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Advisory

Southern California Accounting Firm Acquires Castle & Co.

Steve Castle, an established CPA with a broad range of clients from Phoenix to Seattle, has joined Haskell & White as its newest tax partner. He will work out of the firm’s Irvine, Calif., headquarters and perform a variety of business consulting and ...

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Haskell & White, one of Southern California’s largest independently owned accounting, auditing and tax consulting firms, has expanded its leadership team to include a tax veteran. 

Steve Castle, an established CPA with a broad range of clients from Phoenix to Seattle, has joined Haskell & White as its newest tax partner. He will work out of the firm’s Irvine, Calif., headquarters and perform a variety of business consulting and tax services.

Castle has 27 years of experience implementing tax strategies for entities of varying stages – from startups to multi-generational corporations. He specializes in tax planning and compliance in the manufacturing, distribution, food and beverage, retail, real estate and construction industries. In addition to tax services, he consults on fraud, IRS dispute resolution, family transition, mergers and acquisitions, exit strategies, executive compensation and pricing/costing strategies.

“Joining Haskell & White was the perfect next step for my career and for my clients. As my clients’ businesses grow, their need for additional services increases,” Castle said. “The relaxed, yet focused, culture produces a wonderful working environment where I can provide my clients with the broad range of services of a larger firm while maintaining personalized relationships with each client.”

Castle previously owned a consulting and accounting firm, where he worked with closely held companies for more than 12 years. He will continue to serve his clients, who will now have the additional resources of Haskell & White’s audit and business advisory services team.

Castle has also served as chief financial officer of a consulting and construction management firm, where he managed staff, grew the client base, opened new offices and increased firm revenue by 20 percent. Prior to that, he was a tax partner and held other positions at various Southern California CPA firms.

“Steve’s vast experience and understanding of his clients’ businesses will be invaluable to our tax department, and I have no doubt that he will continue to deliver the same excellent quality of accounting and management consulting services that he has for more than a decade at his own firm,” said Haskell & White’s tax partner-in-charge Brad Graves.

In addition to being a CPA, Castle is also a chartered global management accountant and has a master’s degree in taxation from Golden Gate University. A Laguna Hills, Calif., resident, he has been married for 26 years and has three children.