Concierge Tax Return Preparation Forensic Accounting / Fraud Examination Personal Property Appraisals Home & Business Personal Property Inventories Accounting / Bookkeeping Concierge Tax Return Preparation Forensic Accounting / Fraud Examination Personal Property Appraisals Home & Business Personal Property Inventories Accounting / Bookkeeping  

Welcome to Castle Financial Services, Inc.


  Our attention to service and quality has made us an industry leader. At Castle Financial Services, Inc., the customer always comes first, and we constantly strive to exceed your expectations!


   With our wide range of products and services, you're sure to find the exact assistance you need for your financal questions and concerns. Our qualified staff is ready to provide you with expert guidance.


   Our GOAL is to provide services which offer the highest quality asset protecton and financial management to you, our client. By providing accurate, confidential, and professional services we give our clients "peace of mind". This ensures when a property loss occurs or when planning for life events our clients are fully prepared and knowledgeble.

ACA Alternative Faith Based Health Sharing Plans
Listing of websites referenced in interview with Casey Hendrickson on 95.3 MNC - Monday 31 March 2014.
Faith Based Health Care.pdf
Adobe Acrobat document [51.3 KB]

Our Products & Services

Want to know more about our business and the services we offer? Get detailed information here.

2013 Tax Return Preparation Client Organizer
Get a jump on your tax return preparation. Download & fill out the 2013 Tax Client Organizer.
TY 2013 Client Organizer.pdf
Adobe Acrobat document [349.5 KB]

Have a Quick Question?

Download or Request a Client Handout!


   Just call or send an email and we will send you a brochure about your question. We have information to share on over sixty tax topics. 


   Client of ours or not, we are glad to share our knowledge to assist you with your tax questions. Call us at:  (574) 440-2694 or email us at:



    We have just added the ability for you to download a brochure or client handout. Please click on the following links to be taken to: Topics (A to H) or Topics (I to Z).


     Please call or email us anytime for questions or concerns! 


The Affordable Care Act and Your 2013 / 2014 Taxes

Need to know more about the Afforable Care Act aka "ObamaCare"?


There are many changes to your taxes in the years to come.


Click here to go to Tax Facts page and get the details.

About Us

Learn more about us and meet our dedicated staff members. We're looking forward to serving you!


Check Out Our Small Business Support Page!


Being a local small business, Castle Financial Services, Inc., wants to highlight other small businesses in the area. Please make supporting local small business a habit. Click the link to go to Our Small Business Support Page.

Member St Joseph County Chamber of Commerce

Where to Find Us:

Castle Financial Services, Inc.

Serving Northern & Central Indiana

and Southwestern Michigan


(574) 440-2694 (office)

(888) 257-1918 (toll free)

(888) 257-1918 (fax)


What's New


Need Infomation?


Try our Client Information Pages.

Download a 

Handout in one of over sixty subjects.


For Topics starting with letters

A to H, click here


For Topics starting with letters

I to Z, click here


ACFE Press Release - Wolfarth Awarded CFE
Adobe Acrobat document [40.0 KB]

Announcing Our NEW Asset Protection Division


   Castle Financial Services, Inc. is proud to announce the creation of our Asset Protection Division. The Asset Protection Division is managed by Marcia E. Braun, Ph.D., GPPA.


   Services Offered:

"Proof of what's under your roof today could be worth thousands of dollars tomorrow."


   Our goal at Castle Financial Services, Inc. - Asset Protection Division is to provide services which offer the highest quality asset protection and financial management to you, our customer.

   By providing accurate, confidential, and professional services we give our clients peace of mind. This ensures when property losses occur or when planning for life events our clients are fully prepared and knowledgeble.

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© Castle Financial Services, Inc.