PenCoast Tax Services

At PenCoast Tax Services, we pride ourselves on being a trusted partner for individuals, families, and businesses navigating the complexities of tax preparation. With nearly two decades of experience, our founder, Brandon Ferrell, has mastered the ever-changing landscape of tax preparation. Brandon's passion for taxation is evident in his approach, transforming complex tax matters into clear and actionable strategies for his clients.

Our Mission

Our mission is to provide personalized, high-quality tax services that empower our clients to take control of their financial future. We believe that every individual deserves access to expert guidance, and our team is dedicated to making complex tax concepts understandable and manageable. By embracing flexibility, technology, and a commitment to financial literacy, we strive to be more than just tax advisors - we aim to be your partners in financial well-being.

Our Services

At PenCoast Tax Services, we offer a comprehensive range of tax preparation services tailored to meet the unique needs of our clients. Our services include:

• Individual Tax Preparation: Expertly prepared tax returns for individuals, including Form 1040 and state returns.
• Corporate Tax Preparation: Customized tax services for businesses, ensuring compliance with complex tax regulations.
• Estate and Trust Tax Preparation: Navigating the nuances of trust returns, ensuring compliance and optimizing fiscal responsibilities and benefits.
• Tax Planning and Retirement Strategies: Offering personalized guidance on tax-efficient investment strategies and retirement planning.

Our Approach

At PenCoast Tax Services, we believe in building strong relationships with our clients, treating each individual with the respect and personalized attention they deserve. Our services are designed to be flexible and adaptable, reflecting the unique circumstances of each client. We take into account the complexities of rental properties, capital gains, and residential energy credits, among other specialized areas.

Our Fees

Our fees are designed to be transparent and reasonable, starting at $475 for our base fee. This fee includes a $100 retainer and $375 for the preparation of Form 1040 and one state return. We also offer flexible pricing adjustments to accommodate the unique needs of each client.

Our Commitment to You

At PenCoast Tax Services, we are dedicated to empowering our clients with the knowledge and tools necessary to achieve their financial goals. Our commitment to transparency, personalized attention, and expertise ensures that you receive the highest level of service and support. Whether you're a first-time client or a long-time partner, we invite you to join us on your tax journey and explore how we can help you achieve financial clarity and confidence.