Tax Planning Individuals

Domestic Tax Planning Attorneys for Individuals

Helping Clients Like You Achieve Your Tax Goals

At Castro & Co., our international tax attorneys are dedicated to helping our clients resolve their state and federal tax problems in the U.S. Whether you spend most of the time in the states, abroad, or equally between the two, chances are good that you owe taxes if you work or own property and assets in the U.S.

We can help you with tax planning services in the U.S. such as:

A domestic tax planning attorney for individuals, like ours at Castro & Co., are attorneys who are focused on providing legal services regarding tax law matters. 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 reach out to our offices for help.

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

  • AMT Tax Planning

    Our tax attorneys will help reduce the odds that you'll owe the AMT through proper tax planning.

  • Estate Planning

    Domestic & International trusts, assistance with life planning documents and services for businesses, which include customized retirement plans.

  • Inheritance Tax Planning

    Received an inheritance? Our tax attorneys will help structure a tax efficient strategy that works for you.

  • 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.

  • 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.

  • 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.

  • ABC News
  • CBS News
  • U.S. News & World Report
  • The Wall Street Journal
  • International Bar Association
  • Bloomberg Business
  • SMSF Adviser
  • The Sydney Morning Herald
  • Tax Analysts

The Castro & Co. Difference

  • Free Consultations
  • Innovative Solutions
  • Experienced & Thoroughly Published Attorneys
  • Sophisticated Global Tax Planning

Testimonials

    The firm truly defines excellence.

    “Professional and easily accessible, Castro & Co was an absolute pleasure to work with. They offered up timely, insightful counsel to our agency and were extremely responsive. The firm truly defines ex ...”

    - Skyler P.
    I greatly appreciated their attention

    “I greatly appreciated their attention to detail, professional work, and security!”

    - John M.
    Very great company to work with.

    “Very great company to work with. Everyone involved is easy to get along with and understand all your needs. If you choose to do business with Castro & Co, the company will not disappoint you.”

    - Michael H.
    I know I can trust Castro.

    “Other companies don't compare to this one. I know I can trust Castro. When I had questions, they were answered immediately. I'm very happy that I have Castro handling my taxes.”

    - Linda S.
    Their knowledge of tax law and especially international tax situations is the best I have found

    “Their knowledge of tax law and especially international tax situations is the best I have found and have saved several thousand on domestic income as well.”

    - Roger R.
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Contact Our Team Today

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