CAS & Associates, Inc.

I decided to seek a new Accounting firm last year. I interviewed a dozen local and non local firms. The non local seemed ok but I like to be able to walk into a physical establishment especially when it comes to my finances. At first we had a couple meetings with the full staff and as Mary (the Owner) said, “you gotta trust the process and us.” I moved forward and also decided to do payroll with CAS. My contact point for my books is Katie and she is clear and on point. We communicate as often as needed but honestly it’s very smooth. For ex on 6/15 I emailed her a question about quarterly tax payments needing to be paid. Her answer was that they are pending already… read full review

CAS and our engagement with Tara and Mary has been instrumental in managing our small business taxes as well as our individual taxes. They are strategic partners, thinking ahead and problem solving like investment advisors. It was just what we have been looking for and so grateful for their partnership! AmyO.

We've had a great experience with CAS & Associates. Tara has been sharp and on top of things from day one, and the whole team makes the work easy — they're responsive and organized, and they treat our finances with the same care as if the business were their own. It really does feel like we're all on the same team. Mary has built a strong operation, and it shows in everyone we deal with. We're glad we made the switch and feel good having them in our corner.