Online appointments
Yes
James Castaldo CPA & Associates in Lake Grove
Categories
Location on the map
Lake Grove, Suffolk County, New York, US
Service options
Amenities
Toilets
Yes
Planning
Appointments recommended
Yes
Phone: +1 631-302-1945
Site: http://www.li-ny-cpa.com/
Site: http://www.li-ny-cpa.com/
Opening hours
- Monday:9AM–5PM
- Tuesday:9AM–5PM
- Wednesday:9AM–5PM
- Thursday:9AM–5PM
- Friday:9AM–5PM
- Saturday:Closed
- Sunday:Closed
James Castaldo CPA & Associates in other cities:
Comments (51)
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 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.
I finally found the right CPA firm to handle all of my construction companys accounting needs. They provide quality work and are very knowledgeable and experienced in construction accounting. They were able to provide me with financial reporting for bonding purposes, tax planning along with many other services. I am absolutely glad I found them, I would highly recommend James and his team to any big or small businesses !!!
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.
James Castaldo and his associates helped my husband significantly reduce his back tax debt amongst other things! Helpful and attentive to all my husbands business needs! If you want consistency, trustworthy, and a reliable firm these are your guys!
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. Lets 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.
I used James Castaldo CPA & Associates for the 1st time this year for doing my business and my personal taxes. I cannot tell you how impressed I am!! Not only did they get my returns completed In a very timely manner, they looked over my books in Quickbooks and made all necessary changes for going forward. They aligned everything where it needs to be and made all corrections and year-end journal entries. I am expecting my refund in 2 weeks. I want to particularly thank Justin Nitz for his patience with me!! You guys rock!! Thanks guys and I look forward to working with you for a long time.
I have been a client of James Castaldo since 2006. My business rely on his firms 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.
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.
I have known James as an accountant. He is knowledgeable and genuine. He comes to the office once a month to collect paperwork which is necessary for that months accounting. He and his associate Alessandro are always enthusiastic about answering questions I might have regarding business and accounting issues. They are always there to answer your call or they will return your call promptly. I have known them to be hard working and trust worth people.
I have been using James Castaldo CPA & Associates for over eight years for my business, Adams Court Reporting, Inc. I have never been disappointed. James answers many questions beyond his accountant duties. He is professional and efficient. Hes also gone above and beyond what I expect in an accountant on more than one occasion for me.
James Castaldo has been my accountant for over a year and has taken care of all my tax and accounting needs from my business to my personal and ever my family taxes. He is very professional and very reasonably priced. I highly recommend James Castaldo CPA
We have been clients of James Castaldos 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. Hes truly a credit to his profession!
I own a PR Firm in NYC and James Castaldo and his wonderful staff have been doing our books since we launched in 2011. He has significantly helped my company grow at an amazing pace and I dont think we could have done it so quickly without his guidance. He is not only a genius with numbers and knowing every facet of the tax laws, he is also helped us in many different ways that most CPAs wouldnt and couldnt normally do. I would definitely refer to him.
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!
James Castaldo has been our CPA for years now and we are very happy with his services. He is very prompt and professional with all his dealings. We highly recommend using James as your personal or business CPA.
I have used Mr. Castaldos company for my Physical Therapy business for more than 7 years now and I am very much satisfied with his professionalism. More than once Uncle Sam had questions about my return and he always take good care of it. I continually refer people to him. James Castaldo has saved significant tax dollars each year weve been in business with his quarterly tax planning strategies.
James and Drake are top notch, best I have ever used. A+ CPA
James has been providing all my corporate and personal accounting services for 8 years. He is on top of all the newest tax laws and prepares everything according to schedule.His office is run in a professional manner and the fees are reasonable. I have already recommended his office to my network of contacts.Thanx James!
Highly recommend! Justin is very knowledgeable. Conveniently located with plenty of parking.
Great Small Business Accountant! Used for the last 2 years and has always gotten me the best return possible. Very knowledgeable and informative. Handles all my books and business returns at a fair. Highly recommended
James did my taxes for years with no problems then in the past two years he has failed miserably. He has forgot to file parts of returns, I pay monthly for payroll services and he has not done them even though he takes his money, just today I received a certified letter from the state with a $1000.00 fine for failure to file unemployment taxes that was due back in 7/31/15. I moved over a year ago and after telling him every month that my address is wrong he still couldnt get it right. I was buying a house and that when the good stuff started, after years of the same names and social #s all of the sudden they were wrong on the returns and they never got filed. I received another letter from the fed that said I couldnt claim my daughter on my taxes because someone else already did. Now when one hears this about stolen identities you freak out and after spending six hours at the holtsville office they found the error JAMES!! He filed the wrong name and social of my daughter on my returns. Then when I brought this up he said oh great answer from your cpa. These constant mistakes went on for a couple years until I had to leave and go elsewhere. I called him to tell him to stop doing my taxes and payroll because I had to leave because of the problems he just said fine and hung up. Now none of his emails are working and he hasnt sent over my info to new accountant, which I heard is always done as a professional courtesy but he has not done so. Please be carful of trusting James to get things done on time and correctly. To be fair it was not always like this, I know a few friends that I have recommended to use him and they all have the same issues. Again $1000.00 fine and penalty for his mistake I will have to pay for even though I was paying him to do these for my business. Thanks James for messing me up.
