Our Qualifications

Our technical staff is committed to being our clients’ financial advocate.  They have the necessary credentials and come with significant experience, both from the private sector and public accounting with the objective of minimizing your taxes and keeping you compliant with federal and state agencies.


CARL A. CASTANHO, CPA  
Office@CastanhoCPA.com


Carl A. Castanho, CPA is the founder and managing member of Castanho Financial Group, LLC.  Carl is also a Registered Representative and Registered Investment Adviser of Equity Services, Inc.

 

 

 

Professional Experience:

• Manage a full service accounting firm, Castanho Financial Group, LLC since 1993.

• Registered Representative and Registered Investment Advisor with Equity Services, Inc.   Securities licensed in California, Connecticut, Florida, Massachusetts, New Jersey, New York, North Carolinoa, Ohio, Rhode Island, and South Carolina.

• Internal Revenue Service agent and Group Manager for 8 years. Instructor on corporate taxation for IRS agents.

• Conducted many speeches on tax planning and accounting related topics for universities and specialty groups. Wrote articles on technical issues for professional publications.

• Testified as an expert on many business and individual matters.

Professional Memberships and Background:

• American Institute of Certified Public Accountants.
• Connecticut Society of Certified Public Accountants.
• Federal Tax Committee member and Ex-Chairman with Connecticut Society of Certified Public  Accountants.
• Licensed with Connecticut Insurance Department for Life, Disability, Health, and Annuities.

Securities are offered solely by Equity Services, Inc.  Castanho Financial Group is independent of Equity Services, Inc.  Tax advice and CPA services are offered independently of Equity Services, Inc.

 

PETER M. SHEA, CPA
Peter@Castanhocpa.com

Peter is a graduate of Bryant College in Smithfield, Rhode Island and is our Tax Manager. Peter specializes in the following:

• Tax compliance and planning
• Estate planning
• Probate filing
• Computer consulting

Peter is a member of the Connecticut Society of Certified Public Accountants.