*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
68 S Service Rd #100
Melville, New York 11747
James Castaldo and his talented team have taken care of my personal and business taxes for over a decade. It's so comforting to know that James has my back and files all the forms and documents that the IRS demands without me having to ask for their help. I am so grateful for their assistance and I would wholeheartedly recommend them to anyone of need of accounting services.
I have been a client of James for many years now. He and his team know all the current tax laws providing me with the best income tax return each and every year. My five star review shows my confidence in James and his team, their service stands second to NO ONE!
James Castaldo and Associates are incredible. They care, they work hard, they are ethical, and they are intelligent. They have worked with me every step of the way while starting my business and continue to do so as we approach a decade of success.
I have used James and his team for the last 5 years. They are very quick, reliable and knowledgeable. They have helped me with all my financial concerns and accounting needs. I would recommend to anyone.
I have used James Castaldo for my corporate and personal taxes for years and I have to say they are just awesome! Justin Nitz takes very good care of me!
The best accounting firm on long island! Very knowledgeable, reliable. They answer the phone when needed and solve all your accounting problems. Been using them for about 4 years
Myself and my partner Howard Rosenberg are extremely satisfied with James Castaldo & Associates services and professionalism we are currently receiving working with them.
I have to say this team has so over performed on our expectations. I highly recommend James Castaldo CPA & Associates. Better communication, faster service, quick (same day) response time to questions, and amazingly affordable. As a small business owner I truly wish I found this company years ago.
The staff is very considerate, very helpful, very knowledgeable, and are always there when I need their assistance, I have been using James Costaldo for 20 years.
Currently working with these Guys now and so far so good. We were in dire need of help because our accountant was very negligent. We Spoke with this Group, told them what our needs were and they executed everything perfectly, making our life much easier. Life savers for real. I will definitely recommend them to a few of my business partners, family and friends. They should be done with our filing this week, everything looks great so far.
James and his crew have been our accountants for over 10 years. I?ve recommended them to many friends and and happy with their service.
We've been working with James for several years now and we recommend him very highly. He's been a great advisor to our growing business. His staff are very professional and also wonderful to work with. We've recommended him to several friends and coworkers over the years, all of whom are very satisfied. If you're looking for a CPA who can do your taxes and be an excellent strategic advisor, you've come to the right place.
I set up a client interview with this company in late 2018 to consider them as new Construction Accountants for our firm. First impressions are lasting; we met in the Melville office chit chatted about the business and right away I knew I wanted to do business with this firm. Castaldo CPA was professional, attentive, quick to respond and not only met my deadline for financial statements, they delivered 3 weeks early. In my industry time is very critical to our success. I am glad our firm chose a company
James Castaldo CPA & Associates are by far the best construction accountants around. They are extremely professional, knowledgeable and have a lot of experience in this field. I am a contractor that was in need of a quality CPA firm and our books and records needed assistance. We finally found a CPA firm that can handle our fast-growing construction company. I currently get bonding with no issues after James Castaldo CPA & Associates fixed and converted my books and records to the modified accrual method of
I finally found the right CPA firm to handle all of my construction company's accounting needs. They provide quality work and are very knowledgeable and experienced in construction accounting. They were able to provide me with financial reporting for bonding purposes, tax planning along with many other services. I am absolutely glad I found them, I would highly recommend James and his team to any big or small businesses !!!
I have met a couple of accountants for my business and personal needs and none come close to the customer service James castaldo?s CPA firms provides. Will Bonilla in particular is great. He is very thorough and on top of things. He is also very accessible and knowledgeable. You can contact him via phone and text and he responds with a very reasonable time. With him you can rest assure that you are in great hands. He is very proactive and gives you the time you need. I would definitely recommend this firm t
I've been working with James Castaldo C.P.A & Associates for my business and personal tax needs over the last couple of years. I originally reached out to them in the hopes of finding an accounting service that can not only help handle my taxes and setup payroll for my small business, but also help guide me regarding some basic financial questions as my business and financial needs have grown. James and his associates have been very helpful regarding all of my needs and I would gladly recommend them to an
James has been handling my personal and business taxes for years. He's always responsive, and has come up with a lot of creative solutions for my company. It's impossible to be successful as a small business owner without a great accountant by your side ? James Castaldo C.P.A. & Associates consistently exceed my expectations.
We've been working with James for the past 3 years. He is extremely professional and reliable. He always answer our calls and answer any of our questions regarding our account. His staff is very courteous and provides excellent customer service. We definitely recommend James Castaldo to be your C.P.A.
