About the Business
Don't pay more in taxes than necessary. Coast Tax Advisors can help you make sure your business is compliant, taking full advantage of write-offs, deductions, and tax credits. Tax planning can create a desirable outcome when it comes to taxes and shield you from unexpected liabilities. Our team of experts provide the strategies and tools to make it work for you.
If you're running a business without a senior advisor, you may be missing out on opportunities. We offer a range of business consulting services to help you achieve your goals. Our business tax planning services can help businesses avoid potential tax problems. We also provide estate planning services so you can navigate the process step-by-step. Finally, our Part-Time CFO service gives you access to a professional financial manager who works with you to ensure your business succeeds.
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- Founded by Jake Lincoln and Dave Morgan, Coastal Tax Advisors' is based on three principles, not centered on what we do, or how we do it, but why we believe we do it. 1. We believe that people who have a vision for what you want out of life should be able to work with a CPA that can play a significant role in that vision. 2. We believe that we have the right blend of experience to solve a wide variety of challenges, enabling us to see beyond the scope of a traditional CPA firm. 3. We believe that relationships built on authenticity, longevity, and trust builds a foundation for decisive and pivotal success. Vision & Mission Our vision is to change the perception of what a certified public accountant can accomplish for you, and to shape the future of the accounting profession as a thought leader. The mission of Coastal Tax Advisors is simply to be the place where you look for both answers and innovative solutions that drive real value.
- (858) 484-1955
- 13520 Evening Creek Dr N, San Diego, CA 92128
- Visit Website
Opening Time
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Mon
9:00 AM - 4:30 PM
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Tue
9:00 AM - 4:30 PM
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Wed
9:00 AM - 4:30 PM
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Thu
9:00 AM - 4:30 PM
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Fri
9:00 AM - 4:30 PM
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Sat
Closed
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Sun
Closed