About Coastal Financial Group & Island Tax Associates
Coastal Financial Group & Island Tax Associates has been a trusted name on Aquidneck Island for over twenty years, providing personalized financial and tax solutions. The team, particularly known for their expertise and approachability, excels in various areas such as bookkeeping, payroll, investments, tax preparation, and notary services. Clients consistently praise the knowledgeable and friendly service, with many expressing gratitude for the clear explanations and guidance provided during tax season. The firm is especially recognized for understanding the unique needs of military families and first responders, ensuring that clients feel comfortable and supported throughout the process. Many reviews highlight the enjoyable experience of working with the team, describing them as professional, trustworthy, and genuinely caring. Coastal Financial Group & Island Tax Associates is highly recommended for anyone seeking reliable assistance with their financial matters, whether personal or business-related.
We’ve been working with David for years and couldn’t be happier. He’s always quick to respond, incredibly detailed, and genuinely personable. His consistency and professionalism make every interaction easy and efficient. Highly recommend!
July 2025
David and the staff were very welcoming and super friendly. Their location was very easy to access.
July 2025
David was amazing! He walked me through all the steps of owning a small business and had lots of helpful advice for me. Thanks David!
