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Tax Preparation

Casa Castillo Inc, has the expertise to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.
Our goal is to make the preparation process as easy as possible for you and minimize your tax liability with careful planning. Your tax preparation interview can be conducted either in person, by mail, or e-mail – whichever is most convenient for you. Whatever your circumstances may be, we are here to give you the best advice to help you get through life’s challenges. Whether you need current year returns prepared or need to plan for retirement or your child’s education, our professional team can assist you with all of your needs.

File the way that's right for you.

With over 17 years of experience and ways to file taxes for everyone, you can trust us to get you your maximum refund—whether you meet us at the office or file comfortably from home.

File in-person
Drop off your tax docs
Upload your info and we will do the rest

What Do i Need To File My Taxes?

Personal Information

Tax Identification Numbers are mandatory items on your tax prep checklist. All taxpayers will need the following information.


Dependent(s) Information

Parents and caregivers should gather this information as they review what they need to file their taxes.


Sources of Income

Many of these forms won’t apply every year. For example, you will only receive the investment forms you may need to file your taxes if you had distributions or other activity


More services and requirements

Retirement Income


Savings & Investments or Dividends


Other Income & Losses


Personal Taxes / Types of deducttions


The types of deductions you can take depend a lot on your life situation. It’s likely you won’t need all the records listed below for your tax documents checklist.

Medical Expenses

Educational Expenses

Retirement & Other Savings

Home Ownership

Childcare Expenses

State & Local Taxes

You ask, we answer