James Castaldo CPA and Company are truly a 5-Star firm offering a variety of accounting, Book keeping and payroll services. I'm a small business owner who found this CPA firm to be a real gem. Being a new business owner certainly has it's challenges, however knowing you have an accounting firm like James Castaldo, CPA to help you with all your accounting and payroll needs certainly takes a lot off my plate. Mr. Castaldo has been very accommodating, creative and helpful and I look forward to working with
James and his team have been invaluable to our business. He has helped us in each aspect of our finances, took the time to explain the legalities of all the tax laws that apply to our business. He creatively figures out ways to lower our tax liabilities by using all the tax laws available. He has spent countless hours researching and consulting experts in his field to ensure that all our records properly reflect income.
My previous accountant made an error when he filed my 2014 tax returns. James Castaldo amended my tax returns, from which I received a good refund. James listens to your issues and he takes the best course of action to resolve your problems. He is very knowledgeable and professional.
James Castaldo is top notch. Highly knowledgeable. Very accommodating with scheduling meetings. Always available to answer questions. Friendly and competent staff. I would highly recommend him to anyone in need of an accountant.
James and his team are the best CPAs my company has ever engaged. Whether it be tax planning, due diliegence for loans, or acquisitions they are the tax experts you need for personal or professional needs. I am a customer for life. Travis L. Brisbon
Thank you, Justin! Your expertise and attention to detail were invaluable. You made an overwhelming situation far less stressful and I am happy with the outcome! It has been a pleasure working with you throughout the years. Highly recommend for all your tax needs.
The most amazing accountant and person. With James by are side we were able to grow beyond belief. He is thorough and knowledgeable, always has time to answer questions. Are best decision yet!
In two words: Professionalism and Integrity! After being with James Castaldo, CPA for sometime the quality service continues each year. We would highly recommend this Firm for all of your professional and personal financial needs.
Called to make an appointment. He wasn?t even prepared to answer the phone professionally. I am spelling out my name and his heavy mouth breathing was beyond distracting. And after having to repeat myself several times with the spelling of my name, btw I have a standard LI accent, he was still lost. I was so frustrated I said never mind I don?t need the appointment and he said Good. Well, so unprofessional and probably should get a receptionist instead of answering calls himself. Glad my instincts war
I've been using James Castaldo and Associates for my business out of state and have been really happy. They answer my questions right away and take care of any issues I experience. I highly recommend them, you will be satisfied.
I use them for quite a few services for multiple businesses. Very hands on and responsive. I would highly recommend James and his team for CPA and tax planning.
This is the right group for all you accounting needs. They were able to set up the Corporate account, books, employee pay, quarterly company filings and help out with financing for equipment upgrade. If you new a personal touch with the mega-corporate knowledge, then look no further! CPR Classes NYC, Inc.
James has always been very helpful with everything I?ve ever needed. And now after opening a business he is helping me every step of the way always answers the phone and answers all my questions. Never had any problems and would highly recommended his services
I highly recommend James Castaldo and his firm. He has done my taxes for the past 3 years and his honesty and integrity are superb.
We depend heavily on the internet to drive traffic to our site and we found that fewer words with lots of pictures keeps the attention of visitors. You are a CPA firm so you have a different audience but I still feel "light and airy" works.better.
We met James 7 Months ago he has been a great help to our business, helping us with whatever we needed whenever we need it, saving us on Taxes, and being there whenever we needed help, with business loans Etc
Everyone needs to have an accounting firm that is as responsive as these guys are. There is a bunch of them in the office and I think I've spoken to all of them. All of these guys are very knowledgeable and professional.
James does an amazing job with filing my Uber Eats taxes at a convenient price!
Very professional company with the personal touch that I definitely require. Would recommended to anyone that is looking for a full service CPA firm.
great service ...taxes done fast and price was write..liked results so well I hired them quarterly.
MAY 8, 2017; WHEN C.P.A. JAMES CASTALDO FIRST DID MY TAXES; I FOUND WHAT I LOOK FOR IN A DOCTOR OR DENTIST. ALL MEDICAL; DENTAL, AND TAX RETURN NEEDS ARE DIFFERENT. I DON?T WANT THE BURDEN OF HAVING TO ASK THE RIGHT QUESTIONS; TO GET THE RIGHT ANSWERS; BECAUSE I DON?T KNOW THE RIGHT QUESTIONS TO ASK. LIKE AN OPTICAL SCANNER; NO RIGHT QUESTIONS NEEDED; JAMES CASTALDO CONNECTED ALL OF MY DISPARATE; RANDOM AND UNRELATED I.R.S; STATE; & LOCAL; FACTS, FIGURES, OBLIGATIONS AND DEDUCTIONS; NO STONES UNTURNED; LEAV
their work was accurate and done in a timely manner
They know what they are doing. Does great planning. Thanks for all your help
Had a great experience. always helping and explaining to me everything
Very professional staff and glad we hired him for our restaurants..
Simply the best....very attentive to all three of my businesses.
Friendly, sharp, looking out for you..
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.