*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.*
618 Chestnut Rd #104
Myrtle Beach, South Carolina 29572
Joe is very proactive at keeping his clients up to date with the latest updates in IRS rule changes and modifications Saving us money and time!! Thanks Joe for being Joe!! Best show in town !!
I've been handling my personal taxes with Castellano CPA and have been more than happy with the service provided. They are willing to answer any questions I have and are very knowledgable when it comes to filing my expat taxes. I would highly recommend Joe and his team for any tax needs!
Castellano CPA was recommended to me by a coworker. I couldn't be happier, more satisfied or more relieved ! I would recommend Castellano CPA to anyone looking for help with their taxes, especially if you've never filed before. Anytime I had a question or an issue pop up, I was able to call and speak to someone right away. Everyone I spoke to was knowledgeable, kind, and patient with me. Since I had never filed my taxes before, I genuinely had no idea what to expect, or where even to start. Each staff membe
Highly recommend, if I could give 10 stars I would! Joe and Martha and their staff have handled our LLC and personal taxes since we opened our company seven years ago along with Martha setting up up quick books for us. Would never ever contemplate going anywhere else. Very attentive, don?t leave you hanging with questions and are the utmost in professionalism and knowledge! Have used others in past but by far Joe has outshined all others. Will NEVER trust another to touch our taxes! On top of that they are
I was referred to Mr Castellano,CPA by a friend, and been using him for two years, absolutely love them. They are so kind, and handle all my accounting needs. Thank you so much, you make my taxes a breeze.
Have had Joe and his staff do my corporate and personal returns for many years now and could not be more satisfied with their promptness and accuracy. Having Martha there to answer my QuickBook's dilemmas is just an added bonus. Their expertise gives me a great sense of calm as accounting has never been my forte'. My best recommendation is to say that I trust them explicitly to do what is best for me and my firm.
This past year I sold my home of 30 years in Washington, DC and purchased a new home in South Carolina and relocated in the first quarter of 2018. For many years, I had managed the household finances and taken care of taxes. Being faced with the new tax rules for 2018, a sizeable capital gains bill from proceeds from the sale of property and part-year state taxes for two states, I recognized I needed help and began the search for a CPA. I obtained a recommendation to contact the Castellanos in Myrtle Bea
It is nice to have a CPA that can handle all your monthly bookkeeping and your taxes too. They take the stress out of the paperwork and allow the client to focus on their business. I will continue to recommend Joe and Martha to others. Class act!
Castellano CPA offer a warm and friendly atmosphere yet professional always having the clients best interest. They are more than willing to answer your questions and their work is completed in a timely manor. I would highly recommend Joe and Martha for all your book keeping and tax needs!
Joe and his team have prepared my taxes for several years now and I couldn't be more satisfied! Always prompt and professional, I'd wholeheartedly recommend Castellano CPA to anyone for their personal or LLC tax needs!
I contacted Mr. Castellano's office when I was confronted with a tax issue, and my original preparer had to be out of his practice for an extended period of time. I was not told I would have to make an appointment or that I would be charged a consultation fee as I suspect many firms certainly do. Mr. Castellano returned my call promptly just as his receptionist had assured me. He discussed my issue with me and suggested measures that I could take to help pursue a resolution to the problem. He was very cordi
I am so grateful to Castellano CPA for their professional service. My annual tax return is always done in a timely manner and they answer all my questions thoroughly. Everyone in their office offers their services with kindness, professionalism and thorough knowledge. Thank you Joe and Martha.
Joe has served as consultant on several of our business transactions from acquisitions to preparation of our corporate tax returns. His firm also prepares the personal tax returns of the owner. I highly recommend the Castellano group.
I'm a Charleston Developer and General Contractor and we have used Joe and his team for years for our CPA needs. Very professional and his services are always competitively priced. Recommend them highly!
We have worked with the folks at Castellano for a long time now. It is nice to know we have a team we can turn to that has our businesses' best interests in mind with financial matters. Joe, Martha, and their staff are people we know we can trust, and that goes a long way when running a business like Cooper Mechanical Services.
The Castellano accounting services have been outstanding for our family. They always respond quickly to all questions. We have trusted them totally with doing all of our tax work for years. Have never had any problems with their services.
Joe and his staff are outstanding. They have taken care of me for many years and done an amazing job. Not once have I ever reached out to them for help have they not promptly taken care of my tax needs. They are personal and professional. I would highly recommend them!
Joseph R. Castellano, CPA has been the accountant for our organization for many years and has the best interest of our org. We are grateful to have him, and would highly recommend him and his office to any organization or individual.
They never filed our taxes, never told us they didnt file them, and refuse to accept the responsibility of fault. They believe that a $50 gift card, for over $425 worth of payment, is more then kind. Joseph Castellano felt that his company did as much as was expected of him and refuses to accept they didnt. We called today, because over the weekend we went to the IRS site to track our federal refund, and it said it wasn?t found. So we called Castellano CPA. The woman who answered said they called and left
Joe has been great for me and my construction business! He's already saved me a good money and has me better prepped for tax season. Best CPA in town!
Joe and his staff can help you with your taxes, QuickBooks, and saving money by knowing the new tax laws that come out every year. They are on top of it! I would highly recommend!
Joe and Martha Castellano along with their staff are such a great CPA company to work with. They do an awesome job, I highly recommend them to anyone.
Working with Castellano CPAs has been a delight! Their professional service and constant communication is unmatched. I would highly recommend this firm for business and personal needs!
Joe and Martha, along with their staff take care of our business books and yearly taxes. They also take care of our personal taxes. Professional but personable. Not many accountants are also your friends.
We own an online business based in Myrtle Beach and Joe and his staff have always been extremely detail oriented and helpful. Great communication is a definite plus!
Have always done business with Joe and his team... I have multiple revenue streams from business, employment and investment property, and the Castellano team always takes the time to explain new laws and all my options..a pleasure to do business with!!
Joe, Martha & his staff are excellent. They have been doing our taxes since we moved to the area.
Joe and his team are outstanding! I enjoy working with them. Very knowledgeable and professional.
Joe and Martha are wonderful people and a joy to work with. I can't thank them enough for the work they do for my family and I.
Joe is the best, great people to deal with great tax service.
Joe is very knowledgeable and was able to assist me with any questions that I had.
Martha is very knowledgeable and easy to work with .
Needing a CPA. Look no further. Joe is great!!
Absolute pro's....the best people!
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.