CPA Tax Accountant
Client Review on CPA Tax Accountant
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MAY 8, 2017; WHEN C.P.A. JAMES CASTALDO FIRST DID MY TAXES; I FOUND WHAT I LOOK FOR IN A DOCTOR OR DENTIST. ALL MEDICAL; DENTAL, AND TAX RETURN NEEDS ARE DIFFERENT. I DON’T WANT THE BURDEN OF HAVING TO ASK THE RIGHT QUESTIONS; TO GET THE RIGHT ANSWERS; BECAUSE I DON’T KNOW THE RIGHT QUESTIONS TO ASK. LIKE AN OPTICAL SCANNER; NO RIGHT QUESTIONS NEEDED; JAMES CASTALDO CONNECTED ALL OF MY DISPARATE; RANDOM AND UNRELATED I.R.S; STATE; & LOCAL; FACTS, FIGURES, OBLIGATIONS AND DEDUCTIONS; NO STONES UNTURNED; LEAVING IN PLACE REDUNDANT I.R.S.; STATE & LOCAL TAX AUDIT FIREWALLS. HE GOT ME TO THE LOWEST TAX LIABILITY AND THE HIGHEST I.R.S. & STATE REFUND FINISH LINE; IN OUR ONLY NECESSARY; FACE-TO-FACE; SIT-DOWN MEETING. JAMES CASTALDO’S TAX PREPARATION FEE; WAS THE SAME AS MY ½ THE PULSE; LESS FOCUSED AND EVEN LESS CARING; PREVIOUS (13) YEAR C.P.A. JAMES DID MY TAXES AS IF I WERE HIS BROTHER OR MOTHER; CHARGING ME THE TAX PREPARATION FEE THAT I HOPED FOR. I WASN’T SCREENED IN MY FIRST PHONE INQUIRY TO HIS FRIENDLY OFFICE BY A GATEKEEPER. WITH NO METER TICKING; (30) SECONDS INTO OUR FIRST PHONE CONVERSATION; I KNEW I HAD THE RIGHT GUY. AS A CONSULTANT; TAX PREPARER & PLANNER; SURGICALLY EXCISING TAXES & OUTLAYS; JAMES MOVES THE DECIMAL POINT IN THE RIGHT DIRECTION.
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