Castles Financial Services

Castles Financial Services We prepare individual returns, self employment, and small business clients.

Castles Financial Services is an independently women owned and operated tax preparation service that has been in business, serving the community for over 20 years!

01/27/2023

Tax season is now here! There are a bunch of changes this year including the child tax credits returning to the 2019 amounts which means refunds will be smaller.

01/24/2022

Thank you for contacting Castles Financial Services!!

FOR YOUR INFORMATION PURPOSES!!!! PLEASE READ BEFORE CALLING AS CASTLES FINANCIAL WILL NOT TOLERATE IRRESPONSIBILITY ON CLIENTS BEHALF!

If your email is regarding tax preparation, please make sure that you are providing us with ALL of your COMPLETE documentation. Documents include but are not limited to: UNEXPIRED identification, dependent information, sources of income, tuition statements, childcare expenses, stimulus amount received for self and dependents, and business expenses and income.

PLEASE KEEP THE FOLLOWING IN MIND:

* Castle Financial Services WILL NOT be taking in person appointments due to COVID. However we will be accepting email documents(NOT TEXT) via our secure email at [email protected] and drop offs ONLY.

** Please DO NOT contact ANY staff members via their personal telephone numbers, personal social media, or personal emails.Use the business telephone number at (413) 829-2274 instead or email at [email protected]. Otherwise, you WILL NOT be responded to.

*** IF YOU WAIT UNTIL THE WEEK OF THE TAX DEADLINE TO SEND US YOUR TAXES, AN AUTOMATIC EXTENTION WILL BE FILED. THE NEW DEALINE WILL BE IN OCTOBER AND WE WILL WORK ON YOUR RETURN ON OUR TIME AS WE WOULD LIKE TO ENJOY OUR VACATION TIME AND FAMILIES.

**** IF YOU RECEIVED AN AUDIT LETTER FROM THE IRS OR STATE OF OHIO AND HAVE NOT PURCHASED AUDIT PROTECTION, YOU NEED TO DO WHATEVER THE IRS HAS REQUESTED OF YOU. WE CANNOT HELP YOU UNLESS YOU PAY AN ADDITIONAL UPFRONT FEE OF $100 WHICH WILL COVERS ONE 1/2 HR CONSULT. ADDITIONAL CALLS/EMAILS WILL RESULT IN ADDITIONAL FEES.

***** We CANNOT always answer the phones as we are busy taking care of other clients. For the most prompt service when calling, please leave a DETAILED voicemail speaking clearly including your name, telephone number, and the reason for your call (OTHER THAN TO CALL YOU BACK).

****** WE DO NOT RESPOND TO TEXT MESSAGES!!! NO financial institution will respond for security reasons. DO NOT SEND YOUR PERSONAL DOCUMENTS VIA TEXT. IT IS NOT SECURE.

******* WE WILL GET TO YOUR RETURN IN THE ORDER THAT IT IS RECEIVED. THERE MAY BE SEVERAL CLIENTS AHEAD OF YOU. WE APPRECIATE YOUR PATIENCE.

******** MULTIPLE CALLS FROM THE SAME CLIENT AND EMAILS MAY RESULT IN INCREASED FEES AND/OR DELAYED PROCESSING.

********* WE WOULD NEVER SUBMIT YOUR TAX RETURN BEFORE CONTACTING YOU FIRST, RECEIVING PAYMENT, AND RECEIVING YOUR SIGNED TAX RETURN.

********** PLEASE READ AND SAVE YOUR INCOME TAX RETURN AND LETTERS FOR YOUR RECORDS. WE WILL NOT REPEATEDLY ANSWER QUESTIONS THAT YOU HAVE THE ANSWERS TO IN YOUR CORRESPONDENCE. YOU ARE TAKING AWAY TIME FROM OTHER CLIENTS AS WELL AS OUR FAMILIES.

