Business Details
39 Years
experience
Trusted Accounting and Financial Planning Services in Shreveport, LA
Castellano & Associates was founded in 1987 by Arnie Castellano, Jr. and has grown to employ 13 professionals serving over 1,000 clients annually. Our firm specializes in accounting, tax services, and financial planning for individuals, businesses, estates, and nonprofits. We distinguish ourselves through personalized attention, rapid responsiveness, and a team of trained, experienced professionals. Our fee-based financial planning prioritizes client interests without commission-driven products, complemented by IRS representation and pension consulting services. We maintain custody-free asset management through Charles Schwab & Co. partnerships while operating independently. Our small firm structure enables tailored service delivery across Louisiana and multi-state jurisdictions.With over 35 years of experience, we combine deep industry knowledge with a commitment to client education and long-term financial success. Our team holds prestigious certifications including CPA and CFP designations, ensuring technical excellence across all service areas. We emphasize tax optimization strategies and investment planning to maximize client returns while maintaining compliance with all regulatory standards. This combination of expertise, personalized service, and ethical standards has sustained our reputation as trusted advisors in the Shreveport community.
Services
Financial Planning
Bookkeeping Services
Tax Preparation
Payroll Services
Pension Consulting
Details
- Year established: 1987
Highlights and features
- We offer over 35 years of specialized accounting expertise since 1987
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide fee-based financial planning with no commission-driven products
- Our small firm structure enables personalized client attention and rapid response
- We maintain custody-free asset management through trusted third-party partnerships
Associations and certifications
- SEC Investment Advisor
Services
Financial Planning
Our fee-based financial planning integrates tax optimization strategies with investment planning to maximize client returns. Certified professionals develop customized roadmaps for long-term financial goals while maintaining strict compliance standards. Services include pension consulting, retirement planning, and asset management partnerships with Charles Schwab & Co.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, including multi-state returns and complex filings. Our team offers IRS representation, negotiated settlements, and strategic tax planning for retirement, divorce, and estate matters. Specialized expertise in business tax compliance and personal financial consulting ensures optimal tax outcomes.
Bookkeeping Services
Our bookkeeping solutions include bank reconciliation, general ledger maintenance, and financial statement preparation. We handle payroll tax filings, asset depreciation tracking, and accounting system implementation. These foundational services support accurate financial reporting and informed business decision-making for clients of all sizes.
Payroll Services
Full-service payroll processing includes direct deposit options, tax withholding reports, and regulatory filings. We manage federal and state unemployment returns, W-2/1099 processing, and comprehensive payroll tax compliance. Our systems ensure accurate, timely payments while maintaining complete regulatory compliance for businesses of all sizes.
Pension Consulting
Specialized pension consulting services analyze retirement options and recommend customized plans. We evaluate tax implications, investment strategies, and income sustainability to create tailored retirement solutions. Our fee-based approach prioritizes client needs without commission-driven recommendations, ensuring objective, long-term financial security planning.
People
Arnold Castellano, Jr.
Founder / CPA
With over 35 years of experience since founding the firm in 1987, Arnold Castellano, Jr. brings extensive expertise in accounting and financial planning. His leadership focuses on personalized client service and maintaining the highest professional standards across all firm operations.
Kristina Brattin
CPA
Kristina Brattin provides expert accounting and tax services with specialized knowledge in individual and business tax planning. Her experience includes complex return preparation and multi-state tax compliance for diverse client portfolios.
Connor Castellano
CFP
As a Certified Financial Planner, Connor Castellano specializes in comprehensive financial planning strategies. He focuses on tax-efficient investment approaches and retirement planning, helping clients achieve long-term financial goals through personalized solutions.
Audrey Giddens
CPA
Audrey Giddens offers specialized expertise in business tax compliance and financial reporting. Her experience includes working with small to mid-sized businesses on tax planning and accounting system implementation.
Julia Gaston
CPA
Julia Gaston provides accounting and tax services with a focus on individual clients and estate planning. Her experience includes complex tax situations and multi-generational wealth planning strategies.
Questions
What accounting services does Castellano & Associates offer?
We provide full-service accounting including bookkeeping, financial statement preparation, payroll processing, tax return preparation, and financial planning for individuals and businesses.
Do you handle multi-state tax filings?
Yes, our firm offers multi-state tax preparation services for both individual and business clients with cross-state tax obligations.
What financial planning credentials do your advisors hold?
Our financial planners include Certified Financial Planners (CFP) and Certified Public Accountants (CPA) with specialized expertise in tax-optimized investment strategies.
How do you handle asset management?
We recommend Charles Schwab & Co. as qualified custodians for asset management while maintaining custody-free, fee-based financial planning services.
Are you accepting new clients?
Yes, we welcome new clients in Shreveport, LA and multi-state jurisdictions. Contact us to schedule a free consultation with our team.
Reviews (2)
Tony Gaines
May 11, 2022
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Great customer service and very quick turnaround. The staff was very nice and easy to communicate with. I'll be doing more business with them in the future.
Kitten Lover
Nov 05, 2019
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This team is the absolute best! They are fast, professional, easy to get in touch with, quick with response times and excellent at their jobs. They always exceed my expectations. I recommend them to everyone I know. You will not be disappointed!
