Business Details
Expert Accounting & Tax Services Tailored to Your Business Needs
At Castle Rock, we operate as a strategic partner dedicated to delivering high-value accounting, tax, and business consulting services. Our approach emphasizes year-round engagement, ensuring clients receive proactive tax planning and financial guidance tailored to their unique needs. With expertise in cross-border transactions and industry-specific challenges, we combine meticulous attention to detail with cutting-edge technology to optimize accuracy and efficiency. Our commitment to integrity drives every decision, as we strive to minimize tax burdens while supporting long-term business growth. By handling day-to-day financial responsibilities, we empower clients to focus on strategic initiatives.Our team leverages decades of collective experience to provide comprehensive solutions, including estate planning, international tax compliance, and business analytics. Through quarterly reviews and customized reporting, we maintain alignment with evolving goals. Our proven process ensures compliance while maximizing cash flow and operational efficiency. Clients benefit from personalized service grounded in transparency, ethical standards, and measurable results, establishing Castle Rock as a trusted advisor for businesses navigating complex financial landscapes.
Services
Tax Planning
Business Consulting
Financial Statement Analysis
Estate Tax Planning
Payroll Services
Cash Flow Management
International Tax Compliance
Bookkeeping
Tax Audit Representation
Highlights and features
- We offer proactive year-round engagement beyond traditional tax season.
- Our team specializes in cross-border tax compliance and reporting.
- We provide thorough accounting paired with advanced technology for accuracy.
- Our consultants deliver strategic planning aligned with business objectives.
- We operate with integrity, transparency, and no hidden fees.
What people say
Exceptional tax expertise
Proactive service
Personalized attention
Complex financial needs
Industry specialists
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities while aligning with business goals. We specialize in complex areas like international tax compliance, estate planning, and mergers & acquisitions. Through quarterly reviews and proactive adjustments, we ensure clients remain compliant while optimizing their financial position. Our expertise spans corporate structures, retirement planning, and R&D credits.
Accounting & Bookkeeping
We deliver precise monthly bookkeeping and financial statement preparation using professional-grade software. Our services include cash flow monitoring, budget projections, and court-compliant probate accounting. By analyzing key metrics and performance indicators, we provide actionable insights that help businesses maintain accurate records and make informed financial decisions.
Business Consulting
Our consulting services focus on strategic business growth through tax-efficient structures, purchase/sale analysis, and cash flow planning. We assist clients with entity selection, corporate finance coordination, and performance analytics. By combining tax expertise with industry-specific knowledge, we create solutions that enhance profitability and long-term sustainability.
Payroll Services
We handle full-service payroll processing, including direct deposits, tax filings, and compliance reporting. Supporting various payroll frequencies, we manage wage calculations, year-end statements, and regulatory submissions. Our integration with accounting systems ensures seamless financial tracking while reducing administrative burdens for businesses.
Tax Audit Representation
We provide comprehensive representation during tax audits conducted by federal, state, or international agencies. Our services cover documentation preparation, communication with authorities, and resolution strategies. With experience in IRS, FTB, and EDD negotiations, we work to resolve disputes efficiently while protecting client interests.
People
Matthew C. White
Senior Managing Partner
JD, CPA, CFP, MBA Matthew White leads with expertise in tax law, estate planning, and corporate finance, guiding clients through complex financial strategies and compliance matters.
Patrick White
Managing Partner
CPA, CFP, MBA Patrick White specializes in business consulting and tax optimization, leveraging decades of experience to help companies achieve financial clarity and operational efficiency.
Tuyen Nguyen
Associate Partner
CPA Tuyen Nguyen focuses on international tax compliance and accounting systems, providing technical expertise to ensure accurate reporting across jurisdictions and industries.
Daniela Salgado
Senior Manager
Daniela Salgado oversees payroll operations and financial reporting, ensuring clients receive accurate, timely services while maintaining compliance with regulatory requirements.
Alyssa DiDonato
Senior Manager
Alyssa DiDonato specializes in corporate accounting and strategic financial analysis, delivering insights that help businesses improve performance and regulatory adherence.
Questions
What industries does Castle Rock serve?
We work with businesses across industries including real estate, technology, healthcare, and professional services, offering tailored financial solutions.
Do you handle international tax compliance?
Yes, our experts specialize in cross-border tax matters including treaty coordination, FBAR filings, and foreign trust reporting.
What are your business hours?
Our office operates Monday-Friday 7:00 AM - 5:30 PM PST but serves clients in global time zones.
Can you assist with business sales or acquisitions?
We provide comprehensive M&A tax consulting for purchase price analysis, transaction structuring, and tax-efficient exit strategies.
Do you offer payroll services?
Yes, we provide full-service payroll processing including tax filings, direct deposits, and compliance reporting for businesses.
How do you differentiate from other accounting firms?
Our year-round strategic approach combines tax expertise with proactive financial planning tailored to each client's unique needs.
