Business Details
Your Trusted Long Island CPA Firm for Accounting & Tax Services
At James Castaldo CPA & Associates, we provide personalized accounting and tax services tailored to the unique needs of businesses and individuals on Long Island. With decades of combined experience in tax strategy, IRS resolution, and business advisory, our team delivers legal, ethical, and highly effective solutions. Our firm prioritizes long-term client relationships, offering proactive tax planning, business incorporation guidance, and expert QuickBooks support.We pride ourselves on staying ahead of evolving tax regulations to minimize liabilities while maximizing client savings. As a trusted local CPA firm, we combine technical expertise with personalized service to ensure clients achieve their financial goals.
Services
Tax Preparation
IRS Tax Resolution
QuickBooks Support
Business Accounting
Estate Planning
Non-Profit Tax Services
Succession Planning
Audit Assistance
Bookkeeping
Retirement Planning
Highlights and features
- We offer a free initial consultation to build personalized solutions.
- Our team specializes in tax strategies for construction, technology, and transportation industries.
- Certified CPAs with experience at major corporations like Cablevision and L-3 Communications.
- Proactive tax planning minimizes liabilities while maximizing savings.
- Comprehensive IRS representation for audits, liens, and debt settlements.
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Public Accountants
- QuickBooks Certified ProAdvisor
What people say
Expert tax services
Personalized support
Successful IRS resolutions
Proactive strategies
Free consultation
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance while optimizing deductions. Our CPAs analyze financial situations to minimize liabilities and maximize refunds. Services include federal, state, and local tax filings with strategic year-round planning.
IRS Tax Resolution
Our firm specializes in resolving IRS issues including audits, liens, levies, and back taxes. We negotiate settlements like Offers in Compromise and installment agreements. Expert representation ensures compliance while protecting client assets and financial stability.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we offer setup, training, and ongoing support. Services include software selection, data cleanup, report generation, and staff training. Our goal is to streamline financial management for small businesses using industry-leading accounting technology.
Business Accounting
We provide full-cycle accounting services including financial reporting, cash flow management, and payroll processing. Our outsourced solutions help businesses maintain accurate records, prepare budgets, and make data-driven decisions for growth and operational efficiency.
Estate Planning
Our estate planning services create tailored strategies for asset protection and legacy planning. We coordinate trusts, wills, and tax-efficient transfers to ensure client wishes are fulfilled while minimizing estate tax burdens for beneficiaries.
People
James Castaldo
CPA
James Castaldo is a certified public accountant with expertise in tax strategy, IRS representation, and business advisory. He previously held senior roles at Cablevision Systems Corporation and L-3 Communications, bringing decades of corporate and accounting firm experience to his practice.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll, business advisory, and tax planning tailored to small businesses on Long Island.
Do you offer free tax consultations?
Yes, we provide free initial consultations to discuss your tax planning, IRS issues, or business accounting needs.
How can you help with IRS tax problems?
Our firm offers audit representation, lien/levy release, back tax resolution, and settlement options like Offers in Compromise.
Do you support QuickBooks users?
Yes, we're QuickBooks Certified ProAdvisors offering software setup, training, data cleanup, and ongoing accounting support services.
What tax credits are available for small businesses?
Download our free guide '5 Small Business Tax Credits You Should Know About' during your consultation to discover potential savings.
Where are your offices located?
We have three Long Island locations in Melville, Hauppauge, and Lake Grove for client convenience.
