About

Comprehensive solutions and concierge-level service for successful business owners

We strive to embody the values of honesty and integrity in everything we do. We believe our success lies in the exceptional level of service we provide our clients, rooted in experience and planning. We leverage state-of-the-art technology for optimal efficiency and accuracy.

And we give you the confidence and peace of mind that comes from knowing the business tax and accounting tasks you direct us to handle are in trustworthy hands.

About Castle Rock

Our unique value is the year-round strategic and proactive approach we offer our clients.

Our objective is to not only minimize your tax burden, but to offer sound financial guidance based on your business needs and goals, and to take the day-to-day financial responsibilities off your plate so you can focus on the high-level needs of your business and ultimately, plan for a secure and enjoyable future.

We strive to embody the values of honesty and integrity in everything we do.

We believe our success lies in the exceptional level of service we provide our clients, rooted in experience and planning.

We leverage state-of-the-art technology for optimal efficiency and accuracy.

And ultimately, we give you the confidence and peace of mind that comes from knowing your business is in capable, trustworthy hands.

Comprehensive solutions and concierge-level service for successful business owners

Our unique value is the year-round strategic and proactive approach we offer our clients.

Our objective is to not only minimize your tax burden, but to offer sound financial guidance based on your business needs and goals, and to take the day-to-day financial responsibilities off your plate so you can focus on the high-level needs of your business and ultimately, plan for a secure and enjoyable future.

We strive to embody the values of honesty and integrity in everything we do.

We believe our success lies in the exceptional level of service we provide our clients, rooted in experience and planning.

We leverage state-of-the-art technology for optimal efficiency and accuracy.

And ultimately, we give you the confidence and peace of mind that comes from knowing your business is in capable, trustworthy hands.

Partners

Team Member Directory

Admin Staff

Lyndsay Jackson

Senior Office Manager

Courtney Gail

Office Manager

Ashley Collins

Office Manager

AR Team / Client Onboarding

Jackie Lacerda

Operations Manager

Nhat Nguyen

Accounts Receivable Analyst

Claudia DeSantis

Accounts Receivable Specialist

Accountants / CPAs

Daniela Salgado

Senior Manager

Alyssa DiDonato

Senior Manager

Celine Nguyen

Senior Accountant

Eunice Kang

CPA, Senior Accountant

Ava Dang

Senior Accountant

Lana Dang

Staff Accountant

Zoe Luong

Senior Accountant

Mason Burnett

Staff Accountant

Tyler Pham

Staff Accountant

Karla Melendez

Intern

Payroll

Daniela Salgado

Senior Manager

Cynthia Franklin

Payroll Staff Accountant

Zoe Luong

Senior Accountant