Thoughtful Tax Guidance.
Personal Service.
Tax preparation, planning, and ongoing advisory for individuals and families who value thoughtful guidance and a long-term relationship.
Tax Services Built Around the Bigger Picture
We provide tax preparation, planning, bookkeeping, and ongoing advisory with an emphasis on understanding your full financial picture—not simply completing a return.
Individual Tax Preparation
Careful preparation of individual income tax returns with attention to the details, decisions, and circumstances that affect your broader tax picture.
Ongoing Tax Advisory
Year-round guidance for tax questions, changing circumstances, and important financial decisions where tax considerations matter.
Tax Planning & Projections
Forward-looking tax projections and planning designed to help you understand potential tax consequences before year-end—not after the return is filed.
Who We Work With
We work with individuals and families whose tax situations have grown more involved over time — multiple sources of income, investment activity, or trust and estate matters that reach into a family’s returns.
Many of the people we work with are professionals whose circumstances changed faster than their tax arrangements did. Others simply want more than a return prepared once a year and filed without conversation.
If you are looking for an ongoing professional relationship rather than a seasonal transaction, we are likely a good fit.
A Small Firm, On Purpose
Coastal Pine Advisory was built around a straightforward idea: that good tax work depends on knowing the person behind the return. The people who do the work are the people you talk to.
Coastal Pine Advisory is led by Brian McCool, CPA, CFP®, with Emily McCool overseeing bookkeeping and client operations. Together, they built the firm around a more personal approach to tax and financial guidance.
Let’s Start With a Conversation
Whether you are weighing a decision with tax consequences or simply want a more considered approach to your return, we are glad to talk it through.