Coastal Tax Advisors - San Diego, California

Coastal Tax Advisors: Your Trusted Tax Preparation Service in San Diego, CA

Address: 13520 Evening Creek Dr N #480, San Diego, CA 92128

Phone: 8584841955

Website: coastaltaxadvisors.com

About Coastal Tax Advisors

Coastal Tax Advisors is a highly regarded tax preparation service and certified public accountant firm located in San Diego, California. With years of experience and a team of dedicated professionals, they provide top-notch tax preparation and advisory services to individuals and businesses alike. Their specialties include tax preparation and certified public accounting, ensuring that clients receive the best possible advice and assistance with their financial matters.

Specialties and Services

• Tax preparation service
• Certified public accountant

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Appointments recommended

Opinions and Average Rating

This company has garnered 5 reviews on Google My Business, with an impressive average rating of 4.2/5. Clients consistently praise their "common sense" approach, thoroughness, and exceptional service. As one long-time client and Certified Financial Planner notes, Jake Lincoln and his team are "terrific 'common sense' tax and advisory professionals," while another client highlights their responsiveness, knowledge, and thoroughness. Moreover, the firm's accessibility for those with disabilities further demonstrates their commitment to providing top-quality service to all clients.

Recommendation

If you are searching for a reliable and experienced tax preparation service and certified public accountant in San Diego, California, look no further than Coastal Tax Advisors. With their expertise, dedication to client satisfaction, and commitment to accessibility, they are the ideal choice for all your tax and financial needs. Don't hesitate to contact them today via their website or by phone at 8584841955 to schedule an appointment and begin working towards a brighter financial future.

👍 Reviews of Coastal Tax Advisors

Aubrey M.

5/5

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.

Chris K.

5/5

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.

Matt O.

5/5

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.

Julia T.

1/5

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.

Jim M.

5/5