Coastal Financial Group & Island Tax Associates of Middletown

Coastal Financial Group & Island Tax Associates of Middletown is a bookkeeper in Middletown, Rhode Island. The firm provides a variety of financial services, including bookkeeping, payroll, tax preparation, tax planning, and audit assistance. They serve a diverse clientele ranging from individuals, such as military families and retirees, to various business types including restaurants, retail stores, vineyards, farms, and fishing businesses. The firm maintains a 4.90 rating.

Led by US Treasury Enrolled Agent and principal owner Dave Koohy, the firm has been serving Aquidneck Island and the surrounding communities since 1990. Island Tax Associates offers specialized services for corporations, partnerships, and non-profits, providing audit, advisory, and accounting solutions. Their approach focuses on helping clients maximize legal deductions and utilize tax strategies to promote financial growth and stability. The team provides personalized care, assisting with everything from budgeting to acting as a liaison with the IRS during audits.

The business is located on E Main Rd in Wyatt Square. It is situated a short distance from the Joseph H. Gaudet Middle School and is about a half-mile from both the Middletown Fire Department and the Middletown Town Hall.

The firm is recognized for its long-standing presence in the community and its commitment to professional excellence. As an Enrolled Agent and member of several professional societies, the principal brings high-level expertise to every client engagement. Their reputation is built on providing thorough, detail-oriented service to ensure individuals and businesses remain financially on track.

Coastal Financial Group & Island Tax Associates of Middletown provides essential financial stability and expert tax guidance to the local community.