Coastal Tax Advisors Employee Directory

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.

Find Coastal Tax Advisors employees' phone numbers or email addresses

Coastal Tax Advisors Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Coastal Tax Advisors's Leadership

  • Stylized image of a person
    M. W.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    M. H.
    Senior Tax Manager
    Phone icon
  • Stylized image of a person
    M. M.
    Senior Tax Manager
    Phone icon
  • Stylized image of a person
    J. G.
    Phone icon

Coastal Tax Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Coastal Tax Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. W.
    Director Of Operations
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. H.
    Senior Tax Manager
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    M. M.
    Senior Tax Manager
    Phone icon
    UNITED STATES
    Oct 17, 2024
  • Stylized image of a person
    J. G.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Coastal Tax Advisors known for?

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Coastal Tax Advisors was founded in 2014 operates in the Accounting industry. The company's main headquarters is located in 13520 Evening Creek Drive North San Diego, California 92128 United States; you can contact the main corporate office by phone at . Explore Coastal Tax Advisors's company overview page for more information.

What is Coastal Tax Advisors's most common email format?

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Coastal Tax Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coastal Tax Advisors email formats with LeadIQ.

How many employees does Coastal Tax Advisors have currently?

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Coastal Tax Advisors has approximately 13 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Coastal Tax Advisors's key employees and leadership?

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As of May 2026, Coastal Tax Advisors's key employees include:

  • Director Of Operations: M. W.
  • Senior Tax Manager: M. H.
  • Senior Tax Manager: M. M.
  • : J. G.

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