The Castro & Co. Difference
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- Innovative Solutions
- Experienced & Thoroughly Published Attorneys
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Tax Planning
Individuals
Domestic Tax Planning Attorneys for Individuals
Helping Clients Like You Achieve Their Tax Goals
If you work or own property and assets in the U.S., chances are good that you owe taxes. This is true whether you spend most of the time in the states, abroad, or equally between the two. At Castro & Co., we are dedicated to helping our clients resolve their state and federal tax problems in the United States.
A domestic tax planning attorney for individuals, like ours at Castro & Co., focuses on helping individual clients with their tax issues. We understand that personal taxes can often be just as complex as business taxes. Whether you need assistance with a tax return or ensuring tax compliance, we can provide the legal advice you need.
If you’re coming to us for help, chances are there’s an international component that’s complicating your tax woes. Get the relief you need now by reaching out to our offices for help.
Our Private Domestic Tax Planning Services
At Castro & Co., we value long-term client relationships over short-term profits. Clients trust us to provide them with sophisticated tax planning advice with their best interests in mind. Our results-oriented practice and cutting-edge knowledge is what distinguishes our firm from others. We have years of experience in complex international tax laws and treaties.
Our international tax attorneys can help to reduce your global, federal, and state income tax exposure. We strive to structure our clients' personal and business affairs in a manner that is both financially advantageous and tax efficient. Our clients can then enjoy significantly lower effective federal income tax rates on their incomes.
Discuss Your Tax Goals During a Free Case Evaluation
We serve many individuals in professional fields, including engineers, doctors, attorneys, corporate executives, and other high-profile personnel. We look forward to working with you to accomplish your individual tax planning goals.
Contact Castro & Co. online or by calling (833) 227-8761 and ask to arrange a consultation with an attorney who can help.
Our Process
Contact & Setup
Get in contact with us and get your online file-sharing portal set up. This allows for us to view your documents over a secure cloud network. No need to mail or fax documents.
Annual Tax Interview
Once your online portal has been activated, we will conduct our annual tax interview to really understand your current tax situation, your expenses, potential future liabilities, assist in any questions you may have, and more. Our team is loyal to those we serve and we prioritize long-term relationships over short-term profits.
Receive Proposal
After a completed tax interview, our tax attorneys will ensure every possible deduction, credit, and tax planning strategy is implemented into your tax return. Once complete, you will receive a proposal with the complete breakdown of your tax return. At this point you can decide whether or not to accept your proposal. We do all the work first for free.
Our Other Services
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AMT Tax Planning
Our tax attorneys will help reduce the odds that you'll owe the AMT through proper tax planning.
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Estate Planning
Domestic & International trusts, assistance with life planning documents and services for businesses, which include customized retirement plans.
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Inheritance Tax Planning
Received an inheritance? Our tax attorneys will help structure a tax efficient strategy that works for you.
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Pre-Residency Tax Planning
Before moving to the U.S. make sure that you have all your financial affairs in order. We can help with this process as well.
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Exit Tax Planning
Before departing the U.S. it is important to know how you will be taxed upon leaving. Exit tax planning is crucial.
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Offshore Tax Compliance
Tax planning for individuals with offshore accounts in other countries. (FATCA).
Helping Our Clients Pay Only What They Owe
Overpaying your taxes is one way you can decrease your odds of conflict with the IRS, but that’s sheer insanity. Why should you feel compelled to pay more than what you actually owe in taxes just to be sure you won’t be hassled by the government?
When you work with a domestic tax planning attorney for individuals from Castro & Co., you’ll benefit from getting the tax assistance you need to rest assured you’re paying your fair share.
Our attorneys can run a confidential analysis of your financial situation and develop a tax plan that can help you pay only what you owe in taxes.
Get the domestic tax planning assistance you need as an individual from Castro & Co. Contact us online and ask how you can take advantage of a consultation with one of our attorneys.
Want to Know More?
For a more in-depth explanation about the U.S. Tax System, please watch this video of our Managing Partner explaining Individual Tax Planning.
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