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Tax Professionals & CPAs

Our clients often face complex tax situations. As a result, it is of great importance that we at Coastal Wealth Planners are aiding in the overall financial plan by incorporating tax awareness into our approach. From tax-efficient investing, charitable giving, tax-favored accounts and proper tax planning for future projections. We find that working closely with the tax professionals of our clients produces world-class results. We will work closely with you to ensure that all of our planning and actions seamlessly integrate into the tax strategies that make the most sense for our mutual clients.  Should you have a need to discuss any client situation now or in the future please contact us today!