Coastal Financial Group & Island Tax Associates

Amanda George

5 months ago

We’ve been working with David for years and couldn’t be happier. He’s always quick to respond, incredibly detailed, and genuinely personable. His consistency and professionalism make every interaction easy and efficient. Highly recommend!

B.J. Porter

6 months ago

We just popped in to get something notarized and they were as polite and helpful as could be. They took us right in and got our paperwork sorted even though we aren't clients of theirs. David Koohy, who I believe runs the place, handled it for us and was very nice and welcoming.

Joshua Chiarini

a year ago

I can’t say enough good things about Dave at Coastal Financial Group & Island Tax Associates in Middletown. He helped me navigate the ins and outs of taxes for my small business, and also took great care of my wife, who’s active duty military, and myself—a local firefighter. Dave truly understands the unique situations that military families and first responders face, and he went above and beyond to make sure everything was squared away. Professional, knowledgeable, and just a genuinely good guy—Dave treats you like family, not just a client. If you’re looking for someone you can trust with your finances, whether it’s personal, business, or military-related, this is the place to go. Highly recommend!

Ashley Surber

12 months ago

Straight to the point and knowledgeable! Dave was a blast to talk to and knew his stuff. Grateful he took the time to sit with me and explain my taxes to me. Finally have someone I trust!

Molly Merwin

2 years ago

Dave was incredibly helpful when I came in to fill out my taxes. He came in on a Sunday and took my appointment last minute. I was very pleased with his financial help! He gave me plenty of advice and answered all my questions thoroughly. He's also hilarious. I'll never go to H&R block again! Thanks Dave!