Our Services

ACCOUNTING AND TAX PLANNING SERVICES

We offer a full range of accounting and tax planning from a team of highly trained accountants, bookkeepers and payroll specialists.  These services include:

• Compiled financial statements.

• Preparation of income tax returns for corporations, partnerships and individuals.

• Preparation of estate and trust tax returns including probate filing.

• IRS and Connecticut audit representation.

• IRS Offer in Compromise agreements.

SMALL BUSINESS SERVICES

We provide guidance and assist our small business clients with streamlined resources to help them run an efficient operation.  These services include:

• Payroll processing including direct deposit, job costing for contractors, and all tax reporting.

• Corporate and Limited Liability Company formations

• Computer Consulting - QuickBooks set up, installation, training and support.

• Monthly bookkeeping write-up services.

FINANCIAL PLANNING AND INVESTMENT SERVICES*

Carl Castanho, as a Registered Representative and Investment Advisor Representative with Equity Services, Inc., recognizes the commitment and responsibility he undertakes when he provides clients with investment services.  By listening closely to their objectives, his goal is to deliver quality investment products that correspond to his clients' risk tolerance and investment horizon.  He will help in consolidating investment accounts, developing strategic asset allocation models, as well as developing and monitoring portfolios utilizing products and world class money managers.  Carl's services include:

• Full retirement planning services for qualified and non-qualified retirement plans from designing the plan to managing the assets.

• Establishing IRA accounts for annual contributions or creating a rollover of a prior employer pension plan.

• Establishing IRC Section 529 college savings accounts.

• Recommending annuities or other financial products when it is suitable for the clients' needs.

 INSURANCE SERVICES

Risk can be assumed, ignored or transferred to a risk bearer.  Insurance is about managing risk.  By asking questions and understanding their concerns and needs, we help clients' select appropriate products and services to achieve their personal, business and financial objectives.  These products include:

• Life insurance

• Disability insurance

• Health insurance

• Long term care

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.  Carl Castanho is a Registered Representative and Invesment Advisor Representative of Equity Services, Inc.  Castanho Financial Group, LLC is independent of Equity Services, Inc.  Tax advice and services are offered independent of Equity Services, Inc.