Dear current and past clients of Lincoln Tax and Wealth Planning,
Lincoln Tax and Wealth Planning is now Coastal Tax Advisors. Jake Lincoln, CPA of ‘Lincoln Tax and Wealth Planning’ joined forces with Dave Morgan of ‘Dave Morgan CPA’ to launch Coastal Tax Advisors in 2014. If you are a past client of Lincoln Tax and Wealth Planning and are looking to work with Jake Lincoln again, you will be happy to know Coastal Tax Advisors offers the same great service you’ve experienced at Lincoln Tax and Wealth Planning.
About Coastal Tax Advisors
Coastal Tax Advisors is a proactive and strategic tax planning and business development services provider. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers.
Whether you need to develop a winning tax strategy for retirement, are making sure you’re covered for that next big purchase/ sale, or need to build plan out the next expansion phase for your business, we act as your right-hand advisors every step of the way.
We welcome you to browse our website and contact us when you are ready to get started.