Executive Team

Steven J. Castle, CPA, CGMA

Tax Partner

“To say Steve is merely a CPA is a complete disservice to his knowledge and the actual amount of consulting he provides.  I have met many a CPA including his counterparts at the Big 4, and the consulting Steve provides goes far beyond tax and accounting information.”  – Microflex Technologies

With Haskell & White since: 2015

Steve has 28 years of experience servicing the middle market.  In addition to being a Certified Public Accountant, he is also a Chartered Global Management Accountant (CGMA) having worked with multi-national companies.  His specialty is dealing with closely held companies although he has worked with numerous start-ups with equity investors as well.  Steve has been involved in numerous acquisitions and also seen several of his clients sell so he is uniquely poised to assist clients with both sides of Mergers & Acquisitions.  In addition to normal tax compliance, return preparation and projections, Steve has assisted many companies in passing the business onto successive generations.  From tax planning, to executive training and mentoring, Steve’s years of experience with closely-held companies gives him insights into the potential pitfalls most companies encounter.  Steve has been involved in multiple fraud audits, consults on fraud detection, and provides IRS dispute resolution.  Having served as a CFO, Steve also works on executive compensation and pricing/costing strategies.

Steve is a native California, born in San Diego.  He has been married for 27 years and resides in Laguna Hills, California. He has three children.

Industry Leadership:
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Construction Financial Management Association (CFMA) – President (fmr)
Education:
  • Golden Gate University – Masters in Taxation
Industries & Areas of Specialty:
  • Construction
  • Distribution
  • Food & Beverage
  • Manufacturing
  • Retail
  • Technology
  • Compliance
  • Executive compensation
  • Exit strategies
  • Family transition
  • Fraud detection
  • IRS dispute resolution
  • Mergers and acquisitions
  • Pricing/costing strategies
  • Tax Planning

Big firm experience. Local firm attention.
Contact us and we’ll prove it.

We specialize in uncovering challenges and maximizing opportunities for middle-market companies at every stage of development. Our team of big firm-trained professionals deliver deep expertise and sophisticated accounting solutions within a fee structure that makes sense for middle-market organizations. Contact us today to discuss how we can strengthen your business with our “value of experience.”