Rita Castillo, CPA

About Rita Castillo, CPA

Rita Castillo, CPA is a Certified Public Accountant serving clients in Cary, North Carolina and the surrounding region. With 18 years of professional experience, the firm of Castillo & Sanchez & Associates handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As a Certified Public Accountant licensed by the North Carolina Board of Accountancy, Rita Castillo, CPA is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. This credential also conveys unlimited representation rights before the IRS, meaning the preparer can advocate on a client’s behalf in audits, collection cases, and appeals.

Specialties

• Tax planning and projections
• Adoption credit
• Retirement plan rollovers
• Power of attorney (Form 2848)
• Estate tax returns (Form 706)
• E-commerce sales tax

Service area

Primary office in Cary, NC (ZIP 27365). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on North Carolina.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the North Carolina Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the North Carolina State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.