LEADERSHIP OVERVIEW
Founded in 2014 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. We know that some of you are not able to use our services due to location, so it will be best for you to do a search for ‘cpas near me‘ to achieve the results that you want.
JAKE LINCOLN, CPA, PRINCIPAL
“As a Certified Financial Planner for over 30 years, I have worked with many accountants, Enrolled Agents and CPA’s. Jake Lincoln and his team are terrific “common sense” tax and advisory professionals.”
– Aubrey Morrow
“Jake is simply the best!
As a relatively new business owner and property owner of out-of-state rentals, I feel completely confident and at ease knowing that Jake will get the job done at tax time!
He is professional, very well-rounded and knowledgeable in his field. He has also very personable and has a knack for ensuring you that “everything’s gonna be ok!”
Thanks Jake!!!”
– Debbie Derr
DAVE MORGAN, CPA, PRINCIPAL
“I have been working with Dave Morgan and now Coastal Tax Advisors for over 10 years. They are thorough, knowledgeable, and responsive. I highly recommend them.”
– Chris Korn