CPA-led Tax • Bookkeeping • Advisory
Kendall Castro, CPA
Castro CPA Tax & Business Advisory

Castro CPA • Tax & Business Advisory

Small business taxes, bookkeeping & accounting

Clear numbers. Proactive tax planning. A CPA you can actually reach. From monthly books to year-end filings, we help you stay compliant and confident.

★★★★★
Client-first service
CPA
Licensed professional
Secure
Encrypted document exchange

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Services

Choose what you need today — scale up as you grow.

Business Tax Returns

Partnerships, S-Corps, and LLCs. Accurate filings with clean documentation.

  • Year-end close support
  • Owner comp planning (S-Corp)
  • Multi-state guidance (as needed)

Tax Planning

Quarterly planning so there are no surprises at filing time.

  • Estimated payments
  • Deduction strategy
  • Entity & salary optimization

Bookkeeping

Monthly reconciliations and reporting you can understand.

  • Clean chart of accounts
  • Bank/credit card reconciliation
  • Monthly financial statements

Payroll

Payroll setup and ongoing processing with compliance in mind.

  • W-2 employees
  • 1099 contractors
  • Quarterly filings support

Advisory for Owners

Make decisions with clarity: cash flow, pricing, taxes, and growth.

  • Cash flow forecasting
  • KPI dashboards
  • Profitability review

New Business Setup

Start clean: entity choice, tools, and processes that fit your business.

  • LLC/S-Corp guidance
  • QuickBooks setup
  • Basic compliance checklist

Pricing & approach

Simple, transparent, and built around your goals.

Quick consult

We learn your situation and recommend the right path (tax, books, or both).

Fixed monthly options

Most ongoing work can be packaged into predictable monthly pricing.

Proactive updates

We check in during the year so you stay ahead of deadlines and changes.

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What clients say

A few words from business owners and individuals we’ve helped.

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Meet Kendall Castro, CPA

Kendall helps entrepreneurs and families keep their financial foundation solid — with clean bookkeeping, strategic tax planning, and a calm, straightforward process.

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Straight talk
No jargon — you’ll understand what we’re doing and why.
Modern tools
Cloud accounting, secure document sharing, and easy workflows.
Year-round help
Not just at tax time — planning and support across the year.

FAQ

Quick answers to common questions.

Do you work with clients remotely?
Yes — we can support clients virtually using secure document exchange and video/phone calls.
Can you clean up messy bookkeeping?
Absolutely. We can do a one-time cleanup, then move you into a monthly bookkeeping rhythm.
How do we get started?
Book a consultation. We’ll review your needs, recommend a plan, and outline next steps.

Book a consultation

Tell us what you need. We’ll reply with next steps and a scheduling link.

Hours
Mon–Fri • 9am–5pm

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