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
10/02/2025
Here’s our 2025 Summer Newsletter! 🌞 Inside, you’ll find a fun quiz to test your knowledge on our beloved CPAs, some cool facts about our office during the summer months, and important tax info to keep you up to date. Dive in and enjoy!
https://coastaltaxadvisors.com/2025-cta-summer-newsletter/
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |