Are you running your business at peak performance?


If you are a serial entrepreneur, small business owner, operations director, or serve in another senior leadership position, it’s common to ask yourself – “Are we running our business at peak performance?
New businesses often have a hard time dealing with parts of the accounting process, such as understanding what is needed for their 409a valuation. When this is the case, they often turn to outsourced accounting firms for support. You should also look at the software you’re using. Maybe it’s worth you reading a comparison against Xero vs Quickbooks to see which software will offer your business optimum performance.

That’s where Coastal Tax Advisors come in. Whether you are looking to take your funded startup to profitability, to grow from a small business to a mid-market venture, or to grow a mid-market business to the enterprise level, we’re here to help you make it happen.

We offer strategic advisory services that include year-around tax and business planning. Everything from helping you set up a basic accounting system to complex strategic planning to serving at quarterly advising meetings is within our realm of expertise. Of course, if you’re not based in this area and are in a different country, it may be worth looking into Professional Accounting Services near you, but for here we’ve got plenty to offer.

When you need creative solutions designed by senior advisors with the aim of maximizing profitability, developing strategic goals and the path to meet them, Coastal Tax Advisors is the right firm for you.

If you’re a not-for-profit organization in need of accounting services in the Chicago area, you could approach Porte Brown non profit accountant chicago.

Our services break down into the following categories:


We’ve created business consulting packages designed for any business. These packages start with services such as annual tax returns, year-end tax review, and year-around access to a senior advisor, up to monthly CFO/ strategic planning sessions.


Hiring a full-time CFO can cost upwards of $60,000 to $100,000 per year or more, in addition to planning for year-end bonuses and benefits.

Growing businesses often reach a point where they need professional financial advising, but can’t afford to hire a full-time CFO or controller. In fact, the cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits.

If you’re fortunate enough to be in a position where you need strategic financial advising and can hire a part-time CFO, then we have the perfect solution for you!


As a small to medium-sized business owner, you have more important tasks to focus on than to keep your own books. We can help you keep an up-to-date income statement, to expertly manage your cash flow, and even reconcile your accounting records against your bank statements.


If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year; prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.


Creating a strategic business plan is for more than just obtaining a round of financing. A Strategic business plan can help you unroll those ideas you have locked up inside your head, and can help to communicate a central vision to your team. This helps to ensure that your key leaders are all “on the same page” and keeps both management and staff focused on what’s you know to be important.


If you own a family business, retirement isn’t simply a matter of deciding not to go into the office anymore. We can help you with questions like:

“What happens to the business when you’re no longer running it?” – and

“Will you have enough money to retire?”

The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs – call Coastal Tax Advisors to learn how we can help.


Coastal Tax Advisors offers business tax return packages designed to meet the needs of your business. We help the “solo professional corporation” generating less than a million in revenues up to the “mid-market, mid-sized venture” generating five million or more in revenues.


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.