Tax Services, Business Services, Quickbooks Services
“The emails back and forth to collect my information and to ask questions made me feel like they actually cared and wanted to get everything correct for my return.”
Incorporation, Trust and Estate Planning, Small Business Accounting
“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.”
“) Lastly, the office is pristine, clean, and well designed; conveniently position off of Sunrise hwy next to an awesome auto shop, so you get all your needs addressed and able to look at pretty cars at the same time (that's a win - win) All and all, ...”
Tax Services, Part-Time CFO Services, Valuation & Litigation Support
“They are uniquely focused on the needs of the Small Business Owner and Professional Individuals, and are willing to go the extra mile to ensure that make sure I get the guidance I need for my specific situation.”
“Rossy Rodriguez and her amazing staff are literally the definition of efficiency, service and welcoming… As soon as i walked into the Office: Elena Santana (the front desk lady) received me with such a warming and welcoming energy, asking me very cor...”
“He has been there to support me and my business during a scary audit, has helped me take necessary steps to buy my house and is getting me set for a comfortable retirement.”
“He found numerous problems with how our prior years' returns had been handled, caught multiple errors made by our seasoned CPA bookkeeper, and corresponded extensively with our bookkeeper with specific guidance on how to resolve all of those issues.”
Cloud Accounting, Xero Cloud Accounting, Tax Preparation and Planning
“As a client for more than 10 years, the Shelton's have dedicated time and resources to advise my financial and tax situations from mortgages and taxes to retirement plans.”
“I have known Anne and her firm for some time, am familiar with the quality of work that they do, and would recommend anyone in need to use her services.”
“She has also introduced my company to technology that helps to store, journal, and update weekly information; they also update my books in preparation for bonding review within a short time.”
Business Consulting, Income Tax Provisions, Operational Guidance
“We also appreciate their promptness in responding to our questions quickly and also for giving our smaller return the same attentiveness they would if it were a larger account.”
“I have been consulting with Taisha for over a year and together we have registered my LLC, prepared documents for tax write offs, and schedule multiple follow ups for general advice on all things business related.”
“From creating my website, to setting up my contracts, he's been my backbone and all my thanks goes to him for helping my small business mean so much more!”