Castillo CPA PLLC

Castillo CPA PLLC

Reviews Summary

The reviews overwhelmingly praise Ricky Castillo's exceptional accounting expertise, professionalism, and responsiveness. Clients highlight his deep tax knowledge, attention to detail, and ability to explain complex financial matters clearly. Many appreciate his timely communication, personalized service, and dedication to client success across both personal and business tax needs. His team is consistently described as reliable, efficient, and highly skilled. While one negative review mentions a scheduling issue, the vast majority strongly recommend his services for their accuracy, strategic advice, and outstanding customer care.

About This Listing

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Contractors
Manufacturing
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Contractors
Manufacturing
QuickBooks

Contact Information

Address

1904 Longmire Rd Suite 102

Conroe, Texas 77304

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I manage multiple businesses and I've used Castillo CPA PLLC for the last 4 years for all of them. Ricky has been a pleasure to work with and is always accessible which is so important to me. He is extremely professional, knowledgeable, and I can't recommend him highly enough. He handles everything timely and in the most efficient manner, which is what you are looking for in a CPA. Best of all, his rates are transparent and highly competitive!

I cannot recommend Castillo CPA PLLC highly enough for their outstanding service and expertise in managing the finances for my carpentry business. From the start, they took the time to understand the unique challenges and needs of my industry, ensuring that every aspect of my accounting was handled with care and precision. Their team has been instrumental in streamlining my bookkeeping, preparing accurate tax filings, and providing insightful financial advice that has helped me make smarter business decisi

I am thoroughly impressed with the exceptional CPA services I received. From the outset, the team demonstrated a high level of expertise, professionalism, and attention to detail. They took the time to thoroughly understand my financial situation and provided insightful guidance that has been invaluable. Their responsiveness to my inquiries and their proactive approach in addressing my needs has made a significant difference. I truly appreciate their thoroughness in ensuring accuracy and compliance with all

Made an appointment with this guy For 12-23-2024 @ 3pm, I traveled 23 miles, and sitting in front of his office that says closed Not good! Responce to owner's remarks You never left a message, I'm am very busy and depend highly on messaging, hence the reason for contacting you. My customers would never excuse this behavior. Although it is probably my fault after you did not answer the initial first call i made to your business. You could have even left a note on your door. Your response is just a bunch o

I've had the pleasure of working with the Castillo CPA team since 2019, and I can confidently say they're one of the best CPAs I've ever encountered! Their team is not only extremely knowledgeable in their field, but they're also incredibly responsive, professional, and genuinely care about their clients' well-being. I highly recommend Castillo CPA to anyone seeking top-notch accounting services. Thank you, for your exceptional service!

Castillo CPA for the win! The team provided expert advice and clear, practical solutions tailored to my specific financial needs. Their professionalism, knowledge, and attention to detail made the entire process smooth and stress-free. They went above and beyond to ensure that everything was handled efficiently, accurately, and in full compliance with all regulations. I greatly appreciate their proactive communication and the personalized care they took in addressing my concerns. I highly recommend their se

I've been working with Castillo CPA for the past few years and I couldn't be more impressed! Their team of experts has consistently provided exceptional service, guiding me through complex tax situations with ease and professionalism. Their attention to detail, knowledge, and responsiveness have been invaluable to me and my business. I highly recommend Castillo CPA to anyone seeking reliable and trustworthy accounting services. Five stars isn't enough - I'd give them ten if I could!

If you have any type of business and looking for a CPA I would highly recommend Ricky. He and his team are very attentive and transparent. Very great at communication. If you call him he usually answers if he doesn?t he will definitely call you back. As a business owner we know how important it is for calls and questions to be answered in a timely manner because they can affect financial decisions. Ricky is very available for his clients and that to me as a business owner is very important

I highly recommend Ricky!! He handles our accounting for two separate companies and does a great job of keeping us organized and accountable. Really appreciate the work he does that allows me to focus on running and growing my business!

Ricky is a fantastic CPA he is knowledgeable of the ever changing tax rules. Ricky pays attention to detail and is good at what he does. I highly recommend him

Ricky is intelligent, professional, and very patient. We are probably not the ideal client for the Castillo Team in terms of providing the info that they need in a timely manner but they consistently come through for us. Every time we need to talk to Ricky personally, he makes himself available and always makes us feel like a priority.

