Coast Financial Services, Inc.

Coast Financial Services, Inc. Coast Financials Services, Inc. wants to provide you with the tools to succeed! Through services in Coast Financial Services, Inc.

provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We provide qualified accounting professionals who ensure that your financial records are maintained correctly. Our bookkeepers also assist in setting up and training your staff on the financial systems that you might be using or installing, such as Q

uickBooks or other legacy systems. We work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Our services include, but are not limited to:

Online Bookkeeping

Remote Accounting

Review of Financial Statement Chart of Accounts

Business Transaction Process Flow

Review of Management Prepared Financial Statements

Management Analysis of Financial Statements Compilations

Tax Preparation and Advising

Audit Assistance

Budget Preparation

Job Costing

QuickBooks Set-Up

We understand that each business has unique needs. We can create a custom accounting, document management, and storage solution to fit your business. As an added benefit, we are available to answer your questions and help with your ongoing tax planning and changing business needs. Contact us today at (831) 288-3784 or by [email protected] for a free consultation.

It matters how you get there. Wednesday Wisdom from Coast Financial Services Inc.
04/09/2025

It matters how you get there. Wednesday Wisdom from Coast Financial Services Inc.

04/08/2025

The Internal Revenue Service (IRS) has clear guidelines regarding the deductibility of penalties. According to IRS rules, penalties paid to the government for violating laws are not deductible as business expenses or itemized deductions.

04/08/2025

President Trump has issued an executive order for financial payments made to and from the Government to be done by electronic methods effective September 30, 2025.

04/07/2025

It's time to declutter your business finances. Discover 7 actionable tips to improve cash flow, reduce expenses, and refocus your operations this spring. Contact our office to get expert help streamlining your financial systems.

04/07/2025

When's the last time you checked your beneficiaries? Outdated info can derail your estate plans. Watch this video tip to learn why regular updates are key to protecting your wishes.

Here's some motivation for your Monday from Coast Financial Services Inc.
04/07/2025

Here's some motivation for your Monday from Coast Financial Services Inc.

Your Friday tax fact from Scotts Valley based Coast Financial Services Inc..
04/04/2025

Your Friday tax fact from Scotts Valley based Coast Financial Services Inc..

04/03/2025

Navigating the tax treatment of business vehicles requires a thorough understanding of the available deduction methods and their implications. Whether you choose the optional mileage method or the actual expense method, it's crucial to maintain accurate records and stay informed about tax law changes.

Some Wednesday Wisdom from your friends at Scotts Valley based Coast Financial Services Inc.
04/02/2025

Some Wednesday Wisdom from your friends at Scotts Valley based Coast Financial Services Inc.

04/01/2025

When selling a property, one of the options available to sellers is the installment sale. This method allows the seller to receive payments over time rather than a lump sum at the time of sale. This approach can be beneficial for both the seller and the buyer, offering flexibility and potential tax advantages.

03/31/2025

The tax filing deadline is April 15, 2025. If you haven't filed yet, there's still time. Get your return ready now to avoid the last-minute rush.

Address

4340 Scotts Valley Drive Ste J
Scotts Valley, CA
95066

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

(831) 462-0330

Website

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