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Coastal Accounting & Tax
Carolina Beach · Wilmington, NC

Services

Bookkeeping and tax services for life at the coast.

Coastal Accounting & Tax serves small businesses, vacation rental owners, and coastal residents throughout Carolina Beach and the Wilmington area. Below is an overview of our core services; we tailor each engagement to what you actually need.

Ongoing bookkeeping & payroll

Monthly bookkeeping

Ongoing categorization, reconciliations, and financial statements so you always know where your business stands.

Cleanup & catch-up work

If your books are months (or years) behind, we can help you get caught up and ready for tax time.

Payroll & contractor payments

Setup and maintenance of payroll, including direct deposit, tax filings, and 1099 tracking for contractors.

Sales & occupancy tax filings

Support for restaurants, shops, and vacation rentals with sales tax and local occupancy/room tax requirements.

Tax preparation & planning

Individual tax preparation

Federal and North Carolina personal returns prepared with an eye on year-round planning, not just filing forms.

Corporate & partnership returns

Preparation of returns for S corporations, C corporations, and partnerships, coordinated with your bookkeeping.

Estimated tax & withholdings planning

Help you stay ahead of quarterly estimates so tax time doesn’t come with surprises.

We prepare federal and North Carolina returns and coordinate with any other professionals on your team as needed. Our goal is to make tax time a review of what we've already planned—not a rushed scramble.

Advisory & new-business support

New business setup

Guidance on choosing an entity type, setting up your books, and getting processes in place from day one.

Monthly or quarterly advisory

Regular check-ins to review performance, plan for taxes, and talk through cash flow decisions.

How pricing works

Most clients work with us on a flat monthly fee based on the complexity of their books, number of accounts, and whether we are providing tax preparation in addition to bookkeeping. Cleanup and one-time projects are quoted upfront before any work begins.

The best way to get accurate pricing is to schedule a quick call so we can learn about your situation and outline options.