Coastal Sands Accounting & Tax, PC

Serving Coastal North Carolina

Accounting, bookkeeping, and tax services for individuals and businesses

Reliable CPA & Tax Services in Coastal North Carolina

Bookkeeping, tax preparation, and advisory services for individuals and small businesses.

Clear guidance. No guesswork.

Coastal Sands Accounting & Tax, PC provides professional bookkeeping, accounting, and tax services for individuals and small businesses across Connecticut and North Carolina. We combine accuracy, clear communication, and hands-on support—so you always understand your numbers and you can move forward with confidence.

Clear answers. Timely support. No surprises.

Reliable Accounting for Real-World Business Decisions

Managing finances doesn’t have to be complicated. At Coastal Sands Accounting & Tax, we provide practical, detail-driven accounting services that help individuals and small businesses understand their numbers, make informed decisions, and plan with confidence.

Our approach is simple:

  • Accurate, dependable accounting you can trust

  • Clear explanations — no jargon, no guesswork

  • Ongoing support as your business and needs evolve

Our Services - Accounting, Bookkeeping, & Taxes

Bookkeeping workspace for CPA with laptop, notebook, and coffee

Bookkeeping Customized for Your Needs

Running a business means wearing a lot of hats — and bookkeeping is usually the one no one enjoys. If your books are eating up your time (or keeping you up at night), we can help.

At Coastal Sands Accounting & Tax, PC, we provide flexible, outsourced bookkeeping services that take the pressure off, so you can focus on running your business instead of managing spreadsheets and receipts.

Not One-Size-Fits-All

Every business is different. That’s why we start with a conversation — not a template. Some clients want us to handle everything, while others just need help with the more complicated or time-consuming pieces. Either way, we tailor our services to fit your needs, schedule, and budget.

What We Help With

  • Bank & credit card reconciliations

  • Profit & loss statements and balance sheets

  • Accounts receivable & payable

  • 1099 preparation

  • Sales tax support

  • Secure document exchange

Clear, accurate books — without the hassle of doing it yourself.

Let’s Make This Easier

If you’re ready to spend less time on bookkeeping and more time on your business, we’d love to talk.

Organized accounting records and financial notebooks

Accounting & Advisory Services

As your business grows, you need more than just clean books and filed tax returns — you need financial information you can actually use.

At Coastal Sands Accounting & Tax, PC, we provide practical accounting and advisory services designed for small businesses that want clarity, consistency, and support without unnecessary complexity. Whether you need help understanding your numbers, preparing financial statements, or getting guidance on business decisions, we meet you where you are.

Our services are flexible and customized, and can include everything from ongoing accounting support to reporting, compilations, and consulting — all tailored to your business and goals.

How We Help

  • Small business accounting support

  • Financial statements & compilations

  • Business consulting & advisory services

  • Reporting and analysis for decision-making

  • Ongoing guidance as your business grows

Let’s Make The Numbers Work for You

If you’re looking for clarity around your numbers and a CPA you can rely on, we’d be happy to help.

Tax preparation documents for NC CPA with pen and calculator

Tax Preparation & Planning Made Simple

Tax rules change constantly, and even a “simple” return can get complicated fast. Many individuals and small business owners worry about missing deductions, overlooking credits, or filing something incorrectly — and that uncertainty can be stressful.

At Coastal Sands Accounting & Tax, PC, we take that stress off your plate. We prepare accurate returns and help you plan ahead so you’re not just filing taxes — you’re making smarter decisions year-round.

How We Help

We work with individuals, small businesses, and growing companies on a wide range of tax needs, including:

  • Individual & business tax returns

  • Partnerships & corporate filings

  • Gift & estate tax returns

  • Multi-state and out-of-state returns

  • Business start-ups & new entities

Tax Planning That Looks Ahead

Good tax planning isn’t about last-minute scrambling — it’s about knowing your options and planning before decisions are made. We help clients legally reduce tax liability by identifying opportunities to:

  • Keep more of what you earn

  • Plan for future tax years

  • Reduce taxes on investments, retirement income, estates, and gifts

  • Avoid surprises and stay compliant

Whether you’re just getting started or have been in business for years, we tailor our advice to your situation — no generic strategies.

Let’s Take the Stress Out of Taxes

If you’re looking for clear guidance, accurate preparation, and proactive planning, we’d be happy to help.

Clear Guidance.

Reliable Support.

No Guesswork.

Coastal Sands Accounting & Tax, P.C.

  • Licensed CPA firm with hands-on, owner-level involvement

  • Personalized service — no call centers or rotating staff

  • Secure systems for document exchange and data protection

  • Clear communication and timely, dependable support

Modern NC Tax office workspace with laptop and natural light

Meet the Founder - Your Local CPA

Headshot of founder of NC CPA accounting firm

Lisa Foy, CPA, is the founder of Coastal Sands Accounting & Tax, PC with more than 25 years of experience helping individuals and small businesses make confident accounting and tax decisions.

As a licensed certified public accountant, Lisa works closely with clients to provide clear, dependable guidance, and personalized solutions. No guesswork, just answers you can trust.

NC Certificate No. 48048

We’d Love to Hear From You

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📞 910-778-1105