Certified Public Accountant and Certified Financial Planner Craig V. Castanos CPA operates from Suite 2300 of the Wells Fargo Plaza in downtown San Diego, holding dual CPA/CFP credentials that bridge tax compliance and wealth management. The firm's tax-planning practice covers S-Corp election analysis, California FTB estimated payment scheduling, and IRS problem resolution for closely held businesses, the same compliance territory where tax-controversy attorneys at CI Tax Law litigate audit disputes. An SBA Region IX Small Business Accounting Advocate of the Year designation anchors the practice's focus on new-entity formation, cash-flow projections, and annual budget preparation for owner-operated companies. CFP-side services include retirement-contribution optimization and investment-income reporting that feeds directly into the portfolio rebalancing strategies built by fiduciary planners at Aligned Financial Planning. Top-complexity engagements involve multi-state pass-through entity tax elections under California's AB 150 PTE elective tax and coordinated gift-and-estate transfer schedules requiring unified credit utilization analysis.