Coast One Financial Group

4.8 star rating Based on 9 reviews
Coast One Financial Group offers strategic tax planning for business and personal needs through a broad range of fully integrated tax services.  
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Financial Planning and Management Services

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Customer Reviews & Ratings
Posted 5/1/2014

Odessa B.
A few months ago, I contacted Coast One Financial Group, regarding assistance with a Federal Income Tax Problem. I felt like I was in a hopeless situation, and could not see a positive outcome.My first conversation was with Michael Martinez, and h... Read More »
Posted 2/26/2014

Dalia G.
Job Well Done.
I did refer to this organization through a friend. I meet Lucy and she was very informative and professional individual as well as other staff including Sara. I would defiantly refer anyone who is in financial stress and need help regarding any fi... Read More »
Posted 12/3/2013

Tim H.
Small Business needed an overhaul
I'm a small business owner that has been going to the same CPA for the last 20 years. I had never been audited by the IRS, so I figured my guy was doing a good job, but as the old saying goes,"Ignorance is Bliss" & was I ever ignoran... Read More »
Posted 12/2/2013

Christina M.
Tax Help
After viewing several commercials and recieving quite a bit of mail from companies claiming they can reduce my taxes I decided to give Coast One Financial a call. I don't know what made me decide to give this company a call but to be honest Im gla... Read More »
Posted 11/22/2013

Joseph M.
Read this before you hire Coast One
These guys went way above and beyond my expectations. I got into a messy divorce a few years back and didn't file for a few years. I was receiving notices from the IRS, but I was refused to open them. I knew it was out there, but frankly it wasn't... Read More »
Posted 11/13/2013

Chris V.
These Guys are LIFESAVERS!!!!
I was paying the IRS $400 a month for 2 years and I was getting NO WHERE! When I initially set it up I didn't realize how much they charged for penalties and interest. It's down right criminal, (but that's whole different story) Last summer, thing... Read More »
Posted 6/26/2013

Donavan A.
Very Helpful
I called this company after receiving a notice in the mail regarding a Tax Fresh Start Program. I receive about 15 notices daily about my Tax situation so I thought I would give this place a call to see what it's all about. I spoke with a guy name... Read More »
Posted 6/24/2013

Lisa B.
Life Savers
I have been struggling with tax problems for the past 4 years. I had a small business and got audited by EDD. They assessed 219,000 employment taxes. I kept trying to explain the EDD auditors and end up even filing an appeal on their decision but ... Read More »
Posted 6/23/2013

Shaun G.
Great Service from a great group. I will continue to use them for future tax needs
I was referred to Coast One from a friend who used them to resolve a tax matter. I had missing tax returns for my business as well as personal. Consequently the IRS filed for me and assessed me with erroneous balances. The professionals at Coast w... Read More »
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