Financial clarity for you & your family.
Financial clarity for you & your family.
Putting our financial knowledge to work for you.
Families who want to protect their financial legacies can depend on Castellano-Piatt Accounting, LLC for guidance, tax planning strategies and advisory services that minimize tax liabilities and maximize growth opportunities. Close personal attention ensures that your family’s goals are fully understood, planned for and achieved. Our advice and guidance extends beyond simple tax returns; we advise you on your day-to-day monetary decisions so that you can accomplish your financial aspirations.
Individual & family tax
Effective tax managment is a key component to sound financial managment. We leverage our full scope of financial expertise so your tax strategy supports your financial goals.
Planning for the future
As your trusted advisor, we are here for day-to-day advice as well as the long range financial planning you need to plot the course and accomplishing your goals for your family and estate.
Fiduciary & trustee services
We have a long history of providing for the financial well-being of clients with fiduciary and trustee services. Our experienced professionals understand and appreciate the issues involved in each case.
Personal taxes & planning.
Tell us more about yourself and we can tell you how we can help.
Personal taxes & planning.
Tell us more about yourself and we can tell you how we can help.
From bill pay to tax representation, we can help.
- Organize documents
- Coordinate bill paying & check writing
- Develop or maintain filing systems
- Determine document retention
- Reconcile bank statements
- Provide Medicare and Medicaid assist
- Prepare payroll for household employees
- Payroll tax returns for household employees
- Specialized tax preparation for seniors with home visits
- Act as Financial Power of Attorney Court-appointed Conservator
- Offer Personal Representative
- Executor services
Family finances & eldercare.
Fiduciary services for delicate family needs.
Family finances & eldercare.
Fiduciary services for delicate family needs.