About
By providing accounting and tax services that are more than "putting the right number in the right box". If you are looking for an advisor to help you solve problems, the Castellon Professional Services Team of CPAs and associates wants to be your business partner.
At Castellon Professional Services we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
Helping my clients succeed in their financial endeavors.
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Frequently asked questions
What is your typical process for working with a new customer?
Initial consultation at no cost.
What education and/or training do you have that relates to your work?
Licensed CPA, Chartered Global Management Accounting and Master's in Taxation
20 years of public and private accounting experience
Do you have a standard pricing system for your services? If so, please share the details here.
Tax Services $200 per hour
Financial Services $100 per hour
Typical individual tax return fee 2.5 hours or $500
Typical business tax return 5.0 hours or $1,000
How did you get started in this business?
Interest in helping others with financial and tax matters.
What types of customers have you worked with?
Mainly individuals and closely held entities.
As a tax generalist, my clients range from individuals to publicly traded corporations.
What advice would you give a customer looking to hire a pro in your area of expertise?
Speak to tax pro to assure open and informative communication. You should not hesitate to ask questions as well as expect to be educated to make informed decisions.
What questions should customers think through before talking to pros about their needs?
Financial and tax matters you want assistance in priority of importance. Do you want consultation to do yourself and/or preparation. Consider the cost benefit of hiring a pro. If compliance in nature, consider consulting and do yourself. If high value, consider consulting and pro prepare.