I am the owner of Gleemex Inc., a Long Island based dental Laboratory serving dentists in tri-state area.We are so pleased James Castaldos services since early 2012. They provide not only their professional seervices , but also their passions in assisting us on every possible questions we might have.They are always prompt from regular appointment to payroll, monthly to quarterly reports. Make us feel peace of mind by using their service.Since our offices are so close in the same area. We would stop by to hand in missing paper or even just for simple questions. Their door is always open with warmest welcome. No appointment in advance.We highly recommend this office.
Wonderful experience! Ive been using him for 3 years now! Very knowledgeable, got me the best possible tax return without overcharging like other companies! Very friendly and professional, handles my small business and set up my s-corporation. Recommend highly!
Very satisfied using castaldo CPA and associates. They were very knowledgable and helped me with my taxes as well as established a retirement account.I would recommend them for individual as well as business taxes and day to day book keeping .
James Castaldo has been preparing my taxes for several years, with great planning James has been saving me more money on my taxes than my overall fee, I recommend James Castaldo to all my friends and I get constant compliments on his results.
I have been working with Allessandro for several months now, and for the first time in a year I dont feel lost. He has helped me clean up a real mess, and taught me how to navigate quickbooks. He has been very proffesional and knowledgable, as well as a great teacher. I would highly recommend his services
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.
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.
As a small business owner, Im beyond satisfied with them. I will definitely recommend this CPA to my friends. Make an appointment, you wont regret it!
Wonderful! He did my tax return and it was quick and easy! I got a great return! Was better than those big companies without the wait! Was in and out! I’m sending him my friends and family!
James and co have been so helpful. He has helped us in each aspect to make sure we can save as much as possible, Always picking up my calls and helping me at any time.
James was a great help with filing our taxes, very knowledgeable and professional.
Very knowledgeable, thorough, honest and hardworking company, they worked hard in helping me attain the largest return possible.
MAY 8, 2017; WHEN C.P.A. JAMES CASTALDO FIRST DID MY TAXES; I FOUND WHAT I LOOK FOR IN A DOCTOR OR DENTIST. ALL MEDICAL; DENTAL, AND TAX RETURN NEEDS ARE DIFFERENT. I DON’T WANT THE BURDEN OF HAVING TO ASK THE RIGHT QUESTIONS; TO GET THE RIGHT ANSWERS; BECAUSE I DON’T KNOW THE RIGHT QUESTIONS TO ASK. LIKE AN OPTICAL SCANNER; NO RIGHT QUESTIONS NEEDED; JAMES CASTALDO CONNECTED ALL OF MY DISPARATE; RANDOM AND UNRELATED I.R.S; STATE; & LOCAL; FACTS, FIGURES, OBLIGATIONS AND DEDUCTIONS; NO STONES UNTURNED; LEAVING IN PLACE REDUNDANT I.R.S.; STATE & LOCAL TAX AUDIT FIREWALLS. HE GOT ME TO THE LOWEST TAX LIABILITY AND THE HIGHEST I.R.S. & STATE REFUND FINISH LINE; IN OUR ONLY NECESSARY; FACE-TO-FACE; SIT-DOWN MEETING. JAMES CASTALDO’S TAX PREPARATION FEE; WAS THE SAME AS MY ½ THE PULSE; LESS FOCUSED AND EVEN LESS CARING; PREVIOUS (13) YEAR C.P.A. JAMES DID MY TAXES AS IF I WERE HIS BROTHER OR MOTHER; CHARGING ME THE TAX PREPARATION FEE THAT I HOPED FOR. I WASN’T SCREENED IN MY FIRST PHONE INQUIRY TO HIS FRIENDLY OFFICE BY A GATEKEEPER. WITH NO METER TICKING; (30) SECONDS INTO OUR FIRST PHONE CONVERSATION; I KNEW I HAD THE RIGHT GUY. AS A CONSULTANT; TAX PREPARER & PLANNER; SURGICALLY EXCISING TAXES & OUTLAYS; JAMES MOVES THE DECIMAL POINT IN THE RIGHT DIRECTION.
Great job on taxes..price was right. I liked them so much I hired them quarterly.
Great CPA knows his stuff. Great price.
Mr Castaldo saved me $90000.00 in back taxes interest and penalties.
James and his staff are awesome!!
Professional and reliable accounting service! I could not be more satisfied.
Great service to get your taxes done!
Total reviews rating 4.9
51 Reviews for James Castaldo CPA & Associates 2023:
Review №1
2021-12-16We 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. Weve 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 wouldve saved us lots of money and headaches. If youre a new business owner, having the right accountant from the very beginning will make a world of a difference.
Review №2
2020-07-31James Castaldo and Associates is a fantastic accounting firm. They can really do anything, they always respond and react timely to all of my personal and business needs. In fact, after losing my accountant of 25 years because of his retirement, they were recommended by a fellow business owner and I never looked back.They also handle all of my sons and daughters personal and business needs. I have recommended others as well, and we are all happy with the services. We love dealing with James and his staff, Will & Justin.
Review №3
2021-12-21Our 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.
Review №4
2022-04-03James Castaldo is very knowledgeable and experienced. He is always available to talk at any time of the day. I would highly recommend him!!
Review №5
2020-02-12I 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!
Review №6
2020-02-21I 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!
Review №7
2020-10-19James 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....
Review №8
2015-10-29One 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!!
Review №9
2018-08-07Weve been working with James for several years now and we recommend him very highly. Hes been a great advisor to our growing business. His staff are very professional and also wonderful to work with. Weve recommended him to several friends and coworkers over the years, all of whom are very satisfied. If youre looking for a CPA who can do your taxes and be an excellent strategic advisor, youve come to the right place.
Review №10
2015-12-29I have been with James Castaldo CPA & associates for over ten years. Hes 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.