Expert Remote Tax Services

Get Started with Coastal Tax Specialist

Taking the first step toward stress-free tax filing is simple. Follow the steps below and our team will take it from there.

Step 1: Tell Us About Your Tax Situation

Begin by completing our short intake form. This helps us understand what type of return you need, whether you're a domestic filer, expat, or small business owner, and how we can best serve you. It takes less than five minutes.

Coastal Tax Specialist Intake Form

Step 2: Receive Your Quote & Submit Your Documents Securely

Once your intake form is submitted, our tax specialist will review your information and reach out with a personalized quote based on our published pricing. Along with your quote, you will receive a secure file-sharing link through Encyro, our encrypted document portal. Encyro is fully GDPR-compliant and requires no account creation on your end, simply click the link and upload your documents safely and easily. Your sensitive financial information is protected every step of the way.

Documents you may need to gather depending on your situation:

• W-2s, 1099s, or foreign income statements
• Prior year tax return
• Social Security Numbers for yourself and any dependents
• Investment or banking statements
• Business income and expense records
• Any IRS correspondence

What Happens Next?

Once we receive your intake form and documents, a member of our team will reach out within 1 business day to confirm receipt, answer any questions, and outline next steps. You'll receive your completed return for review before anything is filed, and payment is collected securely via invoice upon completion.

Not Sure Where to Start?

No problem! We're here to help before you even fill out a form. If you'd like to speak with our team first to determine which service is right for you, please call us at 808-491-3663 or email us at [email protected].