Coastal Financial Group & Island Tax Associates of Newport

Coastal Financial Group & Island Tax Associates of Newport is an Accountant in Newport, RI, located at 575 E Main Road. The firm provides tax preparation, filing, and financial planning services for individuals, families, and businesses of all levels, including sole proprietorships, partnerships, C Corps, and S Corps. The practice also offers audit representation and acts as a liaison to the IRS on behalf of clients. They serve small businesses and military professionals, and work with clients residing in states other than Rhode Island. The business holds a 4.90 rating based on customer reviews. Island Tax Associates has been serving Aquidneck Island and surrounding communities since 1990. Led by Professional Tax Preparer and US Treasury Enrolled Agent Dave Koohy, the firm focuses on one-on-one attention to help clients file taxes to their best advantage and manage their finances. The team assists with preparing documents for tax meetings, including handling information from Quicken programs, Social Security cards, and various expense receipts. They help clients identify legal benefits and deductions to limit tax liability and plan ahead to save money. The firm advises on online bookkeeping systems and helps set up realistic budgets by balancing income against expenses. They also coordinate with investment professionals to ensure comprehensive financial coverage. Dave Koohy was born and raised on Aquidneck Island and is an active member of the community. He has served as past Governor and Lieutenant Governor of the Kiwanis Club of Aquidneck Island and is a Master Mason where he serves as Treasurer. He participates in local events such as the Bike Safety Program, Sunset Sail Event, and Christmas Tree Sales. He is also an active member of the Newport Chamber of Commerce. He and his wife, Teresa, reside on the island. The firm helps clients manage retirement accounts, noting that contributions to traditional IRAs and 401k’s can result in tax breaks. The business is recognized for its positive rating from the customers who have reviewed it. Coastal Financial Group & Island Tax Associates of Newport combines long-standing local service with expert tax preparation to support the financial stability of Newport residents and businesses.

BizScoreAI awarded the business a Technical score of 94 out of 100, ensuring the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also achieved a Discoverability score of 75 out of 100, meaning AI crawlers are allowed in and can find every page, which is the first step before any AI assistant can recommend the business. Additionally, the business ranks number 2 of 3 Accountant businesses that BizScoreAI has scored in Newport.