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Coastal Tax Advisors
- Finance
- San Diego, CA
About this business
Location details
13520 Evening Creek Dr N #480, San Diego, CA, 92128, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 4:30 p.m. | |
| Tue | 9:00 a.m. to 4:30 p.m. | |
| Wed | 9:00 a.m. to 4:30 p.m. | |
| Thu | 9:00 a.m. to 4:30 p.m. | |
| Fri | 9:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
After starting my business, I hired Coastal Tax to help with my tax filing. They never took time to truly help me understand what was happening and I never knew who to contact if I had a question. They told me to do something which ended up costing me $8500 in fines a year later, since I did it incorrectly. I don’t know much about taxes so I trusted them to guide me and was let down. Now after finding a new tax advisor, I realize that their service was terrible. I would not recommend.
They do not do what they say they will do to work with the IRS. The 3500.00 they charged us would have been put to better use by just paying the IRS.
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.
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.
Frequently asked questions about Coastal Tax Advisors
How is Coastal Tax Advisors rated?
Coastal Tax Advisors has a 3.7 star rating with 6 reviews.
When is Coastal Tax Advisors open?
Coastal Tax Advisors is closed now. It will open tomorrow at 9:00 a.m.
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