James Castaldo CPA & Associates

Business Details

Trusted CPA Services in Long Island

At James Castaldo CPA & Associates, we provide personalized support tailored to the unique needs of businesses and individuals on Long Island. Our firm specializes in proactive tax strategies that are legal, ethical, and highly effective, helping clients minimize tax liabilities while maximizing financial growth. With expertise in business incorporation, we guide new ventures in selecting the optimal entity structure to ensure long-term success. Our comprehensive services include tax preparation, outsourced accounting, bookkeeping, retirement planning, and IRS tax resolution. We prioritize building long-standing professional relationships by listening carefully to client concerns and crafting customized solutions.

Our team brings extensive experience from senior roles at major corporations and accounting firms, ensuring clients receive expert guidance. Located in Lake Grove, Melville, and Hauppauge, we serve local businesses across industries such as Construction, Technology, and Transportation. We offer a free initial consultation to help clients understand how our services can meet their specific needs. Our commitment to transparency, ethical practices, and client-centric service has established us as a trusted partner in financial planning and compliance. We invite you to schedule a consultation and explore how our expertise can benefit your business or personal finances.

Services

Tax Services Accounting Services QuickBooks Services Business Incorporation Trust and Estate Planning

Highlights and features

We offer free initial consultations to build long-term relationships.
Our CPAs provide proactive, legal tax strategies tailored to your needs.
We specialize in tax services for Construction, Technology, and Transportation industries.
We assist with business incorporation and entity selection for new ventures.
Our team includes CPAs with senior management experience at major corporations.

Associations and certifications

American Institute of Certified Public Accountants
New York State Society of Public Accountants

Website

Update Listing

Services

Tax Services

Our tax services include preparation and planning for individuals and businesses, focusing on legal strategies to minimize liabilities. We specialize in resolving IRS and state tax issues while ensuring compliance. Clients benefit from tailored advice to retain more profits and navigate complex tax regulations.

Business Incorporation

We guide new businesses in choosing the optimal legal structure to reduce taxes and streamline operations. Our expertise ensures clients select entities that align with their financial goals. This service includes advising on compliance, liability protection, and long-term growth strategies.

QuickBooks Services

We offer setup, training, and data review for QuickBooks users. Our team helps businesses leverage the software for accurate financial tracking and reporting. This service ensures clients can manage bookkeeping efficiently while avoiding common accounting errors.

Trust and Estate Planning

Our estate planning services help individuals secure their financial legacy through trusts and wills. We focus on minimizing tax burdens and ensuring smooth asset transfer. Clients receive personalized strategies to protect their assets and meet long-term family needs.

IRS Tax Resolution

We represent clients in resolving IRS and state tax disputes, including audits and debt negotiations. Our approach prioritizes compliance while reducing penalties. This service provides peace of mind for individuals and businesses facing complex tax challenges.

People

James Castaldo

CPA

James Castaldo is a CPA with extensive experience in tax preparation, IRS representation, and corporate restructuring. He previously served as Manager of Compliance at Cablevision Systems Corporation and held senior roles at L-3 Communications and Bender Cicotto & Co. He holds an M.S. in Taxation from Long Island University and a B.A. in Business Administration from Hofstra University.

Questions

What accounting services do you offer for small businesses?

We provide outsourced bookkeeping, tax preparation, and financial planning tailored to small businesses. Our services ensure compliance and help optimize financial performance.

Do you offer free consultations for new clients?

Yes, we offer a free initial consultation to discuss your needs and how our services can benefit your business or personal finances.

How can you help with tax reduction for businesses?

We develop legal, proactive tax strategies to minimize liabilities, including entity selection, deductions, and credits specific to your industry.

What industries do you specialize in?

We specialize in serving Construction, Technology, Transportation, and entrepreneurial businesses, offering industry-specific tax and accounting expertise.

Can you assist with setting up QuickBooks for my business?

Yes, we offer QuickBooks setup, training, and data review to help you manage accounting efficiently and accurately.

Reviews (6)

Write a Review

Paula Flynn

Dec 21, 2021 Report

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 Report

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 Report

Positive:Professionalism,Quality,Responsiveness,Value
Thank you, Justin! Your expertise and attention to detail were invaluable. You made an overwhelming situation far less stressful and I am happy with the outcome! It was a pleasure working with you.

Lauchlin Groff

Oct 01, 2020 Report

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 Report

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.

Eric Slone

Sep 15, 2020 Report

Positive:Professionalism,Quality,Responsiveness,Value
Very happy with James Castaldo CPA & Associates! The firm is very professional, efficient and friendly. They are also very easy to work with, especially being that I am a small business owner. Highly recommend!