Coastal Tax Advisors San Diego Ca Yelp 2020
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11 reviews of Coastal Tax Advisors "I first reached out to Jake at Coastal Tax Advisors about three years ago when I had questions about doing taxes for my brother. He addressed all of my concerns and could not have been more kind and helpful!!. Coastal Tax Advisors is a proactive and strategic tax planning and business development services provider. Learn More > “Jake and Dave are true believers. Contact Coastal Tax Advisors in San Diego. Address: 13520 Evening Creek Dr North Ste 185 San Diego, CA 92128. Phone: 858 848-1040.

Estate planning on your own can be complicated and costly. And the list is endless—state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA’s, 401K’s, annuities, burial or cremation costs, and intent regarding death-postponing treatment to. Coastal Tax Advisors is a proactive and strategic tax planning and business development services provider. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers. 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.

Coastal Tax Advisors - 13520 Evening Creek Drive North, Suite 480, San Diego, California 92128 - Rated 0 based on 1 Review "Fantastic and timely service,. Jump to Sections of this page. Coastal Tax Advisors, LP is a California Domestic Limited Partnership filed on February 18, 2014. The company's filing status is listed as Active and its File Number is 201405500015. The Registered Agent on file for this company is David Morgan and is located at 12555 High Bluff Dr Ste 185, San Diego, CA. TEAM OVERVIEW.CHRIS BERG Background Experience: Chris worked at CBIZ, Inc. from 2006-2008 before reconnecting with Jake in 2011 to join him at his newly formed practice, “Lincoln Tax & Wealth” which would materialize into Coastal Tax Advisors in the summer of 2014. Chris also serves as the CFO and co-founder of a San Diego based endurance sportswear. About Us.Coastal Tax Advisors is a proactive and strategic tax planning and business development services provider. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers. Whether you need to develop a winning tax strategy for retirement, are making sure you're covered.

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