Coastal Tax Advisors is more than just a tax preparation firm – we’re your ideal confidants and right-hand business advisors. With decades of expertise in business advising, we will focus on creative and effective solutions for your business.
We specialize in tax planning and tax strategy, but have experience in the larger aspect of owning, operating, and growing a business. In fact, Jake Lincoln, CPA has commonly been referred to as the “Jake of all trades” for his ability to see outside of the box.
Both Jake Lincoln, CPA and Dave Morgan, CPA have a history of working with a variety of industries including, but not limited to industries such as construction, retail, manufacturing, finance, real estate, professional services, and more.
This wide range of experience combined with the expertise of a senior CPA has helped us quickly become an imperative resource for success as advisors to many of our clients.