*********** IF YOUR RETURN HAS BEEN HELD UP, IT CAN BE FOR A VARIETY OF REASONS. WE HAVE NO CONTROL OVER THAT AS WE DO NOT WORK FOR THE IRS. THE MOST REASONS THIS MAY HAPPEN ARE BECAUSE YOU HAVE BEEN AUDITED, YOU GAVE US INCORRECT INCORRECT STIMULUS AMOUNTS, YOU OMITTED PROVIDING US INFORMATION (DID NOT GIVE US W-2s, OTHER INCOME, INCORRECT BANKING, ETC.), YOU FAILED TO VERIFY YOUR IDENTITY WITH THE IRS OR STATE OF OHIO, YOU ARE A FIRST TIME FILER, MULTIPLE ADDRESS CHANGES, OR YOU HAVE CLAIMED NEW DEPENDENTS.

LIKE US, COMMENT, AND FOLLOW US ON FACEBOOK AND INSTAGRAM Castles Financial Services AND TO GET UPDATED TAX INFORMATION.

Thank you again and we look forward to serving your tax preparation needs!

Castle Financial Services
P.O. BOX 43112
Richmond Heights, OH 44143
(413) 829-2274

01/24/2022

Happy New Year! Today is the first day of the 2022 tax season. When making your appointment please are sure that you have all of your personal documents, business documents, and your IRS form stating how much you received in stimulus and child tax credits. This will stop your refund from being delayed.

08/07/2021

Thank you for contacting Castles Financial Services!!

FOR YOUR INFORMATION PURPOSES!!!! PLEASE READ BEFORE CALLING AS CASTLES FINANCIAL WILL NOT TOLERATE IRRESPONSIBILITY ON CLIENTS BEHALF!

If your email is regarding tax preparation, please make sure that you are providing us with ALL of your COMPLETE documentation. Documents include but are not limited to: UNEXPIRED identification, dependent information, sources of income, tuition statements, childcare expenses, stimulus amount received for self and dependents, and business expenses and income.

PLEASE KEEP THE FOLLOWING IN MIND:

* Castle Financial Services WILL NOT be open for business EVERY DAY AFTER JUNE 1, 2021 other than for BUSINESS CLIENTS. WE WILL REOPEN FULLTIME FOR THE 2021 TAX SEASON in January 2022

** Please DO NOT contact ANY staff members via their personal telephone numbers, personal social media, or personal emails.Use the business telephone number at (413) 829-2274 instead or email at [email protected]. Otherwise, you WILL NOT be responded to.

*** IF YOU WAIT UNTIL THE WEEK OF THE TAX DEADLINE TO SEND US YIUR TAXES, AN AUTOMATIC EXTENTION WILL BE FILED. THE NEW DEALINE WILL BE IN OCTOBER AND WE WILL WORK ON YOUR RETURN ON OUR TIME AS WE WOULD LIKE TO ENJOY OUR VACATION TIME AND FAMILIES.

**** IF YOU RECEIVED AN AUDIT LETTER FROM THE IRS OR STATE OF OHIO AND HAVE NOT PURCHASED AUDIT PROTECTION, YOU NEED TO DO WHATEVER THE IRS HAS REQUESTED OF YOU. WE CANNOT HELP YOU UNLESS YOU PAY AN ADDITIONAL UPFRONT FEE OF $200 WHICH WILL COVERS ONE 1/2 HR CONSULT. ADDITIONAL CALLS/EMAILS WILL RESULT IN ADDITIONAL FEES.

***** We CANNOT always answer the phones as we are busy taking care of other clients. For the most prompt service when calling, please leave a DETAILED voicemail speaking clearly including your name, telephone number, and the reason for your call (OTHER THAN TO CALL YOU BACK).

****** WE DO NOT RESPOND TO TEXT MESSAGES!!! NO financial institution will respond for security reasons. DO NOT SEND YOUR PERSONAL DOCUMENTS VIA TEXT. IT IS NOT SECURE.

******* WE WILL GET TO YOUR RETURN IN THE ORDER THAT IT IS RECEIVED. THERE MAY BE SEVERAL CLIENTS AHEAD OF YOU. WE APPRECIATE YOYR PATIENCE.

