Clear books.
Confident decisions.
Professional bookkeeping helps you understand your business, prepare for tax season, and plan your next step. Castellanos Platinum Tax Service helps keep your financial records organized through careful review, clear communication, and support tailored to your business.
Discuss your bookkeeping needsReliable records. Practical business insight.
Transaction organization
We help organize and categorize business income and expenses, working with your supporting records to create a clearer view of day-to-day activity.
Bank and credit card reconciliation
We compare your books with bank and credit card statements, identify discrepancies, and work with you to resolve missing or unclear transactions.
Financial reporting
We help prepare income statements, balance sheets, and other agreed reports so you can review business performance and share organized information for tax preparation.
Catch-up and ongoing bookkeeping
Whether you need help bringing records up to date or maintaining them regularly, we review your needs and agree on a schedule and scope that fit your business.
A professional process, built around your business.
We begin by understanding your business and reviewing the condition of your records. We then confirm the services, reporting schedule, and information needed from you. Throughout the engagement, we communicate questions clearly and coordinate bookkeeping information with tax and payroll support where included.
Prepare for your first conversation
Have recent bank and credit card statements, existing bookkeeping reports, receipts, invoices, and payroll summaries available. Our team will confirm which documents are needed and explain the next steps.
Call (323) 773-7000 Explore all services