Coastal Tax Advisors, Lp

California
Registered In
02/18/2014
Incorp. Date

Company Summary

Coastal Tax Advisors, Lp at Ca lists Dave Morgan Cpa, Inc. of San Diego, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Partnership - Ca
Status
Active
Find Social Profiles
Search Other Resources
SEC | EDGAR Trellis.Law Recent News
David Morgan Individual Agent
12555 HIGH BLUFF DR STE 185, SAN DIEGO, CA 92130
Dave Morgan Cpa, Inc. General Partner
12555 HIGH BLUFF DR STE 185, SAN DIEGO, CA 92130
Login to view more!
You must login to view additional information. Don't have an account? Sign Up, it's free!
CA View Map
12555 HIGH BLUFF DR STE 185, SAN DIEGO, CA 92130 (Mailing) View Map

Financial Information for Coastal Tax Advisors, Lp

Form 5500

COASTAL TAX ADVISORS LLP

13520 Evening Creek Dr N STE 480, San Diego, Ca 92128 (858) 484-1955 EIN:61-1634044 Plan Admin:Coastal Tax Advisors Llp
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCOASTAL TAX ADVISORS LLP 401(K) P/S PLAN Plan #001 Participants BOY/EOY13 / 12 Assets BOY/EOY$311,930 / $329,553 2022 COASTAL TAX ADVISORS LLP 401(K) P/S PLAN - Plan #001 13 / 12 $311,930 / $329,553
2021 Plan NameCOASTAL TAX ADVISORS LLP 401(K) P/S PLAN Plan #001 Participants BOY/EOY13 / 13 Assets BOY/EOY$200,680 / $311,930 2021 COASTAL TAX ADVISORS LLP 401(K) P/S PLAN - Plan #001 13 / 13 $200,680 / $311,930
2020 Plan NameCOASTAL TAX ADVISORS LLP 401(K) P/S PLAN Plan #001 Participants BOY/EOY9 / 11 Assets BOY/EOY$101,681 / $200,680 2020 COASTAL TAX ADVISORS LLP 401(K) P/S PLAN - Plan #001 9 / 11 $101,681 / $200,680
2019 Plan NameCOASTAL TAX ADVISORS LLP 401(K) P/S PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$32,766 / $101,681 2019 COASTAL TAX ADVISORS LLP 401(K) P/S PLAN - Plan #001 9 / 9 $32,766 / $101,681
Benefit & Retirement Plans based on Form 5500.
PPP Loans

COASTAL TAX ADVISORS, LLP

13520 Evening Creek Dr N, STE 480, San Diego, Ca 92128 Industry:Offices of Certified Public Accountants
Loan Date Approved Forgiven Lender Jobs
04/29/2020 Approved$121,900 Forgiven$123,051 LenderWestern Alliance Bank Jobs12 04/29/2020 $121,900 $123,051 Western Alliance Bank 12
PPP Loans based on Paycheck Protection Program.
Address Match:12555 High Bluff Dr Ste 185 San Diego, CA
Malama, Inc. Registered in California
Carlsbad, CA San Diego, CA View Report
Elements Botanical Tech Registered in California
San Diego, CA View Report
Address Match:12555 High Bluff Dr San Diego, CA
Argus Capital Holdings, LLC Registered in California
San Diego, CA View Report
Hardage Hotels, L.L.C. Registered in California
San Diego, CA View Report
Mdr Hotels, LLC Registered in California
San Diego, CA View Report
Tjb Capital, LLC Registered in California
San Diego, CA View Report
Sacramento, CA (1 more) View Report
Zada Real Estate Limited Partnership Registered in California
San Diego, CA View Report
Laf, LLC Registered in California
San Diego, CA View Report
Thomes Creek Ranch, LLC Registered in California
San Diego, CA View Report
Nicol Investment Company LLC Registered in Oregon
Portland, OR San Diego, CA View Report
San Diego, CA View Report
Pri Accommodators, Inc. Registered in California
San Diego, CA View Report
Belville Enterprises, Inc. Registered in California
San Diego, CA Rancho Santa Fe, CA View Report
Burdman Legal Services, Inc. Registered in California
San Diego, CA View Report
Carts 92 Limited Partnership Registered in California
San Diego, CA View Report
Cwc Meddev2 LLC Registered in California
San Diego, CA View Report
Generic Investors, Inc. Registered in California
San Diego, CA View Report
Grass Valley, LLC Registered in California
San Diego, CA View Report
Oak Knoll Senior, LLC Registered in California
San Diego, CA View Report
San Diego, CA View Report
Spyglass Partners, Inc. Registered in California
Rancho Santa Fe, CA San Diego, CA View Report
Person/City Match:David Morgan - San Diego, CA
Comfort Mechanical, Inc. Registered in California
Santee, CA View Report
Dave Morgan Cpa, Inc. Registered in California
San Diego, CA View Report
Reaction Marketing & Promotions, Inc. Registered in California
San Diego, CA Palm Springs, CA View Report
Wicks - Wine - Candles - Gift LLC Registered in California
San Diego, CA View Report
Ishi Trading Co. LLC Registered in Nevada
San Diego, CA View Report
Cad Forms Inc. Registered in California
San Diego, CA C San Diego, CA View Report
Collaboration Kitchen Registered in California
San Diego, CA View Report
San Diego Home Improvement, Inc. Registered in California
Calabasas, CA San Diego, CA View Report
San Diego, CA View Report
Neighborhood Unity Foundation Registered in California
San Diego, CA View Report

The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States