Profile
JACOB R LINCOLN
ListedSan Diego CPA and Tax Planning Firm
About
About
Coastal Tax Advisors, LLP is a San Diego CPA and tax planning firm associated with JACOB R LINCOLN. The firm’s public materials describe it as serving individual and business tax needs, with a focus on year-round advice rather than tax-season-only support.
The firm’s stated services include tax planning, tax preparation and accounting, bookkeeping, auditing, strategic planning, tax succession planning, and business development support.
Coastal Tax Advisors, LLP is a San Diego CPA and tax planning firm associated with JACOB R LINCOLN. The firm’s public materials describe it as serving individual and business tax needs, with a focus on year-round advice rather than tax-season-only support.
The firm’s stated services include tax planning, tax preparation and accounting, bookkeeping, auditing, strategic planning, tax succession planning, and business development support. Its site also references Annual Advisory Agreements for clients who want ongoing guidance across planning and tax matters.
Based in San Diego, CA, Coastal Tax Advisors presents itself as a provider for clients seeking accounting, tax preparation, and proactive planning services tied to long-term financial and business decisions.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | Standard | ||
| Bookkeeping services | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Active taxpros in San Diego, CA
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