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Coastie Tax & Financial Planning, LLC logo
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Coastie Tax & Financial Planning, LLC

San Francisco Bay Area, CA, USA

(5)

Get a free quote from this professional

Get a free quote from this professional

‘20 Certificate of Excellence, 2020

About

Coastie Financial, LLC is a veteran-owned business that provides financial services to individuals and businesses. We start with the end in mind. That simple mindset separates us from our competitors. We invest heavily in your financial plans, businesses, and families because we want to see you achieve your goals.

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4 hires on Bark

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Reviews (5)

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5/5

5 customer reviews

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30 June 2019

I don't know what I would do without Eric's expertise.

Reviewed on Google Maps

11 May 2019

will certainly be referring your business to my friends and colleagues. I was thoroughly impressed with how quickly you responded and how personable you were to my concerns and needs. , not to mention Eric’s professional knowledge base. Thanks for all that you do Coastie Financial. You have just earned a new client for life. ~Philip Daniel More...

Reviewed on Google Maps

Verified
20 March 2019

Tax Preparation

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

Verified
20 March 2019

Tax Preparation

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

Verified
19 March 2019

Accounting

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

Coastie Tax & Financial Planning, LLC
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Reply from Coastie Tax & Financial Planning, LLC

Kerstin, That was so kind of you and very much appreciated! Onward and upward, Eric Spragins

Q&As

- QuickBooks Software Sales (we are a wholesaler, so prices are cheaper than online)
- QuickBooks online QUARTERLY service
- QuickBooks MONTHLY services
- QuickBooks Chief Financial Officer services

-Tax Preparation services for small businesses and individuals

- Financial Planning (for individuals: (1) Comprehensive Financial Plan, Budget Planning, Social Security Analysis, 529 College Educations Savings, Thrift Savings Plans (TSPs), 401(K)s, 403(B)s, 457, Traditional and Roth IRAs (2) for businesses: Financial Analysis, Capital Budgeting, and Forecasting). Did I mention we use the world's best financial planning software for now 11 consecutive years with the largest market share. It comes with MX Data Aggregation so we can plan using your REAL assets, which are updated every time you log in the secure client portal. It also does a nice job of combining classroom theory with real-word analysis such as Monte Carlo Analysis. Monte Carlo Analysis takes your current assumptions and runs over a thousand iterations that include potential different investment performance outcomes. It really helps you see the strength (or weakness) in your financial plan.

- 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.

"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.

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

Retiring as a Lieutenant Commander after enlisting at age 19 from the U. S. Coast Guard, a career where I was exposed to many different mission sets including Search & Rescue, Law Enforcement, Operations and Communications, Reserve Program Management, Financial Counselor, and finally Finance & Accounting.

My grandad owned Littleton Hardware, Inc. in North Carolina and I worked there since I could see over the counter. I was attracted to operating the cash register. I was attracted to entrepreneurship.

While obtaining my undergraduate degree in Finance from East Carolina University, I had the fortune to meet Warren Buffett, have lunch with him, visit his stores in Omaha, and more. It was a great experience. He auctions a lunch with him each year that generally brings in $100,000, which of course he donates to the lucky winner's favorite charity.

Because we start with the end in mind. We do this because, without a chart or roadmap, it is more difficult to get to your destination. From the beginning, we ask questions about the end, also known as your end goals. What are we planning for? What is your tax situation? How is your business' books and taxes?

At the end of the day, I have the experience, tons of education and training (thank you Coast Guard), and desire to continuing to serve others. Thank you for considering Coastie Finacial, LLC for your Financial Planning, Accounting, Taxation, or Consulting Needs. By doing business with us, you will help us achieve our goal to hire 40 military spouses before 2030 to provide similar services, but as subject-matter-experts to the military communities where they reside. Win. Win.

Services

Business plan development is a highly sought-after service we provide. We document your plans with government-provided data where available and in accordance with guidance from the Small Business Administration (SBA). We do this so that you have the best chance at obtaining SBA funding or any other funding that you may need to start-up or operate your business.

Coaching, Mentoring, Career Changing, and Life Counseling are services I personally provide. Having moved 15 times in the last 20 years for work, obtaining two post-graduate degrees and multiple professional certifications, I am prepared to hear your story. I the relevant experiences that I had to help you achieve your goals.

As a Certified Government Financial Manager (CGFM), and after serving as the Budget Officer for the largest Coast Guard's District, I am in a unique position to provide consulting services to local municipalities, state governments, and the federal government.

We will always beat the current offer on the QB website.

Coaching / Planning on a variety of issues including but not limited to Thrift Savings Plans (TSPs), the Blended Retirement System (BRS), Individual Retirement Accounts (IRAs), Traditional and Rollover versus Roth, Social Security Analysis, Defined Benefit (pension) plans, Education Savings Accounts (529 accounts), budgeting, debt and/or credit management, and more.

We use a goal-based financial planning approach. After we determine your goals, we identify your assets and then tell the assets where to go. We help you make seemingly difficult financial decisions with confidence.

As an IRS-approved electronic-filing provider, we can prepare your taxes and e-file them for you. We use Intuit's ProConnect Tax Online, which is a Tax Accountant's version of Turbo Tax and is made by the same company (Intuit, Inc.).

First-Time Clients: Your prep price will be $99 plus $25 for each item in the Extras list below.

Repeat Clients: Your tax prep fee will be $149 plus $25 for each item in the Extras list below:

Extras
- Had dependents
- Sold home
- Rented Home
- Taxable accounts with $50K+ or 10 holdings

Inquire regarding business taxes including Schedule C for freelancers, sole proprietors, and LLCs.

We provide four different services for QuickBooks:

(1) Initial software setup
(2) QUARTERLY Accounting Review
(3) MONTHLY Accounting Review
(4) Chief Financial Officer (CFO) Services

In all cases, we prefer to also complete your tax return because it just plain makes sense. We will know your tax situation better than anyone and by combining services you save big money.

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