended Dick DeVenzio's Point Guard College basketball camp at Duke University, Les Robinson's basketball camp at North Carolina State University and my favorite was the Shot Doctor camp. It was at the Shot Doctor Camp that I learned the fundamentals needed to go on to be known for shooting a "JJ Reddick" shot (that's a compliment). I had the fortune of playing against Tracy McGrady and other (now) old-school stars when they were in high school during AAU basketball summers.this was AAU basketball during the summers. And finally, I was selected for the Junior National's basketball camp as well. So if you need lessons in football or basketball, you won't be disappointed by hiring me. I'm energetic, understand how to teach (taught high school for two years and was the head JV football coach at the 3rd largest high school in NC), and just absolutely love helping others improve. 

Helping others. I can't think of any job-related task where the outcome is providing professional services to make someone else's life (both currently and in the future), better. 

More about me on LinkedIn: or Google Coastie Financial, LLC

Read more about this pro


Warrenton, NC 27589
Email verified
Phone verified

2 Reviews


  • Toni S.

    The overall experience was excellent! Very professional and punctual!

  • Derrick W.

    True professional, timely, consistent, organized, provides more value than ever expected with so many different experiences and a wealth of education. He will be my go-to for tax preparation and financial planning and if I had a business, for that too. Great job, Eric, and good luck on achieving your goal of creating jobs for military spouses to provide better financial services to our men and women in uniform.

Photos & Videos


What is your typical process for working with a new customer?

Our company motto sets the foundation for everything, including the process of onboarding a new client. We try to provide as much information of ourselves as possible on the front in through social media and filling out forms such as this so that we can focus on the client from the beginning. Remember our motto? Start with the end in mind. That will be one of our first questions about you. Where do you want to end, not begin, right? I'm a firm believer in setting goals, saying them out loud, and being held accountable for achieving them. We'll never give up on a client... we work hard!  

What education and/or training do you have that relates to your work?

Master of Accounting, North Carolina State University 2016

MBA-Finance, NCSU; BSBA-Finance, ECU

Certified Government Funds Manager (CGFM).  Worked as a licensed insurance agent and securities broker for Edward Jones Investments and Fidelity Investments. 

QuickBooks Online expertise.

Registered Tax Practitioner with the IRS and authorized electronic return originator. 

Do you have a standard pricing system for your services? If so, please share the details here.

This is a tough question because we offer many different service lines. For taxes, we do it much different than other firms. We don't bill by the hour. We don't bill by the form. We take note of the initial information provided and give you a range that has a CAP!  You will not pay more than the cap.  Bookkeeping, on the other hand, is hourly, but it depends on which employee is doing the work and how complex the job is. If you visit our social media sites including our booking page, you will see that we are as transparent as possible. 

Coaching is normally at a lower rate and generally ranges from $59 - $89 per hour, depending on the nature of the coaching. We always have a two-hour minimum, but no obligation afterwards... but of course we want to see you achieve your goal(s) so I expect we'll have more than one day of training. 

How did you get started in this business?

I started working at my grandparent's hardware store in a small town in NC when I was tall enough to see over the counter. Not long after, I ran the register all day because I really didn't know much about hardware anyway. I think dealing with other people's credit, their businesses, and simply working with cash and credit cards taught me valuable lessons. It gave me the entrepreneurial spirit. Coastie Financial, LLC may have opened just two years ago, but it has been in the works all my life. My mother is also a business owner. 

What types of customers have you worked with?

I have advised customers of all ages and financial situations, predominantly through experiences at Edward Jones Investments, Fidelity Investments, Teaching business and personal finance classes, and providing training and counseling to thousands of Coast Guardsmen and Women as a certified Command Financial Specialist in the U.S. Coast Guard. 

What advice would you give a customer looking to hire a pro in your area of expertise?

Inquire about their experience, education, the type of software they use and why, and finally what cybersecurity measures are in place to protect your personally identifiable information.

What questions should customers think through before talking to pros about their needs?

Customers should find out the details. Google the "pro" and see what you find. After you have checked on their credentials, you should call the pro. That is the best way to learn about their services and it also positions the pro an opportunity to set expectations with regard to what can or cannot be done. We will not attempt something we do not have experience in. How embarrassing would that be! Otherwise, you'll want to know the who, what, when, where, and how of the new professional relationship. We like to give our clients an opt-out after our first meeting so they don't get hustled into a long-term commitment when neither party knows for sure if it will be a good fit. So, do your due diligence and everything will work out just fine. 

Services offered

Accountants Bookkeepers Business Coaches Business Consulting Services Business Plan Consultants Business Tax Preparation Financial Advisors Individual Tax Preparation Tax Accountants Tax Preparation Services