Castelltax

Call Us Today @ 801-550-2613

About Us

Accounting & Bookkeeping Services
Accurate, clean books and financial statements that give you clarity and control. Services include bookkeeping, general ledger setup, accounts payable, accounts receivable, bank reconciliations, and monthly/quarterly financial statements.
QuickBooks & Accounting Software Setup & Support
We assist with system design, setup, conversion from manual to automated systems (e.g., QuickBooks or other platforms), training, and ongoing software support so your accounting is efficient, accurate, and scalable.
Monthly/Quarterly Review & Performance Reporting
We don’t just “do the books” — we deliver meaningful financial reports and reviews (profit & loss, balance sheets, KPIs) to keep you informed and empowered to make smart decisions.
Controller/CFO Services & Advisory
For clients seeking a higher level of oversight, we offer controller and fractional CFO services—strategic financial management, budgeting, forecasting, internal controls, and financial advisory tailored to your business needs.

New Business & Startup Services
From incorporation to business planning—services for new businesses including entity setup, bookkeeping system implementation, payroll setup, and preparing for your first tax filing and financial statements.
Business Entity Strategy & Formation
We help you choose the optimal business structure (e.g., LLC, S Corp, C Corp) based on your goals, growth plans, and tax implications—ensuring you’re set up for success from day one.
Industry-Specific Accounting & Tax Services
We specialize in industries such as construction, manufacturing, restaurants, real estate, and professional services—understanding the unique accounting and tax challenges each faces.

Maximize Deductions
Every legitimate expense matters — we identify every deduction you’re entitled to, minimizing your tax burden and increasing your savings.
Tax Planning & Strategy
Year-round proactive planning to minimize future taxes and align financial decisions with your business and personal goals.
Multi-State & International Tax Services
For businesses operating across borders, we handle multi-state compliance, nexus issues, and international tax exposure.
Estate, Trust & Gift Tax Services
Planning and preparation of estate, trust, and gift tax returns—ensuring your wealth transfer strategies are both compliant and tax-efficient.

Sales Tax & Payroll Tax Compliance
Stay compliant with all sales and payroll tax obligations while avoiding costly penalties and freeing up time to focus on growth.
Tax Preparation & Filing – Business
Comprehensive preparation and filing for all business entity types, including federal, state, and multi-state returns.
Tax Preparation & Filing – Individuals
Full-service individual tax preparation, including complex cases such as investments, rentals, and self-employment.

IRS & State Tax Representation / Audit Support
As Enrolled Agents, we represent you directly before the IRS or state agencies—responding to notices, handling audits, and negotiating on your behalf.
Back Taxes & Tax Problem Resolution
We help resolve past-due filings, unpaid balances, and other tax issues—negotiating with tax authorities to bring you back into compliance.
Financial & Retirement Planning Integration
We integrate your accounting and tax strategy with long-term financial and retirement planning, ensuring your business and personal finances work together for your future success.

We are not just “tax preparers” — we’re strategic advisors who learn your goals, challenges, and plan accordingly.

Experienced, licensed professionals.

Transparent, timely service and high responsiveness.

Comprehensive: we cover both tax compliance and financial/operational accounting.

Personalized service: solutions tailored to your unique situation (whether you’re a business owner or individual).

About Us