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Coast Financial Services Accounting & Bookkeeping

Coast Financial Services, Inc., based in Santa Cruz, California, provides a full range of accounting, bookkeeping, consulting, outsourcing, payroll and business services, either in your facility or at our location. We are a full-service accounting and wealth management firm. We specialize in serving clients whose account, tax, and financial planning needs are targeted towards real estate development and small to medium sized businesses with additional expertise in retail, service, consulting, food, and manufacturing industries. CFS is comprised of experienced professional accountants who obtain high standards and offer quality practices. The accountants’ partner with real estate developers, builders, contractors, and investors to advance financial stability within their businesses. We will work with you to ensure that your personal or business processes are conducted in a manner that ensures ongoing integrity in your financial transactions. Advances in technology now allow us to securely provide you with accounting and bookkeeping services anywhere in the world. You can access your financial information and business files online, anytime, for a fraction of the cost of in-house accounting.

Website: coastfinancialservices.com

Phone: (831) 462-0330

Cross Streets: Between Oak Creek Blvd and Kelly Way/Oak Creek Blvd

Interested in our services?

Open now

  • Fri 8:00 AM - 5:00 PM

4340 Scotts Valley Dr, Ste J Scotts Valley, CA 95066 ·2335.75 mi

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Reviews

yelp
3.5 24 reviews
5 star
15 4 star
1 3 star
0 2 star
1 1 star
7
Dave G. 02/09/15

Bob, Gloria, Taylor, and the rest of the team at Coast Financial are as good as it gets for business and personal financial services on the Central Coast. Bob comes with decades of real world...

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Rod M. 10/11/24

Why 1star? The communication for tax year 2022 was the nail in the coffin. I was called and sent info to the wrong email and phone over and over again...even though we corrected them...

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scott v. 09/23/24

No one looks at your stuff, but one person who doesn't even have her CPA license. The owner is so overworked and can not give enough time for reviewing work done because he has to put his name on...

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Jay L. 08/19/24

Extremely unprofessional. I asked Yelp to find tax advisors and they reached out to me saying happy to help. Then a guy asked me to write an email to another guy to schedule a meeting. I did and...

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Rachel S. 10/21/20

I have not been a current client of theirs since early this year, but the problems persist. Aug 12th Coast wrote two checks out of my account totaling $840. I was told my account information was...

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