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