Lincoln Tax and Wealth Planning is now Coastal Tax Advisors

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.

Jake Lincoln CPA, Dave Morgan CPA & Team


We offer clients the seasoned expertise

Coastal Tax Advisors Core Values

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.

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.