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Tax

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

Tax support tailored to your needs

We can provide clients with the greatest benefit when we are involved in the tax process from start to finish—from your business returns to your individual returns. Sure, you can prepare your own business or individual tax return if you’d like. However, the benefit E3 Coastal Advisors can provide when preparing both individual and business tax returns is that we can advise you on the best planning opportunities for both your business and individual returns when we are involved in both. With most small businesses, the business is not its own island—it has a direct impact on the individual returns and vice versa. Having our arms around both can yield some good tax savings!

  • Personalized—Because every client is different, we examine appropriate deductions and consider your unique situation to help minimize your tax burden.
  • Convenient—From initial collection of tax documents to filing, we provide a seamless digital experience.
  • Year-round support—We are available throughout the year to help you make smart tax decisions and put a sound, strategic tax plan in place.