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strategic planning




STRATEGIC PLANNING

For the quarters and year ahead, we discuss what changes should be made and when
to implement them. Determine what tax liabilities if any exist. Ensure
compliance or discuss what is required to become compliant.



Implement




IMPLEMENT

Implement changes from strategic planning. Discuss how to legally manage tax
burden, as well as impact on cash flow, retirement, 1031 Exchange, etc.



Review




REVIEW

Review tax planning items and financials from previous quarter/ year. Determine
what tax liabilities if any exist. Ensure compliance or discuss what is required
to become compliant.



Prepare




PREPARE

Prepare necessary compliance forms and estimated quarterly tax provisions.
Complete extensions if necessary.


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Menu
 * Home
 * About
 * Process
 * Services
   * Tax
   * Accounting
   * Consulting
 * Contact
 * Client Login
 * Payment

 * Home
 * About
 * Process
 * Services
   * Tax
   * Accounting
   * Consulting
 * Contact
 * Client Login
 * Payment

Menu
 * Home
 * About
 * Process
 * Services
   * Tax
   * Accounting
   * Consulting
 * Contact
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DILIGENT, EFFICIENT, RESPONSIVE.


YOUR TAX & BUSINESS PARTNER.


OPTIMIZE YOUR BUSINESS & PERSONAL FINANCES

Castle Rock is a partner to sophisticated business owners, offering
comprehensive strategic services to meet all your business and personal needs.
Our responsiveness and accuracy give you the confidence and peace of mind that
come from knowing your business is in capable, trustworthy hands.

Meet our Team


TAX

We handle all your business and personal tax needs to ensure compliance and
minimize your tax burden.

Learn More


ACCOUNTING

We handle all your business accounting, bookkeeping, and payroll with a
meticulous approach.

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CONSULTING

Our best value to you lies in our consultation. We take a proactive approach and
work with you all year long.

Learn More


OUR PROCESS



At Castle Rock, we believe the best service to our clients happens outside of
tax season alone. Your business doesn’t stop, and neither do we. 

Through years of experience with successful businesses, we have developed a
process for engaging with our clients throughout the year — not only to ensure
accuracy and compliance, but to ensure you are on the right track to meeting
your financial and business goals.

Learn More



OUR COMMITMENT TO YOU




EFFICIENCY

We believe in responding quickly, leveraging technology, and working smart with
next-level attention and focus.


ACCURACY

We’re meticulous and careful in everything we do, striving to ensure that no
detail goes overlooked.


INTEGRITY

At Castle Rock, we conduct ourselves with integrity. That core value is
paramount to both our success, and yours.



SITE MAP

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SERVICES

 * Tax
 * Accounting
 * Consulting

NEWPORT BEACH

The Jetty
20351 Irvine Ave, Suite C6
Newport Beach, CA 92660

Phone: (949) 698-3738
Fax: (949) 449-8470

SANTA ANA

1526 Brookhollow Drive
Suite 85
Santa Ana, CA 92705

Phone: (949) 402-2430

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