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CASTAñEDA'S
FINANCIAL SOLUTIONS
Commitment. Value. Integrity
About Us
At Castaneda’s Financial Solutions, we are committed to empowering individuals and businesses through reliable bookkeeping, tax preparation, business formation, and financial education and planning services. Our mission is to provide personalized support that helps our clients stay compliant, build financial confidence, and grow with peace of mind.
Compliance isn't just about avoiding penalties, it's about building a strong foundation for long-term success.
At Castaneda’s Professional Services, we offer reliable and personalized financial solutions for individuals, families, and small businesses. Our services include:
Our services include:
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Recording and categorizing daily transactions
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Monthly bank and credit card reconciliations
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Accounts payable and receivable tracking
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Financial reporting (P&L, balance sheet, cash flow)
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Quickbooks setup, cleanup, and support
Our services include:
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Payroll processing (weekly, bi-weekly, or monthly)
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Direct deposit setup and check processing
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Federal and state payroll tax filings
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Year-end forms (W-2, W-3, 1099s)
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New hire reporting and employee setup
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Customized payroll reports
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Contractor payments and compliance
Our services include:
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Federal and state income tax return preparation
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Filing for W-2 earners, self-employed, and independent contractors
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ITIN applications and renewals
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Amended returns and prior-year filings
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Electronic filing (e-file) and direct deposit setup
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Tax planning and estimated tax payments
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Bilingual support (English & Spanish)
Our services include:
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Federal and state income tax return preparation
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S-Corp (1120S), and Partnership (1065) filings
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Schedule C filing for sole proprietors
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Year-end bookkeeping review and cleanup
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Payroll tax filing and 1099 preparation
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State and local tax filings
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Tax planning and estimated payments
Our services include:
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LLC, S-Corp, and sole proprietorship formation
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EIN (Employer Identification Number) application
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State registration and compliance setup
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Operating agreements
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Consultation on the best entity type for your goals
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Ongoing support and guidance after formation
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State and Local Sales & Use Tax Support and Guidance
Our services include:
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Financial education workshops and 1:1 coaching
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Life insurance strategies to protect and build wealth
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Retirement planning (IRAs, 401(k)s, annuities, and more)
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Budgeting, savings, and debt management guidance
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Legacy and family wealth planning
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Bilingual support in English and Spanish
CLIENTS
Working With the Best
Join the Club
Become part of a growing community of empowered business owners and individuals who are taking control of their finances and building a stronger future.
Contact Us
We’d love to hear from you! Whether you need help with bookkeeping, taxes, payroll, or financial planning, our team is here to assist.
Opening Hours
Mon - Fri
Saturday
Sunday
3:30 pm – 8:00 pm
By Appointment
By Appointment