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Coastal Tax Advisors

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San Diego, CA
Coastal Tax Advisors

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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 variety of challenges, enabling us to see beyond the scope of a traditional CPA firm.

3) We believe that relationships built on authenticity, longevity, and trust builds a foundation for decisive and pivotal success. These three core values that we work by in our business that enables us to become confidants that are more than just trusted advisors, but also, partners in the journey of our client’s success.

10/15/2026

Think your “limited partner” title keeps you out of self-employment tax?

Swipe through to see what matters, and reach out if you want us to review your setup.

10/09/2026

Getting premium tax credits for your Marketplace health insurance? Starting in 2026, there’s no cap on what you’d owe back if you got more than you qualified for. Keep your income estimate current so tax time doesn’t bring a surprise bill.

Check out our new blog: https://coastaltaxadvisors.com/important-change-for-premium-tax-credit-repayments-in-2026-what-taxpayers-need-know-now/

10/02/2026

You called the Padre’s win, the election, and your favorite reality TV show winner. Now can you predict your tax bill? 👀

Betting apps like Kalshi have been growing fast and the tax rules have yet to catch up. How your winnings are classified makes a big difference in what you owe.

Find out more on our latest blog: https://coastaltaxadvisors.com/prediction-markets-are-becoming-a-tax-issue-heres-why-that-matters/

09/03/2026

September's deadlines are quickly approaching. Want to know what to expect? Check out our Instagram for more information @ Coastaltaxadvisors!

You can also see the full blog post on our website: https://coastaltaxadvisors.com/september-2026-due-dates/

07/31/2026

Choosing Between an S Corporation and a C Corporation: It’s About More Than Tax Rates

The right entity is rarely obvious on day one. It often becomes clear only after you look at the business as a whole.

Check out Our blog: https://coastaltaxadvisors.com/choosing-between-an-s-corporation-and-a-c-corporation-its-about-more-than-tax-rates/

07/23/2026

The summertime brings in good vibes & fun times but along with that comes weddings, summer camp, and other sorts of expenses. How can you better prepare yourself for the tax season to come? In this article you'll find practical examples, what documents to collect, common pitfalls, and simple steps to reduce surprises at tax return filing time.

Check out our blog post: https://coastaltaxadvisors.com/weddings-childcare-childrens-summer-employment-and-travel-navigating-summers-tax-minefield/

07/07/2026

The sun is out and so is our 2026 Newsletter! Check out our newest summer edition featuring Coastal Tax updates, fun CTA staff insights, & important 2026 tax information! We hope you enjoy ☀️

Click to read our 2026 Summer Newsletter: https://coastaltaxadvisors.com/2026-cta-summer-newsletter/

Address

13400 Sabre Springs Pkwy, Ste 155
San Diego, CA
92128

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

(858) 484-1955

Website

http://coastaltaxadvisors.com/

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