Tax Services

Castellano, Korenberg & Co. professionals are well-versed in business and personal tax issues and provide innovative solutions to any challenge our clients encounter. Each client is assigned a team of dedicated tax professionals that will focus on their needs and ensure that their financial goals are being met. We also closely follow the latest developments in the tax code, communicating these with our clients and often propose tax saving opportunities with respect to such changes. 

Our proactive approach to tax planning allows us to provide our clients with effective strategies to ensure their success. As trusted business advisors, we also work with clients and their other professional advisors to develop long term goals that address lifetime strategies as well as for future generations. 

Tax Planning & Compliance Services:

  • Individual income, estate and gift tax planning and compliance

  • Corporate income tax planning and compliance

  • Employee Stock Ownership Plans (ESOPs)

  • Payroll, sales, fuel, truck and other small business tax compliance

  • Representation before federal, state and local taxing authorities

  • Succession and retirement planning

  • Tax credits and incentives

  • Tax compliance

  • Tax research

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