Insights

Market Positioning Mid-sized accounting firm with a personal touch and strategic tax consulting presents an opportunity to position as a boutique alternative to larger firms for individuals and small businesses seeking tailored tax planning and wealth management.

Service Expansion Potential upsell from individual tax and wealth planning to integrated advisory for small businesses, including tax optimization, compliance, and efficiency enhancements to boost revenue and profits.

Digital Maturity Existing tech stack and website presence create a foundation for digital marketing, client onboarding, and analytics-based advisory, suggesting opportunities to offer virtual CFO services, online tax planning tools, and improved client experience.

Growth Potential Revenue in the likely range of one to ten million with 11-50 employees indicates solid scale for targeted outreach to mid-market SMBs, CPAs seeking partner services, and referral networks in local markets.

Competitive Landscape Compared to large-scale firms, Coastal Tax Advisors can differentiate on personalized service, proactive planning, and wealth strategies; identify partnerships or white-labeling opportunities with larger advisory networks or niche tax specialists.

Coastal Tax Advisors Tech Stack

Coastal Tax Advisors uses 8 technology products and services including WP Rocket, Cloudinary, Lightbox, and more. Explore Coastal Tax Advisors's tech stack below.

WP Rocket

Caching

Cloudinary

Content Delivery Network

Lightbox

Javascript Libraries

Swiper

Javascript Libraries

Online Community Software

OpenResty

Web Servers

Apache HTTP Server

Web Servers

FitVids.js

Web Tools And Plugins

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

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

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

How many employees does Coastal Tax Advisors have currently?

As of July 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.. 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 RocketCloudinaryLightboxSwiperLinkedInOpenRestyApache HTTP ServerFitVids.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 Cloudinary, Facebook Pixel, Cloudflare, PHP, Facebook.

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

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