Business Details
30 Years
experience
Your Trusted Partner for Accounting Solutions
At Casillas Accountancy Group, our first priority is the success of our clients. We build lasting relationships through word-of-mouth referrals, emphasizing honesty, efficiency, and a personal approach. Our team has delivered excellence since 1988, leveraging decades of experience to help clients achieve financial goals through tailored tax strategies, estate planning, and business advisory services.We are deeply committed to community involvement, exemplified by founder Robbie Casillas coaching local youth sports and encouraging staff and clients to contribute meaningfully to society. Our conservative growth philosophy ensures our focus remains on delivering exceptional client service in a welcoming, family-oriented environment.
Services
Tax Services
Estate Planning
IRS Audit Representation
Financial Statements
Business Planning
Details
- Year established: 1996
Highlights and features
- We offer 35+ years of combined accounting expertise since 1988
- Our personalized approach builds lasting client relationships
- Founding CPA actively coaches local youth sports teams
- Team includes multi-state licensed professionals and experienced staff
- Conservative growth model maintains client-focused service quality
Services
Tax Services
Comprehensive tax preparation for individuals and businesses. Our experienced CPAs deliver strategic tax planning solutions to minimize liabilities while ensuring compliance. We handle complex returns for high-net-worth clients and corporations.
Estate Planning
Customized estate planning services to protect your assets and ensure proper distribution. We create tailored strategies for wills, trusts, and legacy planning that align with your personal wishes and financial goals.
IRS Audit Representation
Professional IRS audit representation with experienced CPAs. We prepare clients for audit processes and advocate on their behalf to resolve tax disputes efficiently and favorably.
Financial Statements
Accurate financial statement preparation for business decision-making. Our services include compilation, review, and analysis to provide clear insights into company performance and financial health.
Business Planning
Strategic business planning combining client vision with our expertise. We assist with entity selection, financial strategy, and long-term growth planning tailored to each business's unique needs.
People
Robert J. Casillas
CPA, Founder
Licensed CPA in California, Nevada, and Texas with 30+ years experience. Former KPMG accountant and military dependent who values hard work and community service through youth coaching.
Christina Casillas
Business Management
Co-founder managing daily operations since 1996. Handles payroll, bookkeeping, and client support while balancing family life with triplets.
Brenda
Staff Accountant
30-year accounting veteran with expertise in bookkeeping, payroll, and client management. Provides continuity and operational expertise since the firm's inception.
Julian Casillas
Staff Accountant
Master's in Accounting from Texas Christian University. Former KPMG real estate specialist preparing for CPA exam while contributing to firm operations.
Questions
What accounting services do you offer?
We provide tax preparation, estate planning, IRS audit representation, financial statements, business planning, payroll processing, and sales tax return services.
Are you available for in-person consultations?
Yes, we maintain offices in both Laguna Niguel and Riverside, California for face-to-face meetings with clients.
How long has your firm been operating?
Casillas Accountancy Group has served clients since 1996, with our founding CPA having practiced since 1988.
What makes your firm different?
Our personal approach combines decades of experience with community values, focusing on long-term client relationships rather than rapid growth.
Do you work with both individuals and businesses?
Yes, we serve both individual clients needing personal tax planning and businesses requiring comprehensive accounting solutions.
