James and his entire team have been exceptional to work with. They are far more than accountants, they are trusted business advisors who are genuinely invested in the success of our business.
Not only do they handle our tax preparation and planning, but they also take the time to review our profit and loss statements, discuss our financial performance, and provide strategic recommendations on the best ways to strengthen and grow our business. Their guidance has helped us better understand our numbers, improve profitability, and identify opportunities to increase revenue.
What truly sets them apart is their level of service. Whenever we call or have a question, someone… read full review
About James Castaldo CPA & Associates
James Castaldo CPA & Associates is a reputable CPA firm based in Lake Grove, NY, specializing in small business accounting and tax services since 2005. The firm has earned the Clutch Award for Top Accounting Firms in New York City in 2021.
The accounting services offered include business accounting, cloud accounting, financial statements, budgeting and financial forecasting, cash flow monitoring, bookkeeping, mergers and acquisitions, succession planning, business valuation, incorporation services, audit and assurance services, business tax reduction planning, and tax preparation. The firm specializes in small business accounting, restaurant accounting, transportation accounting, construction subcontractor accounting, and entrepreneurial business accounting.
Clients have praised the firm's top-notch services, knowledgeable staff, and efficient handling of complex tax issues. The firm has been commended for providing personalized attention and guidance to small businesses, helping them with tax planning, budgeting, and growth strategies. Overall, James Castaldo CPA & Associates is a trusted partner for businesses seeking comprehensive accounting and tax services.
Reviews
We've had a great experience working with Castaldo CPA firm for our restaurant. They handle our bookkeeping, tax returns, sales tax filings, and financial records accurately and on time. They also help us with budgeting and tracking our cost per plate, which has been extremely valuable for managing our business. Their team is knowledgeable, responsive, and professional. We highly recommend them to any restaurant or business looking for reliable accounting and tax services.
I just switched from another CPA firm and am extremely satisfied so far. James and his team and very responsive and the work was great. I asked questions and everything was explained. I will continue to use.
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Good to know
- long island certified public accountant and business advisor
Location
6 Forest Avenue, Lake Grove, NY 11755
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