At Castaneda’s Financial Solutions, we offer reliable and personalized financial solutions for individuals, families, and small businesses. 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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Software setup, cleanup, and support
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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
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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
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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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Ongoing support and guidance after formation
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State and Local Sales & Use Tax Support and Guidance
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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)
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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
