Updated:
← Back to Top 41 Bookkeepers in the Houston Area, TX (2026)Castillo CPA PLLC
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2019
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Not stated on its website
- Software?
- QuickBooks
Who they say they serve: energy, restaurants, contractors, real estate, e-commerce (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 3 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Castillo CPA PLLC | home page | |
| Website | https://www.rcastillocpa.com/ | home page | |
| Office locality | Conroe, TX | home page | |
| Phone | +18328030832 | home page | |
| Offers bookkeeping | Documented: ...Advising on tax-efficient structures and transactions. Learn More Accounting & Bookkeeping Maintaining accurate financial records. Managing accounts receivable and accounts... | home page | |
| Monthly bookkeeping | Documented: Accounting & Bookkeeping Maintaining accurate financial records. Managing accounts receivable and accounts payable. Monthly, quarterly, and annual financial statement preparation. | home page | 8 pts (max 8) |
| AP / AR | Documented: ...Learn More Accounting & Bookkeeping Maintaining accurate financial records. Managing accounts receivable and accounts payable. Monthly, quarterly, and annual financial statement... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Managing accounts receivable and accounts payable. Monthly, quarterly, and annual financial statement preparation. Learn More Business Consulting & Advisory Services Advising on... | home page | 6 pts (max 6) |
| Industries served (documented) | energy, restaurants, contractors, real estate, e-commerce, manufacturing, health care, family businesses, non-profit organizations | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Ricardo Castillo · CPA (self-reported to the IRS, not a state license) · business name on the record: Castillo CPA | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...consulting services to small and medium-sized businesses. These professional services include: Tax Planning & Preparation Preparation of federal, state, and local tax returns.... | /our-services | 5 pts (max 5) |
| Reporting cadence stated | Documented: Accounting & Bookkeeping Maintaining accurate financial records. Managing accounts receivable and accounts payable. Monthly, quarterly, and annual financial statement preparation. | home page | 4 pts (max 4) |
| Named contact / team | Ricky Castillo, CPA, founder and CEO | /about-us | 3 pts (max 3) |
| Communication channel / process | Documented: Small Business CPA in Houston TX | Castillo CPA Pay My Fee Client Portal Home Our Services About Us Careers Contact Us Blogs Get Started Get Started Get Started... | home page | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: CASTILLO CPA PLLC · SOS file 0803344930 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 25, 2026 | 6 pts (max 6) |
| Years operating (registry formation date) | Formed 2019-06-14 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 25, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 25, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 4 pages of the firm's own site on 2026-09-25 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Local / remote model stated (0 pts, max 3); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched Xero's advisor directory for 'Castillo CPA PLLC' on 2026-09-25; no listing for this firm (Software advisor directory): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Payroll coordination (0 pts, max 4); Active CPA firm or individual license (state board) (0 pts, max 8).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Ricardo Castillo under the business name 'Castillo CPA' in Conroe, TX. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov) lists CASTILLO CPA PLLC (SOS file 0803344930), status Active franchise taxpayer, checked 2026-09-25. It confirms a registered entity, not a license to practice accountancy.
- Years operating (registry formation date): The registry records 2019-06-14 as the SOS charter date as recorded by the Texas Comptroller.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 19 of 24 evidenced items come from Castillo CPA PLLC's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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