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Business Service Packages

Offering a robust range of services to meet your personal and business needs

It’s like having your own accounting department

Let’s be honest: Accounting and tax returns are boring. We understand that the only reason many people look for a CPA is that they are required to file a tax return every year. However, at E3 Coastal Advisors, we like to be more than just your tax preparer, even if the only thing you want us to do is to prepare your annual tax filings.

For those clients who have a tax-only engagement with us, we offer a lot more than just a tax return. We offer tax planning, including projections and end-of-year tax ideas, as part of our Advisory Service Plans. We believe these items are way more valuable to you than 100 pages of confusing forms and tax legalese, which usually just gather dust in a file folder somewhere.

In even our most basic Advisory Service Plans, we offer a mid-year tax planning tune-up and consultation. These are complimentary consultations. Yes, to be fully transparent, you are paying for it in some fashion with your tax preparation fees included in the Advisory Service Plan. However, our goal is to be upfront about what these fees include, and we include them in all of our Advisory Service Plans because we strongly believe this is a valuable service that most tax professionals do not offer.

E3 Coastal Advisors specializes in small businesses that generally have 100 employees or less. Why? We want to help our clients and, more importantly, we want to help the business owner directly. In our experience, once a business gets to a certain size, multiple levels of management and other complexities start getting in the way. We find that we can provide our best work, and our clients can get the best results, when we focus on our direct relationship with our business owners instead of going through assistants or middle management.