M.M. Castro Financial Advisor is a family owned and operated financial firm located in Brecksville, Ohio. We aim to help you reach your financial goals. Please use the links above to learn more about our services and our firm.
TAX PREPARATION MADE EASY
HOW IT WORKS
CONTACT US
Fill out the “Contact Us” form and we will connect with you.
TAX PREPARATION
Our tax accountants will work with you via our secure submission box, email, and phone to compile your return.
TAX RETURN REVIEW
We will perform a final review of your tax return and provide you with a draft copy and an opportunity to ask any final questions.
SIGN OFF & E-FILE
You provide an electronic authorization for us and we e-file your return. Direct deposit is available for your refund. We will provide you with a final copy of your return once it is accepted by the IRS.
OUR HISTORY
M.M. Castro Financial Advisors was founded in 2002 by Michael Castro, who has over 40 years of financial planning and tax experience in the industry. His son, Drew, joined his team in 2017 after obtaining his Bachelors in Accounting from The Ohio State University. We have been a family owned and operated business for over 20 years and are glad you found our website. Our number one priority is to keep you compliant with the IRS and State while maximizing your refund amount.
The Financial Planning Program
The financial planning service offered by M.M. Castro Financial allows you to develop a comprehensive financial plan for shaping your net worth for the current year and in the years to come.
Our Services
We offer financial planning, tax planning, tax return preparation, financial management, estate planning, and more. Click See All Services below for more information.
Monthly Dispatches
Stay up to date with our family-business and all of life’s exciting adventures.
The Castro Family
Drew with his wife, Danielle and Mike with his wife, Cathy.