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JC Castle Accounting and Tax logo logo
J

JC Castle Accounting and Tax

1361 Royal Palm Square Boulevard, Fort Myers, FL

(25)
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‘20 Certificate of Excellence, 2020

About

You did not start a business to spend time in bookkeeping and accounting -but we did! Delivering timely and accurate bookkeeping, tax advising and preparation is our core competence. So, let us take on your accounting and bookkeeping responsibilities so you can spend more time doing what you love best – managing business, serving customers and growing profit.

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118 hires on Bark
3 hour response time

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Reviews (25)

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5/5

25 customer reviews

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20 November 2024

My books were all messed up and after hiring JC Castle Accounting they got everything straightened out and timely manner, and I was very impressed. Would highly recommend to anybody but especially small business owners. More...

Reviewed on Facebook

12 February 2024

I've worked with JC Castle Accounting for the last seven years, and I have to say they know their stuff they are quick to answer any question I have, very professional, as a realtor based in SW Florida I always have tax and accounting related questions, and they are my go to, I highly recommend working with them!

Reviewed on Facebook

verified
29 April 2021

Bookkeeping Services

Sonne Castle & Company by far is an excellent company to work with for a start-up company. This team of professionals took great care in understanding my company and helping me define my needs. I rate his company Six out of Five Stars and they will be my bookkeeping service for life. That says it all. More...

JC Castle Accounting and Tax
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Reply from JC Castle Accounting and Tax

Thank you Stacey, it's an honor and a pleasure to serve you and your company:)

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28 April 2021

Accounting

I had a great experience working with Candace, she is very dedicated and professional! Thank you

JC Castle Accounting and Tax
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Reply from JC Castle Accounting and Tax

Thank you, Sophie we appreciate you and enjoyed preparing your taxes:)

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28 April 2021

Bookkeeping Services

Very kind and trustworthy team! I always light up when I see a member of the team in my inbox or on my phone. I know my needs are being handle with care. Premier services!

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

You are so sweet Candace, we love working with you:)

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28 April 2021

Bookkeeping Services

Professional and right on par with what we need right now!

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you, Christopher, we appreciate you!

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28 April 2021

Accounting

Candice is professional, reliable and wonderful to work with. Great company!

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you, Mitzie, it was a pleasure serving you:)

verified
23 September 2020

Tax Preparation

I found Candace Sonne on the internet. She chased after my business a few times. She boasted of great education she had, 35 years of experience, and the best tax programs on her computer. We discussed the problems I was having with my tax preparations with others. She was so eager for my business that she lowered her original price of $500 down to $400. She wrote that after I sent all data it would take "48 hours" to complete the returns. After 8 days I asked how are my returns going and she said she never told me they would be done in two days and they are not complete yet. She made a big deal about her claim that she never quoted 2 days and sent my $400 back by overnight mail. I was very disappointed. More...

JC Castle Accounting and Tax
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Reply from JC Castle Accounting and Tax

Stuart, you are absolutely right, we did not meet your expectations. You requested a refund and we immediately overnighted your money back to you. We strive to provide excellent service, sometimes we get it wrong. We are sorry for disappointing you and wish you the best in finding a company that is a better fit for your needs.

verified
26 August 2020

Business Accounting Services

They were very nice and understanding that this is my first business.

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you Mervin, we Love working with you.

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13 August 2020

Accounting

Was great with information, and the help I need.

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15 July 2020

Tax Preparation

I personally am working with Candace and she is great and super helpful. My husband ended up hiring them as well. Thank you so much for your help.

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you Dana.

verified
11 July 2020

Accounting

I was extremely impressed with how quickly Ms. Candace Sonne called me just minutes after logging into the Bark.com site. She took plenty of time out of her hectic "11th hour" schedule in the tax season to help me and explain how she will amend my business taxes . My stress level went from sky high to zero after speaking with her and I have no doubt that I will return to her every year for my tax needs from now on. Thank you so much. More...

JC Castle Accounting and Tax
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Reply from JC Castle Accounting and Tax

It was great working with you too Kurt:)

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23 June 2020

Tax Preparation

Knew/understood exactly what my tax situation/headache/worry was and now things are being handled! Worth the $$$? It was for me as my peace-of-mind is worth more!

JC Castle Accounting and Tax
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Reply from JC Castle Accounting and Tax

Great working with you Mike

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23 June 2020

Accounting

Sonne Castle & Company, LLC is the best thing to happen to me and my business in a long time, and the team there has made my life much easier and more enjoyable because I know that I don't have to worry about my finances and bookkeeping anymore.

As a small business owner, I focus on my trade and giving my customers the best service I can. But I do not have any talent for bookkeeping, accounting, or taxes.
From my first phone call to getting my books done to having my taxes done, the team at Sonne Castle & Company has made it super simple for me and made me feel at ease when going over my business and financial situation with them.
If you are looking for a company to handle the bookkeeping, accounting, or the tax side of your company, you will not find better.
More...

