Our Story
Coastal Accounting & Tax Advisors has served individuals and businesses in Hernando, FL and across Citrus County since 2022. Behind every return and every set of books is a team that treats your finances like our own.
Jay Patel, CPA
Jay Patel, CPA, is the CEO of Coastal Accounting & Tax Advisors. A graduate of Drexel University, where he triple-majored in Accounting, Finance, and Business Analytics, Jay brings a well-rounded, data-driven approach to every client relationship — built on several years of experience in public accounting.
Originally from Toronto, Jay spent a decade growing up and attending school in Philadelphia. He recently relocated to Florida and stepped into leadership at Coastal Accounting & Tax Advisors. He and his team are excited to grow the firm and put down roots in this community, bringing the same rigor and attention to detail he built his career on to every individual and business along Florida's Nature Coast.
The People Behind Your Numbers
Jay is supported by a team clients work with just as often — the people who keep the books current, the returns accurate, and the front desk welcoming.
Jennifer Hendriksen
Jennifer is an experienced bookkeeper who specializes in account reconciliation and financial statement preparation. She brings a meticulous, organized approach to every set of books she manages, helping clients keep accurate, up-to-date records they can rely on. Her steady attention to the numbers gives clients the confidence that their finances are in good hands.
Marshall Wilson
Marshall is a detail-oriented staff accountant who prepares tax returns and financial statements for our clients while supporting daily accounting operations. He takes pride in getting the details right, combining technical accuracy with a genuine commitment to helping clients stay compliant and informed about their financial position.
Ashley Jack
Ashley is the friendly face clients see first when they walk through our doors. With a sharp eye for detail and a calm, welcoming presence at the front desk, she keeps things running smoothly behind the scenes while making sure every visitor feels taken care of. Ashley genuinely enjoys helping people, and she goes out of her way to resolve client questions and concerns quickly and with a smile.