James Castaldo CPA & Associates is a Long Island CPA firm located in Lake Grove, offering comprehensive accounting and tax services for small businesses and individuals. We provide tax preparation, outsourced accounting and bookkeeping, retirement and estate planning, new business advisement and more.
In addition to our wide range of accounting and bookkeeping services, we also work with new businesses to select the best entity and develop a sound business plan so they start off on the right foot. We can devise tax planning strategies that retain more of your profits and provide tax preparation services for both businesses and individuals.
In addition to our wide range of accounting and bookkeeping services, we also work with new businesses to select the best entity and develop a sound business plan so they start off on the right foot. We can devise tax planning strategies that retain more of your profits and provide tax preparation services for both businesses and individuals.
Services
Trusting your business or personal finances with someone you don't know can be challenging. At James Castaldo CPA & Associates, we understand the difficulties behind choosing the right Long Island CPA for you or your business, which is why we offer a free initial consultation. This allows you to get to know us and us to get to know your business - so we can build a long-term professional relationship.
In order to run a successful business, you need to manage your finances, but doing so can become increasingly difficult as your business grows. Working with a qualified Long Island CPA firm like James Castaldo CPA & Associates ensures the confidence you need when addressing the accounting and tax demands of your business.
Are you starting a new business or looking for a business advisor for your existing small business? At James Castaldo CPA & Associates, a Long Island CPA firm, we have the experience needed to get your business started on the right track. We provide small businesses with a wide variety of Incorporation and LLC services including business plan development, entity selection, new business advisement, tax planning and more.
QuickBooks can make accounting and bookkeeping for small businesses easier - when used properly. Quickbooks is one of the most efficient tax and accounting softwares on the market, but only if you know the ins and outs of the program.
As Long Island QuickBooks Certified ProAdvisors, James Castaldo CPA & Associates can assist with the installation, set-up, training and support of your QuickBooks system to ensure you're getting the best use of your accounting software.James Castaldo CPA & Associates delivers complete QuickBooks accounting support services to local businesses in the Long Island area.
As Long Island QuickBooks Certified ProAdvisors, James Castaldo CPA & Associates can assist with the installation, set-up, training and support of your QuickBooks system to ensure you're getting the best use of your accounting software.James Castaldo CPA & Associates delivers complete QuickBooks accounting support services to local businesses in the Long Island area.
Accounting is the foundation of any business, but for a small business owner, trying to manage your finances on your own can be a challenge. You may think you're saving money but the time spent on accounting and bookkeeping tasks keeps you from bringing in revenue, and hiring an in-house bookkeeper will only consume more of your resources.
Reviews (9)
Paula Flynn
Dec 21, 2021
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Our buisness has been working with James Castaldo CPA and his team Justin, Will and Drake, for 3-4 years now for our taxes, payroll and support. We are extremely happy with their services as they are very knowedgable, professional and always quick to respond to questions or problems. I would highly recommend them for their expertise and great customer service.
Pollitos Daycare
Dec 17, 2021
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We are extremely grateful to do business with James Castaldo CPA & Associates. We found them through a Google search and were highly impressed with their reviews. As new small business owners, we made mistakes and also spent many years building our business. With so much time spent on building a brand we relied too much on previous accountants who created an absolute accounting mess that cost us thousands of dollars. We've been fortunate to work with Will, Justin, and Drake. Will did an amazing job cleaning the mess left by the previous accountant. I find everyone at Castaldo CPA to be very professional
Brittannia Cordero
Jun 23, 2021
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Lauchlin Groff
Oct 01, 2020
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I was referred to James Castaldo by a good friend. They definitely did not steer me wrong. I have been bringing my taxes to him at the Smithtown location for the past few years, including this season. James has always done excellent work, and is very thorough and helpful explaining any issues. The associates, namely Will and Justin, provide the same experience, and I consider it a testament to the quality of the business to see their familiar faces each year when I return. I highly recommend James Castaldo CPA and Associates! Thank you guys!
Brittany K.
Sep 20, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
James and his team are the most educated in the business. They helped me secure my mortgage by being readily available and fast. They are professional, efficient and overall great people. I highly recommend anyone looking for a CPA to go to James and his team.
James and his team are the most educated in the business. They helped me secure my mortgage by being readily available and fast. They are professional, efficient and overall great people. I highly recommend anyone looking for a CPA to go to James and his team.
Eric Slone
Sep 15, 2020
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Sonia Mohan
Aug 25, 2020
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Michelle Coats
Jun 19, 2020
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I am SO grateful for Justin at James Castaldo CPA! I started my own business last year, so this is my first year doing business taxes, and it is so stressful!! Justin was amazing and patient at helping me with my Quickbooks. He told me what changes he made, and why, and helped set me up correctly for the next year. To me, it was very important to have open, easy communication, and he provided that. As a new business owner, just knowing that you have someone dependable to help you along the way is a great relief! I have already recommended him to my clients and friends!
Carlos Belliard
May 27, 2020
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Simply put, top notch service. Their response time and availability is second to none. Their patience in explaining things is remarkable and comforting. Their willingness to provide guidance and give advice makes them a must have. Give these guys a all! James, Justin and Will won’t leave you disappointed.
