Coastal Tax Advisors

Coastal Tax Advisors Coastal Tax Advisors is a tax planning and business development services focused CPA firm.

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 v

ariety 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. 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.

The summertime brings in good vibes & fun times but along with that comes weddings, summer camp, and other sorts of expe...
07/23/2026

The summertime brings in good vibes & fun times but along with that comes weddings, summer camp, and other sorts of expenses. How can you better prepare yourself for the tax season to come? In this article you'll find practical examples, what documents to collect, common pitfalls, and simple steps to reduce surprises at tax return filing time.

Check out our blog post: https://coastaltaxadvisors.com/weddings-childcare-childrens-summer-employment-and-travel-navigating-summers-tax-minefield/

The sun is out and so is our 2026 Newsletter! Check out our newest summer edition featuring Coastal Tax updates, fun CTA...
07/07/2026

The sun is out and so is our 2026 Newsletter! Check out our newest summer edition featuring Coastal Tax updates, fun CTA staff insights, & important 2026 tax information! We hope you enjoy ☀️

Click to read our 2026 Summer Newsletter: https://coastaltaxadvisors.com/2026-cta-summer-newsletter/

Address

13400 Sabre Springs Pkwy, Ste 155
San Diego, CA
92128

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(858) 484-1955

Website

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