At Castiglia, LLP, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from objective analysis to assist in controlling costs, increasing efficiency, and implementing new technologies and procedures that take advantage of changes in the marketplace, accounting standards, and tax law. Our assurance services will improve information quality or its context, meaning more success for your business.

These services include but are not limited to:

• Audits, reviews, and compilations
• Entity selection and restructuring
• Accounting software selection, implementation, and support
• Business valuations
• Financial projections and forecasts
• Debt and finances advising
• Mergers and acquisitions
• Transaction structuring and negotiations
• Business succession

Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Stop wondering if and how your business will continue without you there. As experts in business succession planning, our firm can suggest many courses of action to provide assurance that your business will enjoy a smooth continuance and that your heirs and business associates will be well protected.

Our firm provides cost-effective business valuation services, quickly and efficiently.

Our firm advises prospective business purchasers about local market conditions, industry trends, and the financial condition of an acquisition candidate. If you are selling a business, we can offer advice for obtaining the best possible sales price and contract payout terms.

Our firm offers expert cash flow and budgeting analyses that can help you minimize cost overruns, lost purchase discounts, and uncollectable receivables. Many of our clients state that these value-added services are indispensable.

Our firm offers estate planning services so you can minimize both federal and state estate tax liabilities. We will endeavor to protect your heirs from the unneeded emotional devastation that can be caused by estate tax levies.

Our firm provides expert preparation of federal and state estate, gift, and trust tax returns.

Our firm provides complete financial and business forecasting services, including proforma projections. We will also customize - What If - planning scenarios to help management foresee and plan for unexpected business contingencies.

Castiglia, LLP's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Castiglia, LLP can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency and realize a businesss full profit potential.

Our firm offers tailor-made forensic accounting services as well as expert testimony. We are often consulted during matrimonial disputes and partnership dissolutions to provide business valuation services and uncover malfeasance and financial irregularities.

Our firm knows the tax laws, and we know how your tax return was prepared. We can provide complete representation services before the IRS as well as state and local taxing authorities. We are also experienced in negotiating Offers in Compromise with the IRS.

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Our firm continuously monitors federal, state, and local tax law changes to allow its clients to minimize current and future tax liabilities. If necessary, we can implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing. Of course, we offer full tax preparation and filing services.

Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Our firm provides professional compilation, review, and audit services to businesses of all sizes. We can quickly compile your financial records into meaningful GAAP-compliant financial statements, offer limited-scope review testing, and can deliver complete audit attestation.