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

David, as the owner of Sonne Castle I am thrilled by your review. It shows me that my team shares my passion for helping entrpreneurs. We are happy to be partnering with you so that you can focus on growing your business and doing the things you love.

verified
30 May 2020

Tax Preparation

Candace is a great professional and an amazing human being. We have finally found the accounting partner of our dreams.

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you Alex- it has been a pleasure to know you and i am excited to see your dreams take off

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30 May 2020

Accounting

Candace has gone "above and beyond" in helping us, and we are incredibly grateful to have her assistance.

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you! I love working with you and Laura and watching your business grow

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30 April 2020

Accounting

Sonne Castle & Company are absolutely amazing! They are always available to answer my questions or concerns. They are very knowledgeable in all things tax related. My personal and small business finances are in very good hands now. Thank you! More...

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you!

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21 April 2020

Accounting

Easy to communicate with and very professional. Would use again!

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you Gavin I enjoyed working with you too

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7 April 2020

Accounting

Sonne is very knowledgeable and she did my taxes quickly.

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5 April 2020

Tax Preparation

As soon as I heard Sony castle on the phone I was already warmed by her voice. She was very knowledgeable help me every step of the way and got me a good refund. I was so pleasantly surprised. I would definitely recommend her to others More...

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you so much. I really enjoyed working with you and your son.

verified
1 April 2020

Tax Preparation

Friendly, knowledgeable, patwenty answering all questions

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you so much for the kind review.

verified
30 March 2020

Tax Preparation

They haven't done the return yet, but my initial interview with their preparer was very cordial and accommodating. It sounds like a good fit.

JC Castle Accounting and Tax
J

Reply from JC Castle Accounting and Tax

Thank you Kaye

21 January 2019

Candace is a full service accounting firm and is the best I have ever had. She runs circles around others (I have had several over a 30 year span) and she knows also how to trouble shoot, organize and manage beyond certified accounting. She is worth every penny!

21 January 2019

I was so caught up with the day-to-day running my business, and accounting was the last thing on my mind. Candace took that huge weight off my shoulders and handled it 100 times better than I would have ever been able to myself.

verified
3 January 2019

Bookkeeping Services

We have been working with Candace for the last few months and have been really pleased with her professionalism and knowledge of accounting and business. It is really refreshing to find an accountant who really understands business! Our books are finally starting to make sense and we are implementing new disciplines into our business that Candace has recommended. More...

Q&As

Accounting set-up, monthly bookkeeping, audit assistance, tax planning and preparation, new business start up consulting

Most entrepreneurs are wearing at least 5 major "hats". They are marketing, customer service, operations, employee manager.....when they get to the accounting "hat" they just can't face another task. So the accounting suffers and so does business. Without accurate, current bookkeeping it is impossible to know if you are making money or to manage the business well. Finding a great accountant who takes this burden off of your shoulders is money well spent. From a great accountant you will receive managed cash flow, timely financial reports, strategic tax planning, and peace of mind that your accounts are accurate.

I love helping entrepreneurs! I have been in their shoes and know the ups and downs of business ownership. I am passionate about accounting. I love it. My goal is to make accounting painless for my clients and to help them maximize their profitability.

Services

We prepare returns for Federal, State and Local income tax authorities for:
• Individuals
• Estates
• Trusts
• Limited Liability Companies
• Partnerships
• Non-Profit Entities
• S-Corporations
• C-Corporations
• Gift tax returns
• Payroll tax returns
• Gross receipts tax returns
• Retirement and employee benefit plan reports, and
• Estimation of ongoing tax deposit

We take care of the bookkeeping so you can focus on what really matters: running your business.

Are you using your receptionist to do your books? Many small business owners believe this saves money. But do you ever get financial reports? Are you confident they are accurate? Many business owners tell us they have no idea how much money they are actually making! With great bookkeeping you should be getting accurate, timely reporting that helps you make great business decisions.

Outsourcing your bookkeeping saves you time and money -- and gives your peace of mind.

This is where we shine. If you haven't done your books in months (or years!) --or you've been just winging it -- not to worry!

We're experts in gathering, compiling, and organizing the data needed to get you back on track. We can help you with tax returns or financial statements, and even help you get a loan. We'll set you up with a process that's easy and efficient, so that all your financial information is accurate, reliable, and easy to access.

You're in good hands with a QuickBooks ProAdvisor.

We have years of experince with Intuit QuickBooks so you can leave the accounting to us. We offer QuickBooks setup, conversions, cleanup, and training. We even offer monthly fee discounts.

Using QuickBooks online, we help you:

Access your accounts anytime, anywhere, on any device.
Streamline collaborations
Ensure security and privacy
Protect your data with automatic backups
Save time and money via cloud-based solutions

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