Coastal Tax and Accounting, LLC

Coastal Tax and Accounting, LLC

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and personal care provided. Many highlight the ease of tax preparation, thoroughness, and quick responses to questions. Several appreciate the expertise in handling complex tax issues, including business finances and IRS complications. The supportive, trustworthy approach alleviates stress, making clients feel valued. Long-term clients and newcomers alike highly recommend the service for its reliability, clear communication, and dedication to client needs. The overall sentiment is overwhelmingly positive, with repeated emphasis on satisfaction and loyalty.

About This Listing

Accounting
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Real Estate
Restaurants
Hospitality
Professional Services
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Real Estate
Restaurants
Hospitality
Professional Services
QuickBooks

Contact Information

Address

124 S Jefferies Blvd

Walterboro, South Carolina 29488

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Ms Brannon Montgomery took care of our business and personal taxes, even though I had made them all kinds of screwed up. She and everyone I've worked with at Coastal Tax and Accounting, LLC have been great and easy to work with. I highly recommend them!

Could not be more grateful to Brannon and her team at Coastal Tax. She made my stress vanish by helping me get all my tax ?ducks in a row?. Having your own small business is hard enough but having someone you truly trust to help you manage your taxes and finances with ease is truly exceptional. I can?t say enough good things about Brannon and her magical ways of making the tax filing process so easy and smooth! Sincerest thanks ladies! ??

An absolute godsend! I was left with my back against a final deadline by my previous accountant falling ill when I reached out to Brannon for help. With her calm and smooth demeanor, she eased my anxieties and said, ??we will get it taken care of.? With perfect follow through, she did exactly as she said and finished both my business tax return and personal tax return in record time. I am amazed! I have started telling my other small business friends about Brannon already. I am so very grateful for he

Brannon is WONDERFUL! She takes the time to answer all your questions and makes you feel comfortable and heard. Brannon is extremely passionate about making sure you are the priority. She cares deeply about her clients and delivers your needs promptly. I cannot recommend her enough!

I have known Brannon for 25 years and she has been my accountant for 10 years. My firm had an issue on a payroll tax return that was filed incorrectly by our payroll company. Brannon was able to determine how best to proceed, helped me along the way, and in the end, was able to secure the Employee Retention Tax Credit for my firm. We were happy to receive the tax credit, and Brannon was a lifesaver both before, during, and after the Pandemic. On a personal note, you will not find a better person that Bra

Coastal tax and accounting is amazing. This is our second year using them. They are always available to answer questions with a quick response. I recently contacted Brannon about a new tax situation. She evaluated our new situation, came up with a plan and we implemented the changes she suggested. We totally recommend this company!

Brannon Montgomery is reliable, dedicated and professional. She is also a wonderful communicator and has helped my husband and I with our tax and accounting needs as we built our new business. I highly recommend Coastal Tax & Accounting!

This is my first time using Brannon for my taxes and I will never go to another accountant. She is a great communicator. She was very professional and timely. I would highly recommend you use Coastal Tax and Accounting for your taxes!

Brannon is the best! I wouldn't want anyone else to do our taxes. Very thorough and reliable. They also do business, not just personal. If you want the best service go here, you wont be disappointed!

I can?t say enough good about Brannon! She helped understand so much about how to handle my business finances. I felt so taken care of and heard in what can be hard to translate to a newbie.

Brannon really took the headache out of tax preparation for me. I tried to file by myself and ran into all kinds of problems including letters from the IRS. She is professional and trustworthy and I highly recommend her.

I followed Brannon when she left her old firm to start her new one. Not sure there's any greater compliment than that. I feel like Brannon cares about me and my little family and that's why I'll stick with her always.

This company has made an otherwise intimidating and cumbersome process easy and efficient. Brannon Montgomery is highly professional, knowledgeable and easy to understand. I highly recommend this company for your tax and business needs!

First time working with Coastal in 2022 after buying my long-time accountant's firm. Excellent experience after the change in ownership. Great communication during the process with no unique issues. I highly recommend Coastal Tax and Accounting for others needing a knowledgeable accounting firm.

So professional and thorough. Highly recommend!!!! Thanks so much for making this go as smoothly as possible. ?????? Brannon is a close friend both personally and professionally! Bravo

This is my 1st year being a small business owner, and Brannon really has helped me understand my QuickBooks and tax prep was a breeze for my husband and I!

Courteous and professional! I was in need of serious help with my taxes! Any questions I had they were answered promptly as well as helping me in such an expedited manner! I couldn't ask for anyone else to help me with all my tax needs!!

Brannon and her staff are wonderful. They are always super helpful and will do anything they can to help if an issue or concern arises.

No need to look any further for your tax and accounting needs; you?ve found the best tax and accounting firm in South Carolina!

I highly recommend Coastal Tax and Accounting. I've used them for several years. They provide reliable services and have very friendly staff.

It?s been great working coastal tax. Great work ethic?s and quick turn around times.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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