Sensible Services For A Sensible Price
As a partner to sophisticated business owners, we understand the importance of optimizing your business and personal finances. Castle Rock is committed to providing comprehensive solutions and concierge-level service to meet all your business and personal needs.
Our Commitment
At Castle Rock, we pride ourselves on our unique approach to taxation, accounting, and consulting services. Our team of experienced professionals is dedicated to delivering exceptional service, accuracy, and responsiveness throughout the year.
Our Process
While many accounting firms focus on just tax season, we recognize that your business doesn't stop, and neither do we. Our year-round engagement ensures that you're always on the right track to meeting your financial and business goals.
Our Services
We offer a range of services designed to meet the complex needs of our clients. Our services include:
Tax
We handle all your business and personal tax needs, ensuring compliance and minimizing your tax burden.
Accounting
Our meticulous approach to accounting, bookkeeping, and payroll services ensures the accuracy and reliability of your financial records.
Consulting
Our consultation services take a proactive approach, working closely with you throughout the year to ensure you're meeting your financial and business goals.
Meet Our Team
Our experienced team of professionals is dedicated to providing exceptional service and support. Meet our team and learn more about their backgrounds and areas of expertise.
Our Values
At Castle Rock, we value honesty, integrity, and fairness in everything we do. We believe that by embodying these values, we can build strong relationships with our clients and provide the highest level of service.
Our Office Locations
We have two convenient office locations in Newport Beach and Santa Ana, California. Visit us in person or contact us to schedule a consultation.
Get Started
Ready to take control of your business and personal finances? Contact us today to schedule a consultation and take the first step towards a more prosperous future.
Exceptional Service and Professionalism
Castle Rock Accountants were recommended to a reviewer who was dreading starting over with a new firm after their previous accountant of 15 years retired. They had big shoes to fill and were tasked with reviewing their accounts, preparing returns, and filing in a short amount of time. The team was highly organized, terrific in making the transition as painless as possible, and provided sound advice in an easy-to-understand manner. The reviewer appreciated the time they spent getting to know their personal situation and businesses, resulting in a smooth filing process.
Personalized Service and Expertise
Matt, the founder of White & Co., has built a reputation for being intelligent, professional, and highly responsive. His clients praise his ability to make tax time seamless and easy, as everything is done electronically at their pace. He is also known for his willingness to provide tax advice and guidance at any time. Mr. White is a trusted and reputable professional in the industry, with many clients referring their friends and colleagues to his services.
Consistency and Trust
Many clients have worked with Matt for numerous years and have always felt confident in his abilities. He handles a wide range of services, including taxes, payroll, and bookkeeping for individuals and businesses. His clients appreciate his high level of expertise, professionalism, and responsiveness, making it easy to refer others to his services.
Challenges and Disappointments
However, not all experiences with White & Co. have been positive. One reviewer had multiple oversight issues while handling their personal accounts and S Corp bookkeeping. They found errors in their bookkeeping and almost missed out on a $10,000 refund. As a small business, they couldn't continue paying the large fees for their work, so they switched to a different accounting firm.
Overall Satisfaction
Despite the occasional issue, the majority of clients have had a positive experience with White & Co. and Matt White. His dedication to his clients, expertise in tax preparation, and professionalism have earned him a reputation as a trusted and reliable accountant.
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