Coast One Financial Group

4.8 star rating Rating - based on 27 reviews & complaints
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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Coast One Financial Group Categories
Financial Planning and Management Services

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Customer Reviews, Ratings & Complaints

Review Posted 4/19/2016
Coast One To The Rescue!!!!
I owed the IRS $200,000. I called Jim Baker at Coast One Financial Group. His confident attitude won me over. Jim and Liana Zelli jumped on my case and got me a settlement for (are you sitting down?)$200!!!! This not a misprint! Thank you so much... Read More »
Review Posted 1/19/2016
New Beginnings....
About 8 years ago i became self employed, not really understanding the whole picture of self employment taxes. My husband was diagnosed with PTSD and he wasnt able to work, leaving us with only one income. All our bills got behind and I was workin... Read More »
Review Posted 1/8/2016
We owed about $14,000 to the IRS. Our debt to the IRS never went down no matter how much we paid monthly, no matter how much they garnished our wages and they kept keeping our refund for so many years. The IRS kept adding penalties every year so o... Read More »
Review Posted 8/18/2015
LIKE MOST PEOPLE I WAS SCARED TO DEAL WITH THE IRS ! So I called Coast One and chatted with Phillip Bell. He was ez to chat to about my issues with my Taxes he was right on the ball with IRS getting me my info and got me set up with Liana Zelli at... Read More »
Review Posted 8/18/2015
Job Well Done Coast One Staff
I would like to express my gratitude to Mr. Jim Baker and Ms.Liana Zelli for the professional and efficient way they handled my IRS tax issues. I contacted Coast One Financial Group, regarding assistance with the IRS Problem. I was in a hopeless s... Read More »
Review Posted 8/13/2015
I contacted Coast One a few months ago after I had been through a horrible experience with a tax attorney who took my money and did nothing in three years. I was very skeptical at first because of what I had just been through. But I trusted Philli... Read More »
Complaint Posted 7/20/2015
No Help Whatsoever
We called in and talked to Philip Bell on Monday, July 13. He let us know that he would call us the next morning with the IRS on the line so that we could get the ball rolling. He did not call. My husband called him Tuesday afternoon and Philip sa... Read More »
Review Posted 4/2/2015
Thanks Coast One
I can't imagine dealing with the IRS without hiring a tax firm. This was one of the best decisions I have ever made. I am happy to say that Coast One Financial Group was the light at the end of the tunnel. They comforted me during my tax problem w... Read More »
Review Posted 1/15/2015
Thanking God for the Coast One staff!
This group of people are a blessing from God and I am so thankful for all of the help that I received from the staff during my time of need. Read More »
Review Posted 1/14/2015
Great Job Coast One
I contacted this company to help with our $60,000. plus tax problem as a result it was reduce down to less than $4000. what a blessing! I could not see our way out of this until Coast One Financial Group step in to help thanks to John Peters and A... Read More »
Review Posted 12/9/2014
thanks for the help
I contacted Coast One Financial Group because I had a tax problem. I spoke to Bob Johnson who assisted me very professionally Coast One also lowered my tax debt I would highly recommend this company compared to the other tax companies out there. A... Read More »
Review Posted 12/5/2014
Thank You Coast One Excell lent Service
I contacted this company in April 2014 owing the IRS 15k..I was devastated not knowing the outcome.. To my surprise Coast One Financial had the entire balance to ZERO.My thanks to the entire staff Mr Bob Johnson and attorney Mr Phillibin..The cust... Read More »
Review Posted 11/27/2014
Tremendous results
I contacted this group back in April 2014, owing the IRS almost $90,000. I did not know just how it was going to turn out. The folks at Coast One told me things would be okay, so I trusted them. We made an offer to settle my debt with the IRS and... Read More »
Review Posted 11/5/2014
Great service, great results
Excellent service, positive people to work with through a tuff situation; they took the time to listen. Very knowledgeable and time efficient throughout the entire process. Would definitely recommend their services to family and friends. Read More »
Review Posted 11/4/2014
Second chances DO exist!
I never truly thought that a second chance would have ever been available for me with my tax situation, I'm 35 years old and can finally crawl out from under the rock of fear that I placed myself under. Mistakes are part of growing up, and people... Read More »
Review Posted 10/8/2014
Saved My Life
I was $14,000 in debt to the IRS, single Mom of 3 kids, disabled due to severe arthritis and no way to repay. The IRS was beginning to garnish my bank account to the point my kids and I would have been homeless. Coast One was SO excellent, they he... Read More »
Review Posted 10/8/2014
Great Job!!! 5 stars al the way
Coast One Financial Group Rocks!!! They were very helpful with our tax problem, once they took over never had to deal with the I.R.S again. Took our large problem to a very, very small issue and now it feels great to not have to worry anymore, Tha... Read More »
Review Posted 10/8/2014
Back Tax Nightmare.....becomes a dream!
My fiancé has been running from this IRS issue for 10 years. Its scary when they say you owe 35, can't open a bank account, can't get is a true nightmare when you are in that situation. We contacted Coast One Financial and s... Read More »
Review Posted 5/1/2014
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 »
Review Posted 2/26/2014
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 »
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Additional Business Information
Hours   Monday - Friday 6:00AM to 6:00PM PST Phone   (877) 772-4288 Address   600 West Broadway Suite 700
San Diego, CA 92101
Website Email
Contact   Stephanie Stubig Other  
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