Exceptional Service from Castillo CPA! I had the pleasure of working with Ricky at Castillo CPA, and I can confidently say it was an outstanding experience. Ricky is incredibly knowledgeable and has a knack for explaining complex concepts in a clear and concise manner. His methods of action are not only effective but also transparent, ensuring that every step of the process is understood. What impressed me the most about Ricky is his keen eye for detail. He meticulously examines every aspect of the financ

The team at Castillo CPA is always prompt in responding to emails and phone calls. Whenever I have questions about my taxes, I can rely on them for assistance in a timely manner.

Professional, precise, and communicative! I highly recommend Ricky for all of your personal and professional tax needs. Every step along the way, he was responsive and helpful with tax advice and preparation.

Ricky has been absolutely amazing to work with. Very professional and personable. He will handle both personal and professional taxes from here on out.

We?ve worked with many CPA?s in our 44-years of business. Some were in the top 15 of US firms. Ricky has not only created more value than any but has also been far more proficient and reliable than any other. If you want some of the best oversight and counsel for your business, don?t waste time looking around. Ricky will save you far more than he will ever cost you.

Ricky was outstanding in helping us with our business taxes. Not only is he extremely knowledgeable and experienced, but also very detail oriented. Highly recommend him for any of your accounting needs.

Ricky has been my CPA for the last few year and has been amazing! A few years ago my wife and I started up a side business. With both of us have full time jobs, kids in daycare, and starting a new LLC we felt overwhelmed when tax time came around. Ricky has been a big help explaining everything so we didn?t have one more thing to worry about with starting up the business. We highly recommend him to anyone in need of a CPA.

Ricky did a great job in getting together a business tax return for me that was needed in a very short time. He was able to sift through many pages of accounting information that were not in the best of order. I would like to thank him for his timely response and first rate work.

I am an owner/operator of a small business and a client of Ricky Castillo since 2019 for my accounting, tax preparation and tax filing needs. We look to him for stragetic business planning and long term solutions. Extremely knowledgeable and professional and always has a timely response. I am very pleased with the services he provides our company.

Ricky has handled our taxes for many years and I am grateful for his integrity, honesty, and eagerness to always help. He was in the Marines and served our country honorably and continues to serve by genuinely caring for his clients. Thank you for all that you do and being so trustworthy.

Ricky and his team are absolutely fantastic. They are highly professional, knowledgeable, and responsive to all questions. I feel highly confident every year come tax time knowing Ricky has our back.

Ricky has been a tremendous resource as I have gone through the process of starting a business and has even helped my wife with hers. Ricky has a servant's heart and knows his trade well. I highly recommend to anyone looking for a CPA!

Ricky is the best in the business! He really takes the time to give the best care for his clients and make sure you are educated in the process, he truly cares about your needs. Would recommend him to everyone!

Ricky is a very personable C.P.A. He is always very quick and thorough when answering my questions. If I ever had an issue with the IRS, he has handled it. You would be hard pressed to find a better accountant.

I have nothing but praise for Ricky and his team. He acts like a business partner and provides valuable advice continuously throughout the year. This is the differentiator business owners and individuals need. His level of professionalism is unparalleled. I highly recommend.

Castillo CPA PLLC is the market leader in tax planning and accounting. Their leadership provided our organization support for the past few years and their knowledge, skills, and abilities were above and beyond our expectations. We recommend Castillo CPA PLLC with enthusiasm for all your tax planning and accounting needs.

What an amazing and patient accountant! Ricky jumped right in and helped me help myself! He explains so well and knows accounting. He does not hesitate to take time and make sure I understand what each request and question is for. He is the best!

Mr. Castillo has been an absolute professional in helping my business in payroll,book keeping, and accounting. I strongly recommend Castillo CPA to anyone who has a small business or even if it?s just your personal taxes!

Ricky Castillo is very reliable and knowledgeable and has helped our company tremendously with all our accounting and financials. Highly recommend.

Great service! Very knowledgeable!! Truly recommend him.

Ricky took his time and answered every question I had. We truly apricated his help getting our personnel and business taxes file in a timely manner!

Castillo CPA has gone above and beyond for my business. They helped me get all my business accounting in order. They answered all my questions and explained the whole process with me. Thank you Castillo CPA !!!

When doing taxes is always a stressful time, working with Ricky made it easy and very helpful. Thank you

Castillo CPA does an amazing job!! Great customer service and answers all your questions. Very satisfied!!

Highly recommended for businesses. Thank you Ricky for all the hard work and answering all the questions we had for you!!!

Great response time! Excellent overall services!

Great person and extremely professional!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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