Tax & Business Services
Get help with tax preparation, business records, bookkeeping, and payroll. Tell us which tasks you need help managing.
- Tax preparation
- Bookkeeping
- Payroll
- Business services
Castle Branch Financial
Financial clarity for your business and your life.
From tax preparation and bookkeeping to insurance conversations and retirement planning, connect with a team that helps you organize your next steps.
A focused range of services
Tax preparation · Bookkeeping · Payroll · Business services · Life insurance · Final expense · Retirement planning · Annuities · Legal services
How we can help
Support for today. Perspective for tomorrow.
Tax preparation, bookkeeping, payroll, business services, insurance, retirement planning, annuities, and legal services.
Insurance & Protection
Discuss life insurance and final expense coverage, and ask which options are available for your needs.
- Life insurance
- Final expense
Retirement & Financial Guidance
Discuss retirement goals and annuity options with the team. Start with your questions and the decisions you are considering.
- Retirement planning
- Annuities
Legal Services
Meet Patricia Cantu, Castle Branch’s in-house counsel, who also represents individual clients.
- Family law
- Criminal Defense
- Estate planning
- Probate
Services begin with a conversation about your needs. Castle Branch Financial does not provide legal, tax, insurance, or financial advice through this website.
Before your first conversation
Know where to start.
Explore the details to discuss, what to have ready, and what to confirm with the team.
Tax preparation
Individuals, families, and business owners seeking help preparing a tax return.
- What to discuss
- Tell the team which tax year you need help with and whether the request is personal or business-related.
- What to have ready
- Have a list of questions and the types of records you have available. Ask the team which documents to bring and how to share them securely.
- What to confirm
- Ask about required documents, appointment availability, pricing, and the scope of preparation before proceeding.
Bookkeeping & payroll
Business owners who need help organizing records or coordinating payroll tasks.
- What to discuss
- Describe your business, the tasks you need help with, and whether you want one-time or ongoing support.
- What to have ready
- Know the period you need reviewed, your current recordkeeping system, and your preferred start date. Keep employee and account information out of the inquiry form.
- What to confirm
- Agree on the tasks, frequency, information needed, and fees with the team.
Serving Houston and the surrounding areas. Contact us to confirm availability. The team will confirm the service scope and pricing for your request.
Legal Services
Legal guidance for
life’s important decisions.
Financial decisions often intersect with family and estate matters. Patricia Cantu, Castle Branch’s in-house counsel, also represents individual clients in family law, criminal defense, estate planning, and probate.
Family law Criminal Defense Estate planning Probate
Meet Patricia Cantu & Explore Legal Services
Who we work with
Your needs.
Our focus.
Practical service starts with understanding the people and businesses behind the request.
Individuals
Support for personal tax preparation, protection conversations, and long-term planning questions.
Families
Organized service for households thinking through records, coverage, final expense, and future needs.
Small Businesses
Bookkeeping, payroll, tax preparation, and business service support for growing operations.
Business Owners
Professional coordination for owners balancing company records, planning, and service decisions.
From first conversation to next steps
A clear way forward.
Start with what you need.
We’ll take it from there, together.
- 01
Schedule a consultation
Connect with our team and share what kind of financial, business, insurance, or resource support you need.
- 02
Review your needs
We discuss your situation, gather relevant details, and identify the service path that fits the conversation.
- 03
Build a plan
Together, we outline next steps for preparation, coordination, referrals, or ongoing support.
- 04
Stay supported
Castle Branch Financial remains available as needs change and new questions come up over time.
Before we connect
A few helpful answers.
Can I ask about both personal and business needs?
Yes. Castle Branch Financial lists services for individuals, families, and businesses, including tax preparation, bookkeeping, payroll, life insurance, and retirement planning. Select the service you need when you contact us.
What should I include in my first inquiry?
Tell us which service you need, whether the inquiry is personal or business-related, and any relevant deadline. Wait for instructions before sharing tax returns, identification, or account information.
How do I request a consultation?
Complete the inquiry form or call the office. Include your preferred timing; the team will need to confirm availability and the scope of your request.
Who provides legal representation?
Patricia Cantu, Castle Branch’s in-house counsel, also represents individual clients in family law, criminal defense, estate planning, and probate. Visit the Legal Services page to learn more. Representation is subject to her review and acceptance of the matter and agreed engagement terms.
Our service area
Houston and surrounding areas.
Contact us to confirm availability in your area. Share your location and the service you need so our team can help with the next step.
Let’s start a conversation
The right people.
Your next step.
Tell us what you need from Castle Branch Financial. We’ll help you identify the next steps.
Request a financial consultationTell us what you need
Request a financial consultation
Choose a service and share a few details. Fields marked * are required.
Call us(832) 907-1484
Email uscontact@castle-branch.com
Find us11811 East Freeway, Suite 550
Houston, TX 77029
Houston, TX 77029
Office hours
Monday - Friday: 9AM-5PMSaturday: By AppointmentSunday: Closed
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