Coastal CPA Firm
What we could verify
- Registered business?
- Registration found: Florida Division of Corporations, status Active (Sunbiz quarterly file of 2026-07-10), formed 2022
- CPA license or firm permit?
- CPA firm permit active · AD71548 · Florida Board of Accountancy (DBPR public records download)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- None named on its website
Who they say they serve: real estate, professional services, law firms, hospitality (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 2 of 5 core services; CPA license verified with the state board; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Coastal CPA Firm | home page | |
| Website | https://www.coastalcpafirm.com/ | home page | |
| Office locality | Ormond Beach, FL | home page | |
| Phone | +18334140886 | home page | |
| Offers bookkeeping | Documented: ...make informed decisions to grow. Our team collaborates with you to manage your entire bookkeeping process right up to the preparation of financial statements. We make sure your... | /services/accounting | |
| Payroll coordination | Documented: ...at hand. Our group can guide you on the intricacies of how to report tips to your payroll department, what point-of-sale (POS) system you should select and how to integrate it... | /specialties/hospitality | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...with you to manage your entire bookkeeping process right up to the preparation of financial statements. We make sure your records are always correct, organized, and ready for an... | /services/accounting | 6 pts (max 6) |
| Industries served (documented) | real estate, professional services, law firms, hospitality | home page | 5 pts (max 5) |
| Active CPA firm or individual license (state board) | CPA firm permit active · AD71548 · Florida Board of Accountancy (DBPR public records download) | State accountancy board Third-party Sep 26, 2026 expires Dec 31, 2027 | 8 pts (max 8) |
| Onboarding described | Documented: ...maximizes reinvestment potential and aligns with your long-term goals. To kick off our process, we need to take a look at how your business operates. We also need to see how the... | /services/tax-advisory | 4 pts (max 4) |
| Entity found in the state business registry | Business registration found: COASTAL CPA FIRM PLLC · FL document no. L22000383235 · Florida Division of Corporations · Active (Sunbiz quarterly file of 2026-07-10) | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2022-08-31 (file date of the formation filing of a Florida-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Reporting cadence stated (0 pts, max 4); Named contact / team (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Communication channel / process (0 pts, max 3).
- Active CPA firm or individual license (state board): Florida lists an ACTIVE CPA firm permit (Current) under this name, expiring 2027-12-31. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Florida Division of Corporations (Sunbiz) corporate data file lists COASTAL CPA FIRM PLLC (FL document no. L22000383235), status Active (Sunbiz quarterly file of 2026-07-10), checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2022-08-31 as the file date of the formation filing of a Florida-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 23 evidenced items come from Coastal CPA Firm's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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