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.
- 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.
- 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.
- We believe that relationships built on authenticity, longevity, and trust builds a foundation for decisive and pivotal success.
It’s these three core values that we work by in our business that enables us to become confidants that are more than just trusted advisors, but also, partners in the journey of our client’s success.