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Coast One Financial Group

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Reviews Coast One Financial Group

Coast One Financial Group Reviews (58)

I hired Coast One Financial Group end of My tax problem was with California Board of EqualizationAfter hiring them I changed my mind because it’s a long process which requires patience, then I made a decision to be patient and trust them which I’m glad I didI was a business owner and due to my age and my health I closed my businessMy bookkeeping and sales taxes were not paid and filed correctlyCoast One helped me with the process of closing my business officially, filed for Offer in Compromise to help me reduce my tax liabilityThey also helped me to reinstate my driver’s license from revocation by Board of EqualizationPrior to hiring Coast One Financial Group My tax liability with Board of Equalization was $498,and I did not believe that one day I can settle my debt and be stress freeThe offer in compromise program did take a long time because the Board of Equalization is very busy and backed up with the overload cases but the outcome was impressiveCoast One settled my debt from 498,down to 8,Coast One team is very professional, helpful and knowledgeableThank you Coast One and especially from *** for helping me to end this nightmareI will definitely recommend Coast One to anyone and everyone!!!! Be patient and trust Coast One Team !!!!

We were so scared because we owed so much money to the irsCoastal One's *** *** was wonderful! She never made us feel bad about our debtShe helped us thru each step! Always keeping us in the loop! She was an angel in a dark time for us ! Thank you so so much!

The staff at Coast One Financial Group has a lot of knowledge and everyone is very friendly

All staff was very pleasant and helpful to work with and they did what they said could do in assisting with my tax issue no claims here ! Very happy with the service

Michael M, and Staff, did a excellent job on my caseThank You

I am so thankful for all the help that was given to me by cofgThe professional team worked very hard 9n my behalfMy debt was resolved and I am so happy to be back on track Sincerely, ***

I found my account rep to be extremely helpful and pro-active I had resolution within monthsMeanwhile, the IRS left me aloneI found their fee to be very reasonable in relation to the amount of money I owed, and payment structure to be workable
I don't believe I would have ever gotten the same treatment or repayment arrangement with the IRS had I not used their service

After successfully owning & operating two small businesses, for over years - we lost everything to the crash of We were constantly under fire by the IRS, not only by letters of demand, but also personal visits to our door step We were at our lowest financial state - physically, mentally & emotionally Our last hope & test of TRUST in a Company, was to allow the professionals at Coast One Financial Group, do what they do best - negotiate with the IRS for us! They helped us get our lives back in order, and can help you too! TRUST them - it will be the BEST decision you can make!

I was overly impressed with the timing it took Colin to resolve my tax issues! He was very courteous and thoroughKept me aware of each move and made things happen! His performance gets a solid from me!!

Once again as a former & satisfied customer Coast One Financial Group has come through with flying colors They have helped me resolve yet another major issue with the IRS If you have any issues with the IRS Coast One Financial Group is the way to go! Thank you Coast One

Usually I am a little leery of ads I see of tv but with the IRS debt that I had, I was willing to check out Coast One
Thanks for Jim B., Lisa, and Arsineh, my IRS debt was substantially reduced to $The financial burden that was looming over my head has now disappeared
Thank you so much for my peace of mind!

">Coast One Financial Group’s management has
made contact with the client to discuss all concerns as outlined in the
complaint and the parties have come to a mutually agreed upon resolution

My back tax debt had been a huge black cloud that hindered me from moving on with my life for years after my divorceI knew in order for me to take back control of my life I needed professional assistance dealing with my tax debtI can honestly say that after my first conversation with *** *** I knew I was in good handsHe walked me through the steps and was always there for meMy case was also handled by *** ***Both gentlemen were highly professional, friendly and knowledgeable throughout the entire processThis process is not an overnight thing, so be sure to bring your patience

I've hired Coast One Financial Group for two of my main issues I had. One was with the Board of Equalization and the other was with the Franchise Tax Board. My amount owed after interest and penalties of several years was about $700K and that is just to the BOE. Coast One Financial Group went back and forth for quite some time until they got me an offer of $20K that I really couldn't refuse. They have already removed my lien and because of that my credit score has improved drastically. Now we only have one more obstacle left which is the FTB but I truly know that I am in great hands. If it wasn't for their help I'd still be unemployed, depressed, and drowning myself in my own paperwork. I truly appreciate everyone there for fighting for me and giving me my life back!!

That was the most pleasant experience I have ever been through in my life dealing with that much money getting it resolved for that little bit of the money I can't believe they got it done like they did Colt D. was the most awesome person and friendliest representative I've ever dealt with in my life!!!

A prior attorney worked on our behalf with the IRS for 2 years and we only received legal fees. Coast One Financial Group started on our behalf in April 2015 and by June 2015 we had an IRS settlement reduction of 50%. Quite happy with their work.

In the unfortunate event that a client makes a complaint,
Coast One Financial Group works diligently with the client to resolve the issue
and satisfy all...

client concerns.
[redacted] contacted Coast One Financial Group in January
of 2014 hiring Coast One for personal/business tax resolution for both Joe and
his business partner.
In the initial engagement it was communicated to Mr.
[redacted] that he would be receiving a questionnaire packet tailored to his type
of case that would need to be completed and returned with 30 days or less.  Our ability to protect our clients from
adverse collection activity by the taxing authorities is greatly compromised if
we do not obtain the requested information in a timely manner.
We’ve made multiple attempts to follow up on the requested
documents over the course of almost one year. 
At the same time, while attempting to receive the requested information,
we had to work to protect Mr. [redacted], his business, and his business partner
from adverse collection activity.  As tax
professionals representing a client, we are required to supply the IRS with
specific information showing forward progress towards a final resolution.  If we do not supply the IRS with the required
documentation, eventually the IRS will revert to adverse collection. 
Coast One Financial Group has had the same name since
inception.  The business name has not
changed.   Furthermore, we have never avoided
the Revdex.com.  In fact, we
are accredited members of the Revdex.com and take pride in our A+
rating.

Good with paper work and respond back time was good prices could be better

Revdex.com:
I have reviewed the response made by the business in reference to complaint ID [redacted], and have determined that this proposed action would not resolve my complaint.  For your reference, details of the offer I reviewed appear below.This issue has not been resolved.  They were not able to help me so I  have written and asked for my fee to be refundedI do not understand how companies say they will do something and take your money and nothing gets resolved.
Regards,
[redacted]

From the beginning to the end Liana Z. was so kind, understanding she made us feel calm about our particular situation. We were behind with fedral and state taxes. I can't thank Liana enough. She worked tirelessly and always stayed on top of our case. She always kept us informed there never were any surprises. I highly recommend Coast One Financial. They have a wounderful and talented team of experts. And Liana Z. expertise in tax laws was instrumental in getting us the settlements with both IRS and State taxes. Thank you Liana Z and Coast One Financial for your help.
[redacted].

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