James Castaldo CPA & Associates
Directory
4.9
18 Google reviews
About Us
About Us

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. For all of our clients, our goal is to form a long-standing professional relationship.

Services
Services
  • Outsourced accounting and bookkeeping
  • Financial statement preparation
  • Strategic tax planning
  • State and local taxes
  • Regulatory compliance
  • Multi-state tax preparation
  • Budgets
  • Evaluation of internal controls
  • Cash flow analysis
  • Incorporation
  • Payroll services
  • CFO and controller functions
  • Help with IRS tax problems

Contact us

Working hours
Working
Monday-Friday
9 AM–9 PM
Saturday
9 AM–5 PM
Sunday
Closed
Feedback
Feedback

A total of 18 reviews

Reviews of our users
Reviews

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Alex Batista
5
Alex Batista

Our family had been going to James Castaldos CPA firm for years. The staff is highly knowledgeable and very efficient. I've had some severe tax complications, but James, Justin, and the team were able to help me recognize reality and put me at ease with proper tax planning, recommended solutions, and examined the way forward. Thank you, guys!!

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All about grout
5
All about grout

We cannot say enough about this CPA firm. As a small business the individual attention they have given us has helped tremendously. James has taken the time on many phone calls and in person meetings to explain each step along the way ; from maximizing our revenue and helping budget so that we have been able to grow to explaining taxes and payroll rules. I was referred here after the previous firm , who apparently didn’t specialize in small business , or even answer the phone for That matter really didn’t help us for quite some time. We fully recommend James and his team !

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Vincenzo D
5
Vincenzo D

Top notch. You get what you pay for here. If you have a LLC and/or foreign income this is the place to have your taxes done. James helped with a tax issue that many other CPA’s had zero knowledge of. You’re going to pay a premium price for filing, but you won’t be disappointed

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Alissa Murphy
5
Alissa Murphy

James and his team have been incredible. They take a lot of pride in what they do and they are easy to work with.

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Pollitos Daycare
5
Pollitos Daycare

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, organized and straightforward. I really wish that we would have found Castaldo CPA when we first opened our business; it would've saved us lots of money and headaches. If you're a new business owner, having the right accountant from the very beginning will make a world of a difference.

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Rameez Parveez
5
Rameez Parveez

One of the best decisions I made when opening my catering business was hiring James Castaldo CPA & Associates. James and his team are by far the most professional people you could hire on Long Island. My books & records, payroll, quarterlies and personal taxes have been meticulously done by James every year, and I continue to give him the highest recommendation. Their customer service is unbeatable, always making sure they are available to answer any questions you may have. James has also been my business consultant and has guided me with his vast knowledge in all the right directions financially. Trust in James Castaldo CPA for all your accounting needs, you will not regret it!!

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Lauchlin Groff
5
Lauchlin Groff

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!

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Michelle Coats
5
Michelle Coats

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!

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Alexis P
4
Alexis P

I am not the type to write a review, but I felt it was necessary for this firm. I have been going to James Castaldo for all of my business/personal tax needs for almost 8 years now. He is very knowledgeable, always professional and gives 110%. He even gave me his personal cell number so I can contact him outside of the office if I have any questions. He really makes you a top priority and his personal touch separates him from the rest. I will be a client of his for years to come.

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Paula Flynn
5
Paula Flynn

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.

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Gerard Hatzidakis
5
Gerard Hatzidakis

I have been with James Castaldo CPA & associates for over ten years. He's always been courteous and considerate while working with me. I have never had any problems while doing my taxes with James Castaldo. He has always been very helpful and patient when explaining everything. I highly recommend his accounting firm.

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Sonia Mohan
5
Sonia Mohan

James Castaldo and Associates is a very professional CPA team. They handle my personal and business accounts and I am very happy with my decision of switching my account to them couple years ago. They are always there and are very responsive. Highly recommended for businesses....

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Holly Nolan
5
Holly Nolan

James Castaldo & Associates has been a great help with our business that we started two years ago. He is very knowledgeable and has helped us set up a retirement plan and financial planning for the business He always gets back to me promptly. I highly recommend James to all.

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Jennifer Crowsic
4
Jennifer Crowsic

I have used Mr. Castaldo for my personal tax returns for the past 3 years. I have been extremely satisfied with his firm. His staff is courteous and efficient. During the year, I have contacted him for various questions i have had in regards to Tax planning and they always respond quickly. Thanks to Mr. Castaldo and his firm, my taxes have been on time and error free, I am glad I switched to his firm.

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Berta Isabel Cortes R.
5
Berta Isabel Cortes R.

We have been clients of James Castaldo's for over 5 years and we absolutely love him! He is always available to us any time, day or night. He is extremely dedicated and never fails to go the extra mile for his clients. We have had two businesses thus far, and James has always processed all of our accounting. He is an expert at what he does, and we would never go anywhere else. There are very few people we would trust to advise us financially; however James has proven himself time and time again, and we now find ourselves going to him for everything. He's truly a credit to his profession!

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Brittany K
5
Brittany K

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.

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Gstone Dinsay
5
Gstone Dinsay

I have been a client of James Castaldo since 2006. My business rely on his firm's help with every aspect of tax and financial planning. His firm minimizes my tax liabilities and help me avoid complications in every way possible. He uses every tool available to him, and make my options clear. In the event of a tax problem or audit, he is well-versed in the operation of federal, state and local tax systems and is authorized to appear on my behalf before the IRS and other taxing agencies. I highly recommend his service to anyone.

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Joseph Joseph
5
Joseph Joseph

James is the most knowledgeable person I have met in the accounting industry, and in general. My books and Records I feel safe and secure knowing James is on top of it. Let's not forget to give a big shout-out to will who is his number two. I would suggest anybody who is looking for a CPA should definitely contact James castaldo you will only benefit from it. We love James and Will.

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