Sign In Get Started

Lori B. Castillo — CPA in Farmingville, New York

LB

Lori B. Castillo

Certified Public Accountant | Licensed in New York
0.0 (0 reviews)
Verified Licensed
Farmingville, New York 11738 View on Maps

About Lori B. Castillo

Lori B. Castillo is a licensed Certified Public Accountant (CPA) serving clients in the Farmingville, New York area.

With over 15 years of experience in basic accounting services, business tax services, and small business accounting, she caters to family-owned enterprises and entrepreneurs and startups in need of expert tax guidance.

Her areas of specialization include sales tax compliance, retirement account tax reporting, and general business taxation, ensuring that her clients' financial operations run smoothly and their tax obligations are fulfilled.

Through her in-depth knowledge of tax laws and regulations, Castillo provides timely and accurate tax services to her clients, helping them make informed financial decisions.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

Reviews

Reviews

No reviews yet. Be the first to write a review!

Similar Certified Public Accountants in Farmingville

JR
John R. Derrigan
Farmingville, New York
SM
Susan M. Casali-Gentner
Farmingville, New York
C
Cynthia Warenik-Serini
Farmingville, New York
G
Gary Kurzenhauser
Farmingville, New York
G
Gary Koster
Farmingville, New York
L
Louise Scarola
Farmingville, New York

Contact Lori B. Castillo

Browse by Specialty

Basic Accounting Services General Accounting Services Bookkeeping Services QuickBooks Services Outsourced Accounting Services Forensic Accounting Services Individual Tax Returns Non-resident Tax Returns