Castillo CPA PLLC

We strive to create long-lasting relationships with clients by nurturing growing businesses and giving them the resources needed to help them succeed.
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Our Services

Tax Planning and Preparation

We undergo rigorous, ongoing training in the latest tax developments and requirements, in order to address your most difficult tax-related issues. We’re invested to help you and your business plan and prepare your taxes not just during tax season, but all year long. Our tax services will allow you to prepare for and manage your tax obligations in a timely, cost-effective manner. Allow us to maximize your tax savings, just like we’ve done with our clients.
 

  • Federal and State Tax Returns
  • Entity Collection and Structure
  • Quarterly Tax Planning

Accounting and Advisory Services

Many businesses struggle with keeping accurate and up to date records of their business activities. Our goal is to take as much of your day-to-day busy work and allow you to focus on running your business. This will ensure that your daily activities are documented, and your financials are constantly being updated.
 

  • Monthly accounting services
  • Implementing and Maintaining monthly Financials
  • Provide monthly/quarterly QuickBooks training

IRS Audits and Resolutions

Did you or your business receive a “IRS Examination” notice and not sure how to properly handle the situation? We are here to submit proper tax documents and represent you in front of an IRS Examiner.
 

  • Tax Liens and levy’s
  • Tax Settlement Options
  • IRS Audit Assistance

Who We Serve

We exists to help your business thrive regardless of the size or industry. Consider us a support line for your business, or mentor.

Restaurants

Restaurants

Contractors

Contractors

Real Estate

Real Estate

E-Commerce

E-Commerce

Manufacturing

Manufacturing

Health Care

Health Care

Family Business

Family Business

Non for Profit Organizations

Non for Profit Organizations

Meet The Founder

Ricky Castillo is a Certified Public Accountant and is the founder of Castillo CPA, PLLC. Fluent in both English and Spanish, Ricky is able to offer his local and international tax and business advisory services to clients who request tax planning and assistance in achieving overall financial success.

Ricky’s active and prior civic memberships include serving in the U.S. Marine Corps., Operation Iraqi Freedom 1, 2 and 3, and being actively involved in the local community while being a member in the Young Professionals Network Woodlands Chamber. He proudly received his Master’s and Bachelor’s degree in Accounting from Sam Houston State University. He worked with regional and national public accounting firms for a number of years before deciding to open his own.

He enjoys giving back to the community during his free time through volunteering for the Iron Man, Fireteam Foundation, and helping local veterans transition from military to civilian life.

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Tax Associates 

Julianna Puffer

Tax Associate

CONTACT US TODAY!

If you are looking to maximize your business tax savings and profits and building a long lasting relationship.

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