About Coast Financial Services, Inc.

This blog is written by Bob Mason, CPA and Financial Advisor.  I am the founder and President of Coast Financial Services, Inc.  Coast Financial Services is a full service Accounting firm offering payroll, book keeping and financial statement preparation to family owned and closely held businesses.

Our tax services are offered to individuals and businesses and include tax issue resolution, planning and preparation.

We have offices in both the San Jose and Santa Cruz, California.

The following disclosure is required pursuant to IRS Circular 230: unless expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used , for the purpose of (i) avoiding tax retalted penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. CA Insurance #OGO2400

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