Coastal Financial Group & Island Tax Associates of Newport

Coastal Financial Group & Island Tax Associates is a tax preparation and financial services firm in Newport, Rhode Island, specializing in personalized tax planning, filing, and audit representation for individuals and small businesses. Serving clients across Aquidneck Island and surrounding communities since 1990, the firm offers comprehensive tax preparation, year-round tax planning, and representation during IRS audits. Their services include handling W-2s, 1099s, business income, rental property expenses, retirement contributions, medical and child care costs, and state tax filings for those who have relocated. The team emphasizes thorough documentation and legal deductions to minimize tax liability while ensuring compliance with federal and state regulations.

Led by Dave Koohy, a U.S. Treasury Enrolled Agent and longtime resident of Aquidneck Island, the firm prioritizes one-on-one attention and long-term financial guidance. Koohy is a member of multiple professional organizations, including the National Society of Tax Professionals and the National Association of Tax Professionals, and has held leadership roles in local civic groups such as the Kiwanis Club of Aquidneck Island and the Newport Chamber of Commerce. The firm’s approach is rooted in meticulous record-keeping and proactive planning, helping clients manage their finances with confidence and clarity.

Located at 575 E Main Road, Unit 3, Wyatt Square, Middletown, RI, the business sits on a major thoroughfare in a well-established commercial area. The location is easily accessible from nearby residential zones and serves as a consistent hub for tax services across the region.

The firm maintains a strong digital presence with a well-optimized website that search engines can read cleanly, and its business information is consistently documented across online platforms. This reliability enhances visibility and trust, making it easier for clients to find and engage with the firm.

With deep roots in Newport and a commitment to personalized service, Coastal Financial Group & Island Tax Associates stands as a trusted financial partner for individuals and small businesses on Aquidneck Island.