Be Careful who you rely on when it comes to tax preparation!

Every financial move should invoke thoughtful deliberation of tax advantages and consequences.

Whether planning year end tax liabilities, reorganizing your business, reflecting purchase of an asset, or deferring tax on the sale of an asset, your business must maximize tax expertise and advice to take full advantage of tax saving opportunities.

To that end, you need tax advice, planning and preparation that are timely, accurate, and fully compliant. At Sonne Castle & Co. that is exactly what we offer.

We partner with you to understand your business needs. Whatever your tax compliance requirement is, we have the experience and expertise to ensure that your tax burden is as low as the law permits.

We provide services that extend far beyond your tax bill. As the year progresses, we provide year-end tax projections, tax planning for asset purchases and sales, estate planning, retirement planning, fringe benefits, cafeteria plans, and stock option planning, choice of entity or change of entity, tax planning for closely held companies, and succession planning.


Beneficial Strategies

During tax preparation, we ensure the accuracy of your return via a thorough review system in which the partners are closely involved. Our experienced tax professionals receive ongoing training and updates to stay current with all the tax saving opportunities available. The result is a timely and accurate return prepared to make the most of the tax benefits available to you.

We prepare returns for Federal, State and Local income tax authorities for:

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Office Location

2745 First St, Fort Myers, FL 33916

Sonne Castle & Co

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