Lisa P. Castle, CPA, CFP™

Services Offered by Lisa P. Castle, CPA, CFP™

  • Tax Planning & Preparation
    • Individual
    • Corporate
    • Trust / Gift
  • Advice on specific sections of the federal income tax code
  • Tax loss harvesting relative to income needs
  • Tax bracket optimization
  • Representation – IRS / State & Local
  • Financial Statement Preparation
    • Reviews
    • Compilations
  • Bookkeeping & Payroll Services
  • Computer Software Support
  • Business Start Up
  • Outsourcing
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