Insights

Personalized Service Focus Coastal Tax Advisors emphasizes offering personalized and strategic tax, consultancy, and wealth planning services, suggesting a potential need for tailored software solutions that can further enhance client engagement and service customization.

Growth and Revenue Range With revenue estimated between 1 million and 10 million dollars, the company operates within a mid-sized market segment, indicating opportunities for scalable financial or operational technology solutions to support its growth and efficiency.

Technology Stack Usage Their use of advanced web technologies like Cloudflare CDN, WP Rocket, and Nginx showcases a strong digital presence, which opens opportunities for cybersecurity services, cloud management tools, or digital marketing enhancements to strengthen their online capabilities.

Market Positioning Compared to larger competitors like H&R Block or Liberty Tax Service, Coastal Tax Advisors can benefit from targeted marketing tools or customer engagement platforms designed for personalized service providers to expand their client base.

Potential for Business Services Their focus on optimizing business performance suggests a demand for financial analytics, compliance automation, or revenue management solutions that can streamline operations and improve profitability for their clients.

Similar companies to Coastal Tax Advisors

Coastal Tax Advisors Tech Stack

Coastal Tax Advisors uses 8 technology products and services including WP Rocket, Cloudflare CDN, Chart.js, and more. Explore Coastal Tax Advisors's tech stack below.

WP Rocket
Caching
Cloudflare CDN
Content Delivery Network
Chart.js
Javascript Graphics
Choices
Javascript Libraries
Wistia
Online Video Platforms
Nginx
Web Servers
OpenResty
Web Servers
FitVids.js
Web Tools And Plugins

Media & News

Coastal Tax Advisors's Email Address Formats

Coastal Tax Advisors uses at least 1 format(s):

Coastal Tax Advisors Email Formats	Example	Percentage
First.Last@coastaltaxadvisors.com	John.Doe@coastaltaxadvisors.com	50%
First.Last@coastaltaxadvisors.com	John.Doe@coastaltaxadvisors.com	50%

Frequently Asked Questions

Where is Coastal Tax Advisors's headquarters located?

Coastal Tax Advisors's main headquarters is located at 13520 Evening Creek Drive North San Diego, California 92128 United States. The company has employees across 1 continents, including North America.

What is Coastal Tax Advisors's phone number?

You can contact Coastal Tax Advisors's main corporate office by phone at

+1-858-848-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Coastal Tax Advisors's official website and social media links?

Coastal Tax Advisors's official website is coastaltaxadvisors.com and has social profiles on LinkedIn.

What is Coastal Tax Advisors's SIC code NAICS code?

Coastal Tax Advisors's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Coastal Tax Advisors have currently?

As of February 2026, Coastal Tax Advisors has approximately 14 employees across 1 continents, including North America. Key team members include Director Of Operations: M. W.Senior Tax Manager: M. H.Senior Tax Manager: M. M.. Explore Coastal Tax Advisors's employee directory with LeadIQ.

What industry does Coastal Tax Advisors belong to?

Coastal Tax Advisors operates in the Accounting industry.

What technology does Coastal Tax Advisors use?

Coastal Tax Advisors's tech stack includes WP RocketCloudflare CDNChart.jsChoicesWistiaNginxOpenRestyFitVids.js.

What is Coastal Tax Advisors's email format?

Coastal Tax Advisors's email format typically follows the pattern of First.Last@coastaltaxadvisors.com. Find more Coastal Tax Advisors email formats with LeadIQ.

When was Coastal Tax Advisors founded?

Coastal Tax Advisors was founded in 2014.

Coastal Tax Advisors

Q: How many employees does Coastal Tax Advisors have currently?

Coastal Tax Advisors has approximately 14 employees.

Q: What technology does Coastal Tax Advisors use?

Coastal Tax Advisors's tech stack includes Google Maps, X-XSS-Protection, MySQL, HubSpot, Sentry.

AccountingCalifornia, United States11-50 Employees

Coastal Tax Advisors takes pride by offering current and strategic tax, consultancy and wealth planning services with a personal touch and attention rarely found in public accounting. 

Services for Individuals
Protecting your personal assets has never been more important. Our accounting services safeguard you and your family and optimize all your hard-earned dollars.

Business Services
Are you running your business at peak performance? Call on us to increase efficiency, stay in compliance, and boost revenue and profits.

Company Overview

Headquarters: 13520 Evening Creek Drive North San Diego, California 92128 United States
Phone number: +1-858-848-****
Website: coastaltaxadvisors.com
SIC Code: 7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 2014
Employees: 11-50