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Castle Rock Accountants

Castle Rock Accountants

Reviews Summary

White & Company receives consistently outstanding reviews for their expertise, professionalism, and responsiveness. Clients praise their thorough, timely service for both personal and business tax needs, highlighting their reliability, honesty, and dedication. Many recommend them for complex tax matters, noting their exceptional customer service and willingness to address questions promptly. The firm is trusted for bookkeeping, payroll, and tax filings, with repeated referrals from satisfied clients who value their integrity and efficiency.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
GAAP Compliance
Complex Situations
Multi-state Experience
Cross-border Taxation

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
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
GAAP Compliance
Complex Situations
Multi-state Experience
Cross-border Taxation

Contact Information

Address

20351 Irvine Ave c6

Newport Beach, California 92660

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

Castle Rock Accountants were recommended to me after my previous accountant of 15 years retired. They had big shoes to fill and I was dreading starting over with a new firm. This past year was particularly complex due to a new business we started along with other freelance projects, and we went to Castle Rock with a big ask to review our accounts, prepare returns and file in a very short amount of time. They were highly organized and terrific in making the transition as painless as it could be. I really ap

I've worked with Matt for numerous years and have always felt very confident in his abilities. He handles the taxes, payroll and bookkeeping for my business, my wife's business and all of our personal tax related needs. I don't refer my clients to many people, but I know any client sent to Matt will be well taken care of. I would highly recommend his services.

White and Company have been so wonderful since I became a client a few years ago. I had some tax issues and needed guidance developing a new business. The team at W&C we're responsive and dedicated. Over the years I've sent numerous clients over to W&C and haven't been disappointed. Quality, value, and great customer service. Technology plus!

I've known Matt White for roughly 2 years and cannot say enough good things about him and his company. During this time, we've shared several mutual clients and I've seen Matt's expertise and dedicated customer service play out flawlessly time and time again. I highly recommend White & Co.

Matt who is the owner of this firm is just amazing to work with. I have had so many tax questions being a business owner that he has assisted me with. He also does our firms books so its a 1 stop shop!! Matt is always available and willing to help address any concern right away! I would highly recommend Matt and his entire staff. Anyone looking for CPA that answers the phone, responds to emails and is highly knowledgeable look no further. Contact them and set up a consultation.

I'm a financial advisor who utilizes Matt's services personally and I confidently refer my clientele to him as well. Over the years I've gotten to know Matt and I hold him in high regard. He's a man of high intellect, integrity and ethics. There's no one better!

Matt is a true professional. Very attentive and knowledgeable, and is always thinking ahead for my business' needs. Always willing to answer my questions at a moment's notice, no matter how simple or complex, and someone who I can truly rely on. I've referred many friends and colleagues to White & Company who will say the same. 10 out of 10.

Been working with Matt for the past few years. He is incredible with getting back to me promptly and always takes the time to explain things thouroughly to me. I have actually referred many clients of mine to him which have also really enjoyed his service.

I have used White & Company for tax research on many occasions. Their work has always been thorough, complete and handled in a timely fashion. I would recommend them to anyone who is dealing with a complex tax matter in need of professional assistance. -?Ryan Hook, CFP?

One of the best business decisions I have ever made. I own a dance store in Orange County and White & Company takes care of all of my financial needs from corporate taxes to payroll and I couldn't be happier. They are professional, honest and efficient. I will never ever ever go anywhere else!

I am a financial advisor and recommend White&Company to all of my clients if they want their taxes done CORRECTLY. They are professionals over there. Jeff Schell, CFP?

I have had nothing but great results with White and Company CPA. I use them for business and personal taxes and always recommend them to everyone I know that is looking for a CPA. Always extremely knowledgeable, responsive, and to the point.

White & Company has been taking care of my personal and business taxes for the last couple of years and I couldn't be happier. I would strongly recommend their firm for anyone looking for tax/accounting help.

Matthew and his team are patient, extremely knowledgeable, and fast to respond to every email and request. I wouldn't have my business without his help.

I highly recommend White & Co. I use them for my business and personal tax filings and have found them to be extremely honest, reliable and 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.