******** MULTIPLE CALLS FROM THE SAME CLIENT AND EMAILS MAY RESULT IN INCREASED FEES AND/OR DELAYED PROCESSING.

********* WE WOULD NEVER SUBMIT YOUR TAX RETURN BEFORE CONTACTING YOU FIRST, RECEIVING PAYMENT, AND RECEIVING YOUR SIGNED TAX RETURN.

********** PLEASE READ AND SAVE YOUR INCOME TAX RETURN AND LETTERS FOR YOUR RECORDS. WE WILL NOT REPEATEDLY ANSWER QUESTIONS THAT YOU HAVE THE ANSWERS TO IN YOUR CORRESPONDENCE. YOU ARE TAKING AWAY TIME FROM OTHER CLIENTS AS WELL AS OUR FAMILIES.

*********** IF YOUR RETURN HAS BEEN HELD UP, IT CAN BE FOR A VARIETY OF REASONS. WE HAVE NO CONTROL OVER THAT AS WE DO NOT WORK FOR THE IRS. THE MOST REASONS THIS MAY HAPPEN ARE BECAUSE YOU HAVE BEEN AUDITED, YOY GAVE US INCORRECT INCORRECT STIMULUS AMOUNTS, YOY OMITTED PROVIDING US INFORMATION (DID NOT GIVE US W-2s, OTHER INCOME, INCORRECT BANKING, ETC.), YOU FAILED TO VERIFY YOUR IDENTITY WITH THE IRS OR STATE OF OHIO, YOU ARE A FIRST TIME FILER, MULTIPLE ADDRESS CHANGES, OR YOU HAVE CLAIMED NEW DEPENDENTS.

LIKE US, COMMENT, AND FOLLOW US ON FACEBOOK AND INSTAGRAM Castles Financial Services AND TO GET UPDATED TAX INFORMATION.

Thank you again and we look forward to serving your tax preparation needs!

Castle Financial Services
P.O. BOX 43112
Richmond Heights, OH 44143
(413) 829-2274

05/04/2021

The May 17th tax deadline is soon approaching for not only 2020 taxes but to receive a refund for 2017 taxes. If you haven't already sent in your documents to get your return done, please do so ASAP. You can email your documents via our secure email to [email protected]. Make sure that you include the following:

Unexpired identification
Phone number
1st and 2nd stimulus amounts
Dependent information and documents(SS cards/birth certificates)
All sources of income(W2, unemployment, 1099s, retirement)
Business expenses for independent contractors/business owners

Thank you!

Castles Financial Services
(413) 829-2274

03/15/2021

Castles Financial Services CANNOT finish your tax return if you have NOT sent us all of your documentation. That includes UNEXPIRED driver's license, social security numbers, address, phone number, email address, tax forms, stimulus amounts, and business/independent contactor expenses. You will lose your place in line as this takes away so much time from other paying clients who have all of their documents in order.

03/15/2021

Castles Financial Services is a real business with normal business hours.
If you call at 7am you will NOT be answered.
If you call after 7pm you will NOT get responded to.
If you call on Sunday you will NOT be responded to.
If you text the business number you will NOT be responded to.
Come on people you know better than that. This is not Ray Ray's aunties house somewhere.

Another round of stimulus checks are going out this weekend. Have you not received your first or second stimulus yet? Ha...
03/13/2021

Another round of stimulus checks are going out this weekend. Have you not received your first or second stimulus yet? Have you not filed your tax returns? Give Castles a call so we can get your money in your pocket. We 100% virtual. You can email your documents to our secure email at [email protected]

Castle Financial Services
(413) 829-2274

02/24/2021

Castles Financial Services information to know for the 2020 tax year is as follows:

● Castles Financial Services is NOT open for business after 7:30pm, on Sundays, or Federal Holidays.

● Your return will be completed IN THE ORDER that it is received. Please DO NOT call or email us asking the status of your return.

