Proactive Tax Planning & Strategic Business Advisory

Coastal Tax Advisors helps individuals and business owners make confident financial decisions through proactive tax planning, strategic business advisory, accounting, and year-round support.

Year-Round Tax Strategy

Planning for What’s Ahead

Business Guidance

Decisions Made With Context

Personal Relationships

Advice Built Around You

CPA + CEPA Expertise

Tax and Business Insight

A Different Kind of CPA Firm

Why Coastal Tax Advisors?

Coastal Tax Advisors is a San Diego CPA and business advisory firm helping individuals and business owners build stronger financial futures.

We believe successful financial planning goes far beyond preparing tax returns. Our goal is to become a trusted advisor who helps clients make informed decisions throughout the year.

What We Do

Our Services

Helping individuals and business owners reduce taxes, improve financial performance, and plan confidently for the future.

Individual Tax Planning & Preparation

Personalized tax planning and preparation that minimizes liability and protects your financial future.

Business Tax Planning & Preparation

Proactive tax planning and preparation that minimizes liability, maintains compliance, and supports long-term growth.

CEPA Led Business Exit Planning

Guidance from a Certified Exit Planning Advisor to build transferable value and prepare your business for a successful transition.

Strategic Business Advisory

Year-round guidance to improve profitability, strengthen cash flow, operational efficiency, and long-term planning.

Advice Beyond Tax Season

Year-Round Advisory Services

Tax planning is most valuable when there is still time to act. Regular advisory meetings help you:

Adjust tax payments as income changes
Protect cash flow throughout the year
Plan major purchases before key deadlines
Review compensation and business structure
Address risks and opportunities before year-end

What Clients Are Saying

"Jake and Dave are true believers in building long-term relationships with their clients. I can’t think of another CPA firm that will help you both negotiate your first home loan and grow your business at the same time—now that’s service!"

Jim Johnson

Coastal Tax Advisors Client

Insights & Resources

Latest from Coastal