Absolutely phenomenal! Dave and his entire team are wonderful to work with and do a tremendous job of making sure we understand everything we do with them and that we are fully satisfied with the services we receive. Cannot recommend coastal financial and island tax associates enough
June 2024
Experienced, Professional, Easy to work with, Trustworthy & Reliable. I won't let anyone else help me with my accounting business needs!
April 2024
Dave is truly amazing, knowledgeable and funny. We have been coming to Dave for about 15 years Highly recommend having him to taxes and investments.
About Coastal Financial Group & Island Tax Associates
For over two decades, Coastal Financial Group & Island Tax Associates has served Aquidneck Island and surrounding areas, with comprehensive financial and tax solutions. We provided personalized service and in-depth knowledge across various financial disciplines, including bookkeeping, payroll, investments, tax preparation, notary services, and more. Whether you're an individual or a business owner, we can help you navigate the complexities of financial matters and achieve your goals.