● If you would like your tax returns prepared, email them via our secure email at [email protected]

● Try to include all documents in only 1 EMAIL only after you have ALL DOCUMENTATION as we don't have time to search through hundreds of emails for multiple ones of yours.

● Sending multiple emails without complete documentation will slow down the process and will SEND YOU TO THE END OF THE LINE.

● We are 100% virtual. That means NO MORE walk-in appointments.

● Everyone DOES NOT need or get an appointment.

● If you are a NEW CLIENT OR A BUSINESS CLIENT with a new business or complex return please note that in your email so we can arrange a ZOOM MEETING if need be. We will still need all of your documentation prior to your meeting.

● If you have questions please send them in your email and we will answer them WHEN WE GET TO YOUR RETURN.

● DO NOT TEXT OUR BUSINESS LINE. You WILL NOT be responded to.

● Do NOT CALL, TEXT, OR EMAIL ANY STAFF MEMBERS via their private lines. You will NOT be responded to.

● We CANNOT always answer the phones as we are taking care of other clients.

● For prompt service when leaving a voicemail, please leave a DETAILED message speaking slowly and clearly including your NAME, PHONE NUMBER, AND REASON FOR YOUR CALL(OTHER THAN TO CALL YOU BACK). We WILL NOT call back random numbers.

● Documentation to be included in email to us should include the following even if we had it last year:
* UNEXPIRED driver's license for self, spouse, and grown dependents
* Dependent information- Social Security cards, birth certificates
* Sources of income to include -W2s, 1099s, cash, unemployment, retirement
* College tuition statements and expenses
* Children care expenses and information
* Stimulus amounts received for self and dependents for 2019 & 2020
* Please send multiple years separately with
* Business expenses for the year on either a spread sheet or written out. You need to add up your expenses. If we have to do it, you will be charged an additional accounting fee.

Thank you for your understanding and to help us serve you better.

Castles Financial Services
Licensed IRS tax preparers
[email protected]
(413) 829-2274

02/24/2021

Castles Financial Services is 100% virtual now. You can send us your documentation via our secure email at [email protected]. We will process your return in the order that it is received as long as we have all of your docs. Not providing all of your documentation at once will slow down the process and send you to the end of the line. Please do not call or email us repeatedly checking the status of your return if you DO NOT HAVE EVERYTHING together.

02/24/2021

Did you not receive your stimulus this year or previous year? Have Castles Financial Services get your stimulus in your pocket today. Call us at (413)829-2274 to see if we can help you.

01/19/2021

《2020 TAX SEASON》

Castles Financial Services has now moved out, has not closed but, is now virtual to better service our clients and keep everyone safe. Our email is still [email protected] and our NEW phone number is (413)TAX-CASH or (413)829-2274. Should you need assistance or want to set up an appointment leave a detailed voicemail including your name, phone number,reason for your call, and best time to reach you so that we can contact you. You can also email us. If so please include a detailed message.

** FOR PROMPT SERVICE PLEASE LEAVE A DETAILED VOICEMAIL WITH YOUR NAME CLEARLY STATED, A NUMBER TO RETURN YOUR CALL AT, AND YOUR REASON FOR YOUR CALL. IF YOU DO NOT LEAVE A VOICEMAIL YOUR CALL WILL NOT BE RETURNED**

We thank you all for your patience and understanding at this difficult time and transition to better serve our clients.

Castles Financial Services

Address

Richmond Heights, OH

Opening Hours

Monday 11am - 7pm
Tuesday 11am - 7pm
Wednesday 11am - 7pm
Thursday 11am - 7pm
Friday 11am - 7pm
Saturday 11am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Castles Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Castles Financial Services:

Shortcuts

Share

Category

About Us

Castles Financial Services is an independently woman owned and operated local income tax preparation service that has been in business, serving the community for almost 25 years. We specialize in small business returns offering the following: we issue 1099s & W-2s, notary public services, title closings, virtual office space, cubicle/conference room rentals, and new business registration/ incorporation. More services coming soon to handle all of your financial and investment needs! So come in and see the Cassandras today!