Insights

Personalized Services Coastal Tax Advisors emphasizes tailored tax, consultancy, and wealth planning services, offering a personal touch that can be elevated with advanced CRM and client management solutions to further enhance customer relationships.

Small Firm Growth With a team size of 11-50 employees and revenue up to 10 million dollars, there are growth opportunities through technology upgrades, process automation, and expanded service offerings to capture larger market segments.

Market Differentiation Positioned within a competitive landscape that includes larger firms like H&R Block and Liberty Tax, Coastal Tax Advisors can leverage niche marketing and digital engagement tools to attract clients seeking personalized, boutique-style accounting services.

Technology Utilization The company's current tech stack includes web performance and security tools, which can be complemented with cloud-based accounting and client portal platforms to improve efficiency, client transparency, and data security.

Business Development Opportunities exist to expand service outreach through targeted marketing, webinars, and partnerships with local businesses, capitalizing on their reputation for personalized service and maximizing revenue growth.

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

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%

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 Dr N, San Diego, CA 92128, US. 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 October 2025, Coastal Tax Advisors has approximately 13 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 13 employees.

Q: What technology does Coastal Tax Advisors use?

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

AccountingUnited 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.

Insights

Similar companies to Coastal Tax Advisors

TaxAct

Drake Software

H&R Block

Liberty Tax