Coastie Tax & Financial Planning, LLC

Coastie Tax & Financial Planning, LLC

Coastie Tax & Financial Planning, LLC locationHonolulu, Hawaii based, Nationwide Services, USA

(3 Reviews)

Start with the end in mind. Start with a Coastie. Caring. Convenient. Coastie.

We provide virtual individual and small business (or freelancer) tax preparation services with a locker full of communicating options. Beginning with "Intuit Link" (Intuit is the parent company for Turbo Tax, QuickBooks, ProConnect Tax Online **We use each of Intuit's major products!**, and Mint.com), is a secure client portal to share and e-sign documents (whether you have the software required to e-sign or not, Zoom® video conferencing, email, phone calls, and text messages.

We use industry-leading financial planning software (MoneyGuidePro®) to develop personalized tax plans, college savings plans, retirement plans, budgeting, individual and/or comprehensive financial plans, and I love coaching on retirement account setup, strategic uses of all retirement accounts during the withdrawal phase.e of the Thrift Savings Plan (TSP)

Accounting. Utilizing QuickBooks Online, we offer major savings with software. We offer QuickBooks setup and ongoing services. It's best to call for this service as there can be many moving parts.

Consulting. We offer Business Plan Development and a variety of other consulting services such as accounting, finance, strategy, operations, and marketing.

  • 1 hire on Bark.com
Coastie Tax & Financial Planning, LLC Reviews

Reviews


Review of Coastie Tax & Financial Planning, LLC by Eric
5 20/03/2019 Eric

Will be a lifelong client. Business Plan was PERFECT and I received the funding I needed.

Used this pro
Review of Coastie Tax & Financial Planning, LLC by Eric
5 20/03/2019 Eric

Absolutely phenomenal service and expertise. Don't think twice. Hire him before he is at capacity!

Used this pro
Review of Coastie Tax & Financial Planning, LLC by KERSTIN BROOKS
5 19/03/2019 KERSTIN BROOKS

Very happy with the service. Looking forward to a long business relationship.

Used this pro
Coastie Tax & Financial Planning, LLC replied:
Kerstin,

That was so kind of you and very much appreciated!

Onward and upward,

Eric Spragins

Coastie Tax & Financial Planning, LLC


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Coastie Tax & Financial Planning, LLC Q&A

Company Q&A

What kind of accounting services do you provide?

- QuickBooks Setup
- QuickBooks online monthy service
- QuickBooks Chief Financial Officer services

-Tax Preparation services for small businesses and individuals

- Financial Planning (for individuals: (1) Comprehensive Financial Plan, Budget Build, Social Security Analysis, College Savings, Setting Goals with Actionable Steps to help you achieve them, (2) for businesses: Financial Analysis, Capital Budgeting, and Forecasting)

- Business Consulting: Business Analysis and Data-driven recommendations for Finance, Accounting, System Selection (IT), Marketing (narrowing down your niche market and how to reach them).

- Business Plan Development (one of my favorites... and I'm really good at this!). Specialty would be for Small Business Administration (SBA)-backed funding.

Why is it so important for businesses to hire a great accountant?

"You get what you inspect, not what you expect." This quote sums up my approach to accounting. Remember, accounting is backwards looking, while finance is forward looking.

What do you love most about your job?

Flexibility. Helping others. Love for problem solving and creating efficiencies.

What inspired you to start your own business?

Retiring after 20-year U. S. Coast Guard career, I want to continue serving through a different channel. I taught Entrepreneurship is in my blood!

Why should our clients choose you?

Because we start with the end in mind, allowing us to be CARING, CONVENIENT, and COASTIES.
I have a great combination of business ideas with two graduate degrees and professional certifications as a foundation. E-mail, text, or call today.

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  • 1 hire on Bark.com

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