Coastal Financial & Island Tax Associates

Coastal Financial & Island Tax Associates Full Service Tax and Business Planning. Located in Middletown, RI, David Koohy works with individuals and small businesses.

Island Tax Associates has been serving Aquidneck Island and surrounding communities since 1990. Enrolled Agent, Dave Koohy focuses on small businesses and individuals who are seeking personalized attention in order to file taxes to their best advantage, help manage their money and to financially prepare for the future. Dave was born and raised on Aquidneck Island and is an active and involved memb

er of his home town community. He is past Governor and Lieutenant Governor of the Kiwanis Club of Aquidneck Island and has been active in planning and implementing such events as their Bike Safety Program, Sunset Sail Event and Christmas Tree Sales. He is also a Master Mason where he is the Treasurer and has served on committees that facilitate the Clam Bake and Clam Boils, the Valentine’s Day Dance and the CHIP Program. Dave is also an active member of the Newport Chamber of Commerce. He and his wife, Teresa, reside on the island.

02/10/2026
🎓 Invest in Their Dreams—One Step at a TimeCollege may feel far off, but the smartest time to start is now. A 529 plan h...
09/18/2025

🎓 Invest in Their Dreams—One Step at a Time
College may feel far off, but the smartest time to start is now. A 529 plan helps you grow your child’s future with tax advantages and peace of mind. Let’s build their tomorrow—together.

📊 Start Smart. Stay Ahead.Financial peace doesn’t happen by accident—it starts with a plan. Let’s map out your goals, or...
09/16/2025

📊 Start Smart. Stay Ahead.
Financial peace doesn’t happen by accident—it starts with a plan. Let’s map out your goals, organize your finances, and build a strategy that works for you. The sooner you start, the stronger your future.

🕷️ Don’t Let Tax Season Haunt YouIt’s Friday the 13th—but the real horror is waiting until the last minute to prep for 2...
09/13/2025

🕷️ Don’t Let Tax Season Haunt You
It’s Friday the 13th—but the real horror is waiting until the last minute to prep for 2026 taxes. Swing by the office and let us help you organize, strategize, and banish financial fear for good.

We Remember. We Stand Proud.On Patriot Day, we honor the heroes, the families, and the resilience that define our nation...
09/11/2025

We Remember. We Stand Proud.
On Patriot Day, we honor the heroes, the families, and the resilience that define our nation. We're proud to support military families—not just today, but every day—with services that put people first.

💼 Smart Moves Start HereCurious about investing but not ready to dive into the deep end? Come explore low-risk options t...
09/09/2025

💼 Smart Moves Start Here
Curious about investing but not ready to dive into the deep end?
Come explore low-risk options that grow your money without the stress.
Call Coastal Financial Group Today! 401-846-4290

Investing isn’t just about money—it’s about freedom, choices, and living on your terms. We’re here to help you get there...
09/03/2025

Investing isn’t just about money—it’s about freedom, choices, and living on your terms. We’re here to help you get there.








Here's to the dreamers, the doers, and everyone who makes it happen. Happy Labor Day!
09/01/2025

Here's to the dreamers, the doers, and everyone who makes it happen. Happy Labor Day!

🖋️ Need something notarized? Skip the hassle—Mr. Koohy’s got you covered!Fast, friendly, and reliable notary services ri...
08/28/2025

🖋️ Need something notarized? Skip the hassle—Mr. Koohy’s got you covered!
Fast, friendly, and reliable notary services right when you need them. Stop by and get it done with confidence.
📍 Walk-ins welcome. Let’s make it official.

💰 Save smart. Invest smarter.Your future self will thank you for every dollar you didn’t spend on impulse buys and every...
08/26/2025

💰 Save smart. Invest smarter.
Your future self will thank you for every dollar you didn’t spend on impulse buys and every cent you put to work in the market. Whether it’s a rainy day fund or a retirement dream, today’s choices shape tomorrow’s freedom.
📈 Start small. Stay consistent. Watch it grow.

💼 Professional & Trust-BuildingTaxes aren’t just numbers—they’re opportunities.Led by Dave Koohy, a seasoned Tax Prepare...
08/21/2025

💼 Professional & Trust-Building
Taxes aren’t just numbers—they’re opportunities.
Led by Dave Koohy, a seasoned Tax Preparer and US Treasury Enrolled Agent, Island Tax Associates delivers one-on-one attention to help individuals and small businesses file smarter, manage money better, and plan for a stronger financial future.

Come in and let’s make your finances work for you. 💬










Address

575 E Main Road, Wyatt Square
Middletown, RI
02842

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 8am - 1am

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