Full-Cycle Services for Growing Businesses
| Service | Deliverable |
|---|---|
| Annual Corporate & Partnership Returns | 1120, 1120-S, 1065, or Schedule C filed accurately and on time. |
| Quarterly Tax Projections & Estimated Payments | Attorney-reviewed cash-flow models that prevent ugly surprises. |
| Multi-State & Nexus Analysis | Determine where you truly owe, register only where required, and avoid double taxation. |
| Sales- & Payroll-Tax Compliance | MA Form ST-9 filings, payroll-tax deposits, and resolution of any EFTPS notices. |
| Shareholder & Partner Basis Tracking | Protect loss deductions and distribution rules with annual basis computations. |
| Depreciation & Cost-Segregation Guidance | Accelerate deductions for vehicles, equipment, and leasehold improvements. |
| Tax-Smart Fringe-Benefit Planning | Set up accountable plans, health-reimbursement arrangements, and retirement plans aligned with owner compensation goals. |
| R&D and Employment Credits | Eligibility analysis, study documentation, and form preparation to capture federal and state incentives. |
| Exit & Succession Planning | Structure buy-sell agreements, plan installment sales, or convert to employee ownership with minimal tax friction. |
Let’s Simplify Your Taxes & Safeguard Your Growth
Complex compliance deadlines, changing state-nexus rules, and shareholder questions shouldn’t drag you away from running your business. Partnering with Coastal Tax means your filings, legal structure, and forward-looking plans are handled under one roof—accurately, on time, and with a sharp eye on liability protection.