When it comes to estate planning and tax preparation, all CPA firms are not created equal. You can depend on the experienced accountants at James Castaldo CPA & Associates for comprehensive estate planning services and tax planning strategies. With us in your corner, you'll take advantage of every avenue available to minimize your tax burden and maximize your income. We know every dollar counts so we provide a high level of service to protect your wealth while staying in compliance with all current tax laws and regulations.
Call us at 631-302-1945 now to discuss how we can formulate a plan to keep more money in your pocket now and efficiently transfer wealth to beneficiaries down the road. You can also request your free consultation online.
Work with us to develop an estate plan that reflects your personal goals so you can face your financial future with confidence. We can assist you with everything from charitable gifting to post-mortem planning.
We're constantly designing new tax planning techniques to decrease tax liabilities on estate and trusts for individual taxpayers in all tax brackets. We'll make sure you pay the lowest amount of tax possible.