James Castaldo CPA & Associates

Dedicated Professionals, Personalized Support

At James Castaldo CPA & Associates, we offer personalized accounting and tax services to small businesses and individuals throughout Long Island. With over decades of experience, our team of certified public accountants (CPAs) and tax experts are passionate about helping clients achieve financial success and mitigate tax burdens.

Comprehensive Accounting Services

We offer a comprehensive range of accounting services to streamline your financial operations and maximize your efficiency. This includes:

• Small Business Accounting: Customized bookkeeping solutions to track income, expenses, and financial performance.
• QuickBooks Services: Setting up and managing your QuickBooks software for efficient account management.
• Outsourced Bookkeeping: Reliable and affordable outsourcing of your bookkeeping tasks.

Strategic Tax Guidance

Our experienced tax professionals can assist you with:

• Business Tax Planning: Developing tailored strategies to minimize your tax liabilities and maximize deductions.
• Tax Preparation: Accurate and efficient filing of state and federal taxes for individuals and businesses.
• Tax Resolution: Collaborative resolution of tax issues and disputes with the IRS.

Additional Services for Growing Businesses

We understand the unique challenges faced by new and growing businesses. Our services include:

• Business Incorporation: Guidance on selecting the right business entity for your needs.
• Retirement and Estate Planning: Developing plans to secure your financial future.
• New Business Advisor: Strategic consultations to establish your business for success.

Client-Focused Approach

At James Castaldo CPA & Associates, we prioritize open communication and collaboration with our clients. We take the time to understand your individual needs and concerns, and we work with you to develop customized solutions that align with your unique goals.

Our Commitment

We believe in building strong relationships with our clients based on trust and mutual respect. We are dedicated to providing unparalleled responsiveness, transparency, and personalized guidance throughout the process.