Coastal Tax Advisors
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About
Founded in 2014, Coastal Tax Advisors is a tax planning-focused CPA firm based in San Diego, CA. Offering a range of services from year-round advisory to part-time CFO services, Coastal Tax Advisors specializes in helping individuals and businesses optimize their financial operations. Founding partners Jake Lincoln and Dave Morgan ensure a personal touch and strategic planning, safeguarding personal assets and optimizing hard-earned dollars. Their experience spans a wide range of industries, including construction, manufacturing, finance, and real estate, making them a versatile choice for financial guidance.
Highlights
11 years in business
Serves San Diego , CA
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Tax Preparation
Individual Tax Preparation