Our firm is proud to have been delivering quality client services in Manatee and Sarasota County for five years.
Our primary CPA, Paul, holds CPA licenses in both Florida and Michigan and has over 30 years of tax, accounting, and financial reporting experience. We have a passion for delivering “best-in-class” financial services to individuals, families, estates/trusts, and small local businesses. Paul has many years of education, including holding a bachelor’s degree in accounting, a master’s degree in tax law, and a Juris Doctor (Law). Paul has used this education to serve clients with their tax and accounting needs. Paul is committed to building on the hard work and success that Coastal Professional Accounting LLC has built over many years. In addition to tax compliance, Paul is available for consultation and tax planning throughout the year.
Carol is our Senior Vice President with over 30-years of business experience. Carol brings her years of experience to Coastal Professional Accounting LLC with a commitment to exceeding client service expectations. Carol provides monthly bookkeeping and financial reporting to small businesses and individuals. Carol is a long-time resident of the Sarasota/Manatee community.
We do offer in-person meetings. However, if you prefer, we do also offer meetings via Zoom.