Coastal Tax Advisors
      

Coastal Tax Advisors

  13520 Evening Creek Dr, San Diego, CA 92128

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.

Meet our accountants

JAKE LINCOLN, CPA
Principal
DAVE MORGAN, CPA
Principal

Where to find us

About us

Coastal Tax Advisors is a proactive and strategic tax planning and business development services provider. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers.

Whether you need to develop a winning tax strategy for retirement, are making sure you’re covered for that next big purchase/ sale, or need to build plan out the next expansion phase in your business, we act as your right-hand advisors every step of the way.

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We can help you with:

Individual Services:

  • Estate Planning
  • Financial Consulting
  • Life Events
  • Tax Services
  • Tax Planning
  • Tax Preparation

Business Consulting Overview:

  • Business Planning Services

         -Budgeting & Projections

         -New Business Formation

         -Profitability Analysis

         -Business Consulting

  • Part-Time CFO Services
  • SMB Tax Accounting Services:

         -Reconcile your bank account

         -Generate an income statement

         -Generate a balance sheet

         -Clean up your general ledger

         -Provide unlimited consultations

  • Strategic Business Planning
  • Succession Planning

          -Business Valuation

          -Business Restructuring

          -Tax Consequences

          -Retirement Projections

          -Tax Projections

  • Business Tax Planning & Returns Overview