Our Journey in Accounting.
Founded on a commitment to excellence and integrity, we have been serving clients with unwavering dedication in the Houston, Dallas/Fort Worth, Austin and San Antonio areas.
Our team of seasoned professionals brings together a wealth of experience and expertise in accounting, finance, and business consulting. We believe in building lasting relationships with our clients.
$7M+
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Guided by Principles
At Castillo CPA, our mission is to provide expert tax guidance, innovative solutions, and personalized service that empowers our clients to achieve financial success with confidence and clarity. We believe every individual deserves access to trusted tools and resources to navigate the complexities of state and federal taxes. Through professionalism, integrity, and personalized care, we build lasting relationships grounded in trust and mutual respect, helping clients thrive.
Our vision is to empower individuals and businesses to achieve financial freedom and prosperity. We envision a future where everyone has access to the tools, resources, and guidance needed to make informed tax preparation decisions and achieve their long-term goals. Our vision drives everything we do – from providing expert tax advice and innovative solutions to fostering a culture of trust, integrity, and excellence.
At Castillo CPA, our goal is to provide personalized financial solutions that empower our clients to achieve their unique goals and aspirations. Whether it's saving for retirement, building wealth, or planning for the future, we are committed to helping individuals and businesses navigate the complexities of state and federal taxes with confidence and clarity. Our team of experienced professionals works tirelessly to understand our clients' needs and objectives, tailoring our services to meet their accounting and tax needs.
Professional Highlight.
Meet Ricky, the founder and CEO of Castillo CPA PLLC
Ricky Castillo
Ricky Castillo, CPA, is the founder of Castillo CPA, PLLC, a trusted CPA firm serving Montgomery County, Texas, including Conroe, The Woodlands, Spring, Magnolia, Willis, and surrounding communities. With over 15 years of accounting and tax experience, Ricky provides personalized tax planning, tax preparation, and business advisory services to individuals and business owners seeking proactive, results-driven guidance. Services are available in both English and Spanish.
As a local CPA in Montgomery County, Ricky works closely with small business owners, entrepreneurs, and high-income individuals to reduce tax liability, improve cash flow, and support long-term financial success. His expertise also includes international tax services, assisting clients with cross-border income, reporting, and compliance requirements.
A proud U.S. Marine Corps veteran, Ricky honorably served in Operations Iraqi Freedom I, II, and III, bringing discipline, integrity, and accountability to every client relationship. He holds both a Bachelor’s and Master’s degree in Accounting from Sam Houston State University and built his career with regional and national public accounting firms before founding Castillo CPA, PLLC.
Whether you’re searching for a CPA in Montgomery County, TX, a CPA near you, help with small business taxes in Conroe or The Woodlands, or a Spanish-speaking CPA in Texas, Ricky Castillo brings over 15 years of experience and a commitment to clear communication, personalized strategies, and measurable results.
Commonly Asked Queries About Services.
From inquiries about our services and pricing to general financial inquiries, we've compiled a comprehensive list of FAQs.
What types of services does your firm offer?
What sets your firm apart from others?
How often will I meet with business advisor?
What credentials do your advisors have?
Can you help me with retirement planning?
Answer to the Question
We specialize in tax advice, tax preparation, and accounting services tailored to meet your unique needs. From expert tax preparation to comprehensive accounting support, our goal is to exceed your expectations with reliable and professional solutions.
Answer to the Question
We differentiate ourselves through personalized approach, expertise, and commitment to client satisfaction. Our team of experienced professionals takes the time to understand your unique needs and goals, providing solutions.
Answer to the Question
The frequency of meetings with your business advisor is tailored to your unique needs and preferences. Most clients opt for quarterly or annual meetings to review financial goals and assess tax liabilities, ensuring there are no unexpected surprises.
Answer to the Question
Our tax experts and business advisors hold various credentials such as Public Accountant Certification among others, and undergo rigorous training and adhere to high ethical standards to ensure every client can achieve their business and/or personal goals.
Answer to the Question
We specialize in retirement planning and collaborate with various third-party entities to create personalized strategies tailored to your needs. Our services include helping you assess future tax liabilities, determine required minimum distributions, and develop effective exit strategies.
