Coastal Consulting & Professional Tax Service
About
Over 35 years of experience in Corporate tax planning and consulting, as well as Individual tax planning strategies for taxpayers of all economic levels. Advocate for retirement planning consulting, estate planning. My skills and knowledge are kept current by attending local and regional seminars and professional conferences. My favorite service is to assist new small to medium size business start off with a sound plan for success.
Working with clients and educating them on easy ways to save taxes. With business clients, I enjoy working with them to set up easy streamlined method of recording the business financial information so a report can be generated at any time to show them the results of their hard work.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Initial meeting, inquiry of sources of income whether personal or business related, inquire of potential new client of what services they need, want. I explain my methods of communication. Never do I use social media.
What education and/or training do you have that relates to your work?
CPA, Licensed in VA, Experienced Auditor, Experienced Tax Consultant, Experienced Small Business Consultant.