Expertise. Peace of mind. Courtesy of Coast Financial Services, Inc. Accurate, timely accounting information is vital for any successful business. Our experienced, knowledgeable staff is ready and waiting to provide you with incomparable personalized service, whether you need it on a temporary or ongoing basis. Here are just some of the specialized services available to Coast Financial Services, Inc. clients: Monthly and Quarterly Accounting Solutions (retainer service):   Set-up and maintenance of accounting system Set-up of standard CFS chart of accounts Checking account reconciliation Recording of transactions into general ledger or review of client prepared general ledger Enter into general ledger one credit card and expense distribution Review of balance sheet accountant balances Maintenance of fixed asset detail listing Preparation of compiled financial statements and suplimental information Business Compliance  (included in monthly or quarterly accounting unless noted): Preparation of Sales tax – monthly or quarterly Withholding statement for employees – W-2 Forms Preparation and electronic filing of 1099s (additional fee) Consultation  (included in monthly or quarterly accounting unless noted): Unlimited conversation via the phone or in our office with CFS assigned accountant Tax Planning and Return Preparation Services (included in monthly or quarterly accounting unless noted):   We view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership. But our dedication to you doesn't stop after April 15. All through the year, we keep up to date on current tax laws to minimize your tax liabilities and to maximize your future opportunities. Advise on new tax laws which affect businesses Review of prior year tax return at initial set-up “Off-season” tax planning Resolution of all correspondence from taxing authorities (if CFS prepared the return) Business tax return prepared –additional charge  Self employment tax – social security- prepared Estimated income tax quarterly payments reminders Personal tax returns prepared additional charge, (schedule C at no additional charge) Business property tax returns prepared -additional charge Corporate and partnership returns prepared - additional charge Payroll Solution Services:    In today's hectic business world, it's a challenge to juggle all the daily tasks that keep your business running efficiently. One of the most time-consuming tasks any business owner faces is payroll. Wouldn't it be helpful to rely on a trusted, accessible business partner to handle your payroll functions, from issuing checks to filing the necessary tax returns? We're here to lend a hand with our payroll services: Each Pay Period: payroll checks or direct deposit, Employee Earnings Statement, Payroll Journal, Paycheck Register, and client data entry worksheet, instructions on taxes to be paid, with appropriate coupons, or Electronic Fund Transfer PS payments executed automatically and notification of payment sent to you via email Quarterly: 941 quarterly return, state Quarterly Wage and Withholding Report Annually: 940 Employer’s Annual Federal Unemployment Tax Return, State Annual Reconciliation Statement Employee/Employer W-2, W-3 Re-cap – wage and tax statement, non-employee 1099’s, 1096 summary

Additional Services   Auditing Services Third parties who rely on your financial statements often require an audit for assurance. Our detailed audits include: Examination of your company's financial statements' adherence to generally accepted auditing standards Examination of internal controls Complete, substantial testing of the information underlying your financial statements Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles  Business Valuation Services ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy-sell agreements... In cases like these, you need to know what your business is worth. We're here to guide you through what can sometimes be a difficult process, with a comprehensive analysis that will help you make informed decisions. Tax Resolution Services Don’t let the threat of IRS debt collectors haunt you any longer. Coast Financial Services, Inc., a Professional Tax Corporation, has helped taxpayers looking to resolve their back taxes for over seven years. Our tax professionals have years of experience in successfully working with the IRS and have saved our clients tens of thousands of dollars along the way. We will work with you to help resolve your tax liability and get you the IRS tax relief you deserve.