Coastal Tax Advisors

Specialties

Tax Services

Don’t pay more in taxes than you have to. Whether you are looking to make sure your business is in compliance and at peak revenue, or you are looking to take full advantage of write-​offs, deductions, and tax credits, Coast Tax Advisors has you covered.

Tax Planning

Effective tax planning can not only create a more desirable outcome when it comes to tax time, but also, tax planning can help to shield you from unforeseen tax liabilities. We have the strategies and tools to make take planning work in your favor.

Financial Consulting

your goals and objectives. We help our clients make better financial decisions and perform the research and diligence necessary to give them optimal choices for the best results.

Business Consulting Services

If you’re operating a business without a senior business advisor or advisory team, there’s a good chance you are missing opportunities.

Business Tax Planning Services

Each year, businesses run into tax problems that can be easily avoided by working with seasoned tax planning & preparation professionals.

Estate Planning Services

Let us help you overcome the barriers you may have to planning your estate, and to help you through the process step-​by-​step.

Part-​Time CFO Services

Coastal Tax Advisors’ Part-​Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

History

Established in 2014.

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.

Vision & Mission

Our vision is to change the perception of what a certified public accountant can accomplish for you, and to shape the future of the accounting profession as a thought leader.

The mission of Coastal Tax Advisors is simply to be the place where you look for both answers and innovative solutions that drive real value.

Meet the Business Owner

Jake L.

Business Owner

Before launching Coastal Tax Advisors with business partner Dave Morgan, Jake founded Lincoln Tax & Wealth after he had worked for two prominent San Diego CPA firms. Dissatisfied with lack of customer service the big tax companies provide, Jake branched formed his own practice in 2010 to provide a better experience.

As a professional California Certified Public Accountant, Jake is a member of the Strategic Trusted Advisors Roundtable (STAR), the San Diego Renewable Energy Society, and the Business Executives Council.

Jake has come to be known by the nickname «Jake of all Trades» because of his expertise across several disciplines of business.

Jake graduated with both his Bachelor of science in accountancy and master of accountancy from the University of Arizona.

Jake is a proud husband and father of two. He enjoys playing tennis, wine tasting, and is a home audio enthusiast. His motivation for behind becoming a CPA is his passion fo