Coastal Tax Advisors
13520 Evening Creek Drive North, San Diego, California, United States
About the Coastal Tax Advisors
Coastal Tax Advisors, located at 13520 Evening Creek Drive North in San Diego, California, is a leading institution in accounting and finance. With a focus on proactive and strategic tax planning, auditing, and business development services, Coastal Tax Advisors is dedicated to helping clients achieve success year-round. Their team, including partners Jake and Dave, are committed to building long-term relationships with clients and offering personalized services to meet their unique needs. Whether you need assistance with tax planning, estate planning, financial management, or business development, Coastal Tax Advisors is here to help. Contact them at (858) 484-1955 or visit their website at www.coastaltaxadvisors.com to learn more about how they can support your financial goals.
Photos of Coastal Tax Advisors
13520 Evening Creek Dr N #480, San Diego, CA 92128, United States
Opening hours of Coastal Tax Advisors
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews of Coastal Tax Advisors
"After starting my business, I hired Coastal Tax to help with my tax filing. They never took time to truly help me understand what was happening and I never knew who to contact if I had a question. They told me to do something which ended up costing me $8500 in fines a year later, since I did it incorrectly. I don’t know much about taxes so I trusted them to guide me and was let down. Now after finding a new tax advisor, I realize that their service was terrible. I would not recommend."
"They do not do what they say they will do to work with the IRS. The 3500.00 they charged us would have been put to better use by just paying the IRS."
"I have been working with Dave Morgan and now Coastal Tax Advisors for over 10 years. They are thorough, knowledgeable, and responsive. I highly recommend them."
"As a Certified Financial Planner for over 30 years, I have worked with many accountants, Enrolled Agents and CPA's. Jake Lincoln and his team are terrific "common sense" tax and advisory professionals."
"I met with Jake today and he is an excellent CPA and an all around great guy. I highly recommend him and Coastal Tax Advisors."
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