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.
Great experience with Coastal Financial Group & Island Tax Associates. They made my income tax filing simple and stress-free. The office was warm and welcoming, and the team was engaging and easy to work with. They really know how to make a complicated process feel smooth and painless. Highly recommend
April 2026
Professional and very knowledgeable, I would highly recommend their services.
March 2026
Dave is the best. Appreciate going into taxes every year knowing you’re in great hands!
