Bookkeeping service in Middletown, RI (show on map)
4.9
★★★★★
117 reviews
Coastal Financial Group & Island Tax Associates offers tax preparation, planning, and advisory services for individuals and businesses on Aquidneck Island and surrounding communities.
Island Tax Associates, part of Coastal Financial Group, has served Aquidneck Island since 1990. Under the leadership of Enrolled Agent Dave Koohy, the firm offers comprehensive tax preparation, filing, planning, audit liaison, bookkeeping, financial management, payroll services, and budgeting for individuals and businesses of all sizes.
The team is involved in local community events and holds multiple professional accreditations.
Personalized attention
One-on-one service
Community involvement
Multiple professional accreditations
Services
Tax Preparation & Filing for Individuals
Detail-oriented tax preparation focusing on maximizing deductions and ensuring timely, legally compliant filing.
Maximizes deductionsTimely filingLegal compliance
Tax Planning
Strategic planning to minimize tax liability throughout the year.
Year-round planningBudgeting for tax paymentsReduction of tax burden
Tax Audit and IRS Liaison
Representation and negotiation with the IRS during audits.
Direct IRS communicationReduction of audit impactFuture tax return corrections
Tax Preparation & Filing for Businesses
Comprehensive tax services for various business structures.
Support for all business typesAccurate filingCompliance with tax laws
Bookkeeping
Professional bookkeeping services for accurate financial record-keeping.
Up-to-date recordsAccurate financial reportingSupport for all business sizes
Financial Management Planning
Holistic financial planning to ensure long-term stability.
Comprehensive financial overviewCoordination with investment professionalsBudget and retirement planning
Credentials & Certifications
Enrolled Agent (US Treasury)
Member of National Society of Tax Professionals
Member of National Society of Accountants
Member of National Association of Tax Professionals
BBB in good standing since 1999
Since 1999
Reviews
Rating
4.9
★★★★★
Reviews
117
"They really know how to make a complicated process feel smooth and painless."
Frequently Asked Questions
What documents do I need to bring for a tax filing meeting? +
You should bring your Social Security cards, tax returns from the last two years, medical cost information, Social Security income, unemployment insurance forms, business and self-employment income records, rental property expenses, donations receipts, estimated tax payment details, IRA and pension contributions, child care expenses, student loan interest, business self-employment expenses, and tuition expenses.
What are the contribution limits for IRAs and 401(k)s? +
For IRAs, individuals under 50 can contribute $6,000/year and those over 50 can contribute $7,000/year. For 401(k)s, individuals under 50 can contribute $19,000/year and those over 50 can contribute $25,000/year.
What is the process for handling a tax audit? +
Island Tax Associates will work directly with the IRS on your behalf, review your taxes to identify any red flags that prompted the audit, and correct them in future tax returns to promote a good outcome.
Contact Coastal Financial Group & Island Tax Associates
4.9
