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