Coastal Tax Advisors

History

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. 1. We believe that people who have a vision for what you want out of life should be able to work with a CPA that can play a significant role in that vision. 2. We believe that we have the right blend of experience to solve a wide variety of challenges, enabling us to see beyond the scope of a traditional CPA firm. 3. We believe that relationships built on authenticity, longevity, and trust builds a foundation for decisive and pivotal success. Vision & Mission Our vision is to change the perception of what a certified public accountant can accomplish for you, and to shape the future of the accounting profession as a thought leader. The mission of Coastal Tax Advisors is simply to be the place where you look for both answers and innovative solutions that drive real value.

Specialties

Tax Services Don't pay more in taxes than you have to. Whether you are looking to make sure your business is in compliance and at peak revenue, or you are looking to take full advantage of write-offs, deductions, and tax credits, Coast Tax Advisors has you covered. Tax Planning Effective tax planning can not only create a more desirable outcome when it comes to tax time, but also, tax planning can help to shield you from unforeseen tax liabilities. We have the strategies and tools to make take planning work in your favor. Financial Consulting your goals and objectives. We help our clients make better financial decisions and perform the research and diligence necessary to give them optimal choices for the best results. Business Consulting Services If you're operating a business without a senior business advisor or advisory team, there's a good chance you are missing opportunities. Business Tax Planning Services Each year, businesses run into tax problems that can be easily avoided by working with seasoned tax planning & preparation professionals. Estate Planning Services Let us help you overcome the barriers you may have to planning your estate, and to help you through the process step-by-step. Part-Time CFO Services Coastal Tax Advisors' Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.