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Castle Accounting Services

Castle Accounting Services

Reviews Summary

Castle Accounting Services receives consistently outstanding reviews for their professionalism, expertise, and personalized approach. Clients praise their meticulous attention to detail, responsiveness, and ability to handle complex tax and accounting needs for both businesses and individuals. Many highlight long-term satisfaction, citing reliable payroll services, clear communication, and trustworthiness. The team is commended for going above and beyond, resolving stressful financial issues with ease. Highly recommended for all accounting and tax needs.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

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

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

Contact Information

Address

760 N Euclid St Suite 201

Anaheim, California 92801

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday Closed

Customer Reviews

Castle Accounting Services has been an invaluable partner to Najar and Associates, Inc. for over a decade. Mr. Ahmed is an experienced and trustworthy tax preparer whose professionalism and integrity are unmatched. He consistently provides accurate, timely, and insightful guidance that has helped our business navigate complex financial matters with confidence. The staff at Castle Accounting are always friendly, courteous, and willing to go the extra mile to assist. We highly recommend Castle Accounting Serv

Certainly! Here's an extremely positive review tailored to your request: --- **?????** Castle Accounting Services in Anaheim, CA has been an absolute blessing to the Islamic Center of Temecula Valley. As a non-profit religious organization, it?s critical that our bookkeeping and tax filings are handled with precision, transparency, and compliance?and Castle Accounting consistently exceeds our expectations in all areas. Mr. Ahmed and his dedicated team have shown exceptional professionalism, deep knowled

Saber Ahmed & his Castle accounting team are 2nd to none; and they are a nimble and full service boutique tax and business accounting company, that specializes in business knowledgeable, responsiveness, and excellent service! Not only are they an excellent and responsive tax preparation, they actually take the time to know their clients. I particularly appreciate that they demonstrate patience and understanding and see to it that all of your questions are answered. I?m grateful to be able to have my compa

I've been a client of Castle Accounting Services, under the guidance of Ms. Ahmed, for several years now, and I can confidently say that their expertise has been invaluable to both my business and personal tax matters. Ms. Ahmed's meticulous attention to detail and proactive approach have not only helped us navigate through complex tax situations but have also ensured that we avoid potential issues. The professionalism and dedication exhibited by the team at Castle Accounting Services have consistently exce

Saber Ahmed & Castle Accounting are exceptional? I was beyond thoroughly impressed with Saber?s professionalism, responsiveness, and integrity. Living in a time where no one wants to take the time to engage you, Saber and Castle Accounting have old school values where they actually know your name and take the time to not only get to know you, but help cater to the clients individual needs and concerns. That almost in itself? is so invaluable! But even the most invaluable, is that Saber is a man of his wo

My family and I have been using Castle accounting for over 10 years and we could not be happier with the level of service provided by Mr. Ahmed. They handle my payroll, financial accounting and bookkeeping, and file my personal and company taxes. The team is efficient and reliable. I have total confidence with this accounting firm that I recommend all my friends, family, and employees to them. I highly recommend you consider them for all your accounting and tax needs.

I am a small business owner. I was introduced to Castle Accounting who handles all of my book keeping, payroll, business and personal taxes. Saber and his staff is by far life saving for my company and personal taxes. He is a great communicator and explains things in simple terms, and he has helped me organize my business. There has never been a question that he could not answer!!!! I am in very good hands with this company.

I am very happy with Castle Accounting Services. Castle, has been providing me with a very specialized service for all tax needs for my personal, family and businesses accounting and taxes. I have referred several colleagues and they are all very happy with the service and expertise.

Castle Accounting handles the payroll at the firm I work for. They are always accurate with my pay stubs and I can depend on seeing my direct deposit every other Friday, like clockwork! Awesome personnel and I would recommend their payroll services to any business, small or large. Thank you Saber!!

Saber is a lifesaver. A hero. I was having issues with the state tax board. It was super stressful. I was recommended to Saber and he turned my paperwork hurricane into a breeze. Seriously...Awesome.

Been working with Saber for over 7 years best tax advises and max return on my taxes. Thank you for such a good service

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.