Coast Financial Services

Bob, Gloria, Taylor, and the rest of the team at Coast Financial are as good as it gets for business and personal financial services on the Central Coast. Bob comes with decades of real world...

Why 1star? The communication for tax year 2022 was the nail in the coffin. I was called and sent info to the wrong email and phone over and over again...even though we corrected them...

No one looks at your stuff, but one person who doesn't even have her CPA license. The owner is so overworked and can not give enough time for reviewing work done because he has to put his name on...

Extremely unprofessional. I asked Yelp to find tax advisors and they reached out to me saying happy to help. Then a guy asked me to write an email to another guy to schedule a meeting. I did and...

I have not been a current client of theirs since early this year, but the problems persist. Aug 12th Coast wrote two checks out of my account totaling $840. I was told my account information was...