Coastal Tax Advisors

Jul 2025

I've been working with Dave and the Coastal Tax Advisors team for 13+ years following the untimely death of my previous CPA.

Dave is one of the most skilled CPAs I've worked with. He and his team are thorough, knowledgeable, and responsive. I trust them implicitly with every aspect of my taxes and would highly recommend them to family, friends and any others searching for the very best in their field.

Apr 2017

As a Certified Financial Planner for over 30 years, I have worked with many accountants, Enrolled Agents and CPA's. Jake Lincoln and his team are terrific "common sense" tax and advisory professionals.