Coastal Tax and Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- 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: restaurants, real estate, property management, medical, professional services (self-reported, from the firm's own website)
0 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Coastal Tax and Accounting | home page | |
| Website | https://coastaltaxandaccounting.com/ | home page | |
| Office locality | Walterboro, SC | home page | |
| Phone | +18435495561 | home page | |
| Offers bookkeeping | Documented: ...and CFO services to give you time back for what matters most. service includes: Payroll Bookkeeping by Quickbooks Certified Pro Advisors Cash Flow Management Financial Statement... | /what-we-do/small-business-services | |
| AP / AR | Documented: ...This is what we do best at the firm. We handle day-to-day transaction coding, accounts payable, accounts receivable, payroll, management financial reporting, financial statement... | /what-we-do/small-business-services | 4 pts (max 4) |
| Payroll coordination | Documented: ...firm. We handle day-to-day transaction coding, accounts payable, accounts receivable, payroll, management financial reporting, financial statement analysis, and CFO services to... | /what-we-do/small-business-services | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...coding, accounts payable, accounts receivable, payroll, management financial reporting, financial statement analysis, and CFO services to give you time back for what matters most.... | /what-we-do/small-business-services | 6 pts (max 6) |
| Industries served (documented) | restaurants, real estate, property management, medical, professional services, law firms, insurance agencies | home page | 5 pts (max 5) |
| What is included / excluded | Documented: ...analysis, and CFO services to give you time back for what matters most. service includes: Payroll Bookkeeping by Quickbooks Certified Pro Advisors Cash Flow Management Financial... | /what-we-do/small-business-services | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 6 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); Software supported (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: South Carolina Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 21 evidenced items come from Coastal Tax and Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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