Coast One Financial Group

Overall Rating


out of 10

Coast One Financial Group

600 W Broadway Suite 700, San Diego, CA 92101
  • 5 Years in Business
  • Refund Policy
  • Financing Available


The Good

Decades Of Experience

With nearly 30 years of experience, Coast One Financial Group has the expertise and knowledge to handle any tax issue, help you reduce your tax burden, and eliminate tax debt. Coast One has been in business since 2013.

Positive Consumer Reviews

Coast One earns high marks with consumers, who voice their satisfaction with the organization and the peace-of-mind Coast One provided in helping negotiate a favorable tax settlement.

Isabella Segal writes, “My experience with Coast One Financial Group has been extremely satisfying. My original tax returns were filed incorrectly from a different company, which caused me to have a large liability with the IRS. After Coast One amended my tax returns my liability was reduced significantly. Currently I’m on an installment agreement with the remaining little balance which no longer causes me hardship or stress. I don’t know what I would have done without the wonderful team at Coast One Financial Group!”

The company has earned a 4.8 out of 5 rating on TrustLink, a 97 percent review rating on the Better Business Bureau website, and 3.5 out of 5 stars on Google Reviews.


  • Free consultation available 24 hours a day
  • Focus on customer satisfaction
  • Exemplary consumer reviews reflect excellent service
  • Nationwide tax assistance for federal or state tax problems
  • CPAs, enrolled agents, and tax attorneys available to assist

Easy Three-Step Process

Coast One breaks down its tax resolution process into three simple steps. The company begins with a one-on-one consultation to determine if the taxpayer is a good fit for Coast One’s services.

Then, Coast One negotiates with the IRS on the taxpayer’s behalf. Finally, tax problems are resolved.

Coast One may submit amended returns to reflect a smaller tax liability or reduce overall debt with an offer-in-compromise. They might negotiate an installment agreement to make payments more manageable, helping customers pay off their tax debt without undue hardship. Whatever the tax issue, Coast One attempts to make the resolution as fast and painless as possible.

Free Consultation Available 24/7/365

Don’t stay awake at night worrying about unpaid tax debt. Call Coast One at any time for a free consultation.

Nationwide Service

Based in San Diego, California, Coast One Financial Group provides state and federal tax services to individuals and business owners nationwide.

The Bottom Line

If you have more than $10,000 in tax debt, are facing an audit, or are in trouble with the IRS, Coast One can help. Coast One makes it easy for consumers to reach out for help with their tax debt, offering a free, one-on-one phone consultation any time, day or night, and a team of tax professionals available to assist with any tax problems.

Although a relatively new player in the tax resolution field, the company’s principals boast close to 30 years of experience in tax preparation and financial services, with an enrolled agent on staff to negotiate with the IRS on your behalf.

About Coast One Financial Group

Founded in 2013 in San Diego, California, Coast One Financial Group specializes in assisting individual taxpayers and businesses with tax debt greater than $10,000. The company’s services include negotiating an offer-in-compromise, installment agreement, or partial pay installment agreement, filing amended returns or back taxes, and other tax debt resolution services.


Customer Satisfaction


As an A+ rated member of the Better Business Bureau, Coast One Financial Group achieves high marks for customer satisfaction. With 61 positive reviews, one neutral review, and one negative review overall, the company has a 97 percent review rating. The company has had nine complaints, all currently closed, within the past three years.

Coast One has also achieved a five-star average rating from TrustLink users, with very few negative reviews. Most reviewers echo the statements of Marianna G., who says, “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 with the IRS and the State Franchise Tax Board. They took care of my levy and got me a settlement. Thanks to Coast One I am now debt-free.”

Variety of Services


Coast One Financial Group takes care of customers even if they have late tax filings or haven’t filed in years. Coast One tax preparers can also review and amend your past returns if you feel you’ve overpaid. Coast One assists taxpayers with more than $10,000 in IRS tax debt.

Coast One Financial Group can help taxpayers apply for the IRS’s Fresh Start tax debt relief program and reduce their tax bill to a fraction of what they owe. They can manage offer-in-compromise situations, tax penalty abatement, installment agreements, and Partial Pay Installment Agreements (PPIA).

The tax professionals at Coast One can help you avoid tax levies or liens, remove levies or liens, or stop wage garnishment. The team includes experts in IRS or state tax audits to help you avoid a large tax bill. Successful resolution of an audit may even keep you out of jail.

Whatever your situation, Coast One can identify the best solution to your problem and take the necessary steps to solve it, reducing your tax debt and putting you on the road to financial freedom.

Experience and Recognition


The team at Coast One boasts close to 30 years of experience.

The firm’s professionally produced video advertisement explains the IRS Fresh Start program clearly to consumers. Coast One has been featured on renowned websites and television networks that include Fox, CNN, and MSNBC.

Licensing and Accreditations


Coast One Financial Group has been an A+ rated member of the Better Business Bureau since 2013.

In addition to this company-wide accreditation, Coast One employs individuals with the appropriate licensing and certifications to represent taxpayers in front of the IRS and get the job done.

The Coast One team includes tax attorneys recognized by the California State Bar Association, IRS Enrolled Agents, CPAs, and other tax experts and preparers on staff.

Expert Review


With an easy three-step process to help you reduce your tax debt and avoid litigation, Coast One gets the job done quickly and with minimal stress on the taxpayer.

The company provides a one-on-one phone consultation at any time, day or night, so you can get the help you need even with a busy schedule.

The most attractive aspect of Coast One is its breadth of services. In addition to common services to resolve tax debt, such as an offer-in-compromise or an installment agreement, the firm can assist with a collections appeal or administrative appeal, help you file as currently non-collectible, or help you apply for innocent spouse relief. They can assist with audits, late tax filings, and back taxes. Whatever your problem, Coast One can help you resolve your tax issue and help you begin living your life without tax worries.


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