Insights

Growth potential Mid-sized accounting firm serving individuals and businesses with revenue between one and ten million dollars, indicating opportunities for expanding tax advisory, wealth planning, and compliance services to small to mid-market clients seeking strategic financial guidance.

Tech-enabled Use of cloud and modern tools (Cloudinary, WordPress, Microsoft 365, Sentry, HubSpot, Wistia, Piwik) suggests readiness for digital client onboarding, marketing automation, and secure data handling; cross-sell services around tax tech adoption and virtual advisory offerings.

Personalized value Positioned on a personal touch with strategic tax and wealth planning, presenting an opportunity to target high-net-worth individuals and family offices seeking tailored planning, asset protection, and long-term advisory relationships.

Growth trajectory Revenue range of one to ten million and a lean team (11–50 employees) imply capacity for scalable service lines and geographic expansion through partner-led engagements, outsourcing of routine work, or affiliate networks.

Competitive gaps Competitors listed include large tax chains with substantial scale; Coastal Tax Advisors can differentiate by emphasizing personalized service, flexible pricing, and niche verticals such as small business optimization and wealth planning for local communities to win market share.

Coastal Tax Advisors Tech Stack

Coastal Tax Advisors uses 8 technology products and services including Cloudinary, WordPress, Microsoft 365, and more. Explore Coastal Tax Advisors's tech stack below.

Cloudinary

Content Delivery Network

WordPress

Content Management System

Microsoft 365

Sentry

Issue Trackers

Lightbox

Javascript Libraries

HubSpot

Marketing Automation

Wistia

Online Video Platforms

Piwik

System Analytics & Monitoring

Coastal Tax Advisors Email Formats	Example	Percentage
First.Last@coastaltaxadvisors.com	John.Doe@coastaltaxadvisors.com	100%

Coastal Tax Advisors Email Formats

Example

Percentage

First.Last@coastaltaxadvisors.com

John.Doe@coastaltaxadvisors.com

100%

Frequently Asked Questions

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.

How much revenue does Coastal Tax Advisors generate?

As of August 2026, Coastal Tax Advisors's annual revenue is estimated to be $1M - $10M.

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

Coastal Tax Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Coastal Tax Advisors have currently?

As of August 2026, Coastal Tax Advisors has approximately 14 employees across 1 continents, including North America. Key team members include Director Of Operations: M. W. and Senior Tax Manager: M. H. 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 Cloudinary, WordPress, Microsoft 365, Sentry, Lightbox, HubSpot, Wistia and Piwik.

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 MySQL, UPS, JSON-LD, Font Awesome, Apache HTTP Server.

Q: What is Coastal Tax Advisors's NAICS code?

Coastal Tax Advisors's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States11-50 Employees

Coastal Tax Advisors is an accounting firm based in the San Diego area that offers tax planning, consultancy, and wealth planning services. It emphasizes individualized guidance and attentive service, aiming to provide a level of personal attention not commonly found in larger public accounting firms. For individuals, the firm helps protect personal assets and optimize financial outcomes.

For businesses, Coastal Tax Advisors supports operating efficiency, compliance, and opportunities to increase revenue and profits. Serving clients in the local area, the firm positions itself as a small-to-mid-sized practitioner that combines current tax expertise with strategic planning.

Insights

Similar companies to Coastal Tax Advisors

TaxAct

Drake Software

H&R Block

Liberty Tax