CPA/Tax Services
With seven full-time CPAs on staff, we deliver tax planning, preparation, and accounting services fully integrated with investment management and financial planning. This coordinated approach ensures that every decision, from portfolio strategy to business succession, accounts for its tax impact and helps clients preserve more of their wealth while simplifying their financial lives.
Business Advisory
Running a successful business requires more than day-to-day management. Our Business Advisory services provide the structure, oversight, and strategic guidance to improve efficiency, reduce risk, and align your company’s finances with your broader wealth goals.
How We Help
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Accounting Guidance. Implement accurate, tax-efficient accounting practices that capture every transaction and maximize legitimate tax advantages.
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Spending Efficiency. Safeguard capital by preventing fraud, eliminating errors, and ensuring every obligation is paid on time.
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Bill Pay and Payroll. Establish reliable, compliant systems that handle payments to vendors and employees with precision and consistency.
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Risk Management and Insurance. Identify vulnerabilities, review coverage, and put safeguards in place to protect your operations, assets, and reputation.
CFO Services
Executive-Level Insight Without the Overhead
Growing businesses need more than bookkeeping and tax prep. Our CFO Services deliver the strategic financial leadership of a Chief Financial Officer, tailored to your company’s stage and goals, without the cost of hiring full-time.
How We Help
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Custom Dashboards and Reporting. Gain real-time visibility into key metrics and performance trends with tailored reports.
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Budgeting. Develop strategic budgets that align resources with growth while maintaining financial stability.
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Filing Reports. Ensure timely, accurate submissions to regulators, lenders, and stakeholders.
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Tax Reporting. Coordinate comprehensive filings that integrate with proactive planning to minimize liabilities.
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Public Filings. Prepare accurate, transparent disclosures that meet compliance standards and protect your reputation.
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Basic Financial Statements. Receive clear balance sheets, income statements, and cash flow reports to guide decision-making.
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General Ledger. Maintain accurate, organized records of every transaction to support reliable reporting and compliance.
CPA for Individuals
Personalized Tax Solutions for Affluent Families and Investors
Your financial life is complex, and your tax strategy should reflect that. Our CPA services for individuals are fully integrated with your financial planning and investment management, giving you a coordinated approach to protecting and preserving wealth.
How We Help
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Custom Tax Strategy. Tailor tax planning to your unique income, investments, and goals, with proactive adjustments as laws and circumstances change.
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Federal, State, and Local Preparation and Filing. Ensure every return is prepared and filed accurately and on time, including complex multi-state obligations.
Tax Efficiency & Planning
At Castle Island Wealth, tax efficiency is not a once-a-year exercise. We integrate planning into every stage of your financial life, helping you reduce liabilities, and preserve more of your wealth.
How We Help
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Tax Loss Harvesting. Offset gains and reduce liabilities by strategically realizing investment losses while maintaining long-term market exposure.
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Exit and Succession Planning. Structure business sales or ownership transitions to minimize tax consequences and preserve the value you have built.
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Estate Transfer Planning. Design wealth transfer strategies that reduce estate and gift taxes, protect assets, and ensure your legacy benefits future generations.