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Coastal Financial Group & Island Tax Associates

Tax Preparer
Middletown Rhode Island 02842

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We help you keep the money you earn

Contact Details

Company Name
Coastal Financial Group & Island Tax Associates
Location
438 E Main Rd
Middletown, Rhode Island, 02842
United States

Professional Background

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Year Established
1989
Hours of Operation
During the tax season, 7:30 am thru 8:30 pm...Monday thru Saturday...Sunday 9am thru 3 pm

After Tax Season Mon-Fri 9am-4:30 pm
By appointments for Special Occasions
Accepted Forms of Payments
Cash
Check
Credit Card
Credentials
Enrolled Agent
Honors & Awards
Distinguished Past President of Kiwanis Club of Newport RI
Distinguished Past Lt Governor of New England District of Kiwanis
Governor of New England 2009-2010

About Coastal Financial Group & Island Tax Associates

I am an Enrolled Agent with the US Treasury and I also have my insurance and investment licenses. We are also a Notary Service here in Rhode Island. 

In regard to taxes, I am versed in all 43 states that require state tax returns to be filed.

 Dealing with military personnel, I understanding how moving from post to post can be difficult and by working with my firm, they do not need to worry about finding the right person to handle their tax needs. I can help them from any location around the world. 

Our motto for all clients is "We help you keep the money you earn".