About Us

Firm Background

Coastal Family Tax Advisors is located in Cape Coral, FL and is an expert in all areas of accounting, bookkeeping, consulting, outsourcing, payroll and business services.

Welcome to Coastal Family Tax Advisors.

Coastal Family Tax Advisors, based in Cape Coral, FL, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately. Our bookkeepers can also assist in setting up and training your staff on the financial systems that you might be using or installing, such as QuickBooks 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. Accounting services no longer require in-house staff and all the accompanying overhead expenses and hassles. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.

We have developed a unique system that makes it quick and easy to file your taxes. Whether you live overseas, or simply prefer to work with us remotely, you will find our services are the right fit. We provide the same level of service online that you would receive sitting in our office, and we utilize the most secure methods in transmitting your private information. 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
Financial Planning
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 (866) 238-2923 or by m.laliberte@cf-taxadvisors.com for a free consultation.

Privacy Policy

Coastal Family Tax Advisors focuses on implementing fair information practices that are designed to protect your privacy.

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Referrals

Thank you for your support. Referrals mean the world to us!

Referrals are welcome!

Referrals are the cornerstone of any service business. This firm relies on satisfied clients as the primary source of new business, and your referrals are both welcome and most sincerely appreciated!

Absolute Confidentiality

Since your referrals are generally business owners you are well acquainted with, you may have some concern that your business matters will be discussed with the new clients that you refer. This office guarantees the confidentiality of client information. Your personal, financial and tax data will not be shared with anyone else.

An Expression of Confidence

When you refer clients to us, you are expressing your faith and confidence in the services that we offer and will continue to provide to you. You may have business associates who need professional bookkeeping assistance or family and friends who struggle to do their own books every year. No matter who you refer, rest assured that their individual needs will be handled in the same professional manner as yours have been.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MA, ME, MI, NH, NY, RI, VA, and VT. No offers may be made or accepted outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Coastal Family Wealth Advisory makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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Florida Office:

401 SW 38th Place

Cape Coral, Florida 33991

Massachusetts Office:

1213 Purchase Street, Unit 2
New Bedford, Massachusetts 02740

Main Number:

Office: 774-219-7798

Coastal Family Wealth Advisory