Coastal Advisory Group

Welcome to Coastal Advisory Group

About Us


SAVINGS IS OUR BUSINESS

We've made savings our business so you can stay focused on yours!

KNOWLEDGE, EXPERIENCE AND A FRESH SET OF EYES.

 We’ve saved companies just like yours over $500M. 

WE UNDERSTAND THE VALUE OF TIME

We will work quickly to determine which programs you may qualify for and provide an estimate of how much savings benefit you may be looking at.
 

SERVICES/TEAM/BENEFIT


Specialized Tax Incentives

Our proprietary software helps identify local, state, and federal tax incentives available for your business.  On average, for a small to mid size company, we are able to identify over $200k. 

Corporate Expense Reductions

Our 11 point expense analysis identifies overcharges and billing errors in key expense areas such as Credit Card Merchant Processing, Parcel Shipping, Waste & Recycling, Property Taxes, and Workers Compensation Premiums. 

Our Team

Our Team of Consultants, Project Managers, Engineers, Intellectual Property Attorneys, and Expense Auditors work together seamlessly to uncover Expense Reductions and Specialized Tax Incentives. 

Over 90% of all businesses can benefit from our services!

We have helped thousands of companies reduce reduce expenses and obtain large federal tax incentives that would otherwise go uncaptured.  Our services are not limited to any single industry focus.


 

    

Contact Us


WE’D LOVE TO WORK WITH YOU!

 Contact us for a free 15 minute review. 

Coastal Advisory Group, LLC

919.457.0460