Concierge Tax Return Preparation Forensic Accounting / Fraud Examination Personal Property Appraisals Home & Business Personal Property Inventories Accounting / Bookkeeping Virtual Office Services by Castle Financial
Concierge Tax Return PreparationForensic Accounting / Fraud ExaminationPersonal Property AppraisalsHome & Business Personal Property InventoriesAccounting / BookkeepingVirtual Office Services by Castle Financial

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.

Now Open & Accepting New Clients


Beginning on Jan. 1, 2015, the standard mileage rates for the use of a car, van, pickup or panel truck will be:

  • 57.5 cents per mile for business miles driven, up from 56 cents in 2014
  • 23 cents per mile driven for medical or moving purposes, down half a cent from 2014 
  • 14 cents per mile driven in service of charitable organizations
ACA Alternative Faith Based Health Sharing Plans
Listing of Qualified ACA (Obamacare) Alternative Plans & Supporting Services.
Faith Based Health Care.pdf
Adobe Acrobat document [51.3 KB]

Our Products & Services

Want to know more about the services we offer?  Click Here

2014 Tax Return Client Organizers

NEW - 2014 Health Care Organizer - Supplement to All 1040 Forms
2014 Health Care Organizer.pdf
Adobe Acrobat document [2.6 MB]
2014 Individual Tax Return Organizer
Get a jump on your tax return preparation. Download & fill out the 2014 Tax Client Organizer for Form 1040 - Individual.
2014 1040 Organizer.pdf
Adobe Acrobat document [294.4 KB]
2014 Individual Client Organizer with Schedule C - Self Employed
Organizer to use if you have a self employed business - Form 1040 - Individual.
2014 1040 Organizer w Sch C.pdf
Adobe Acrobat document [3.9 MB]
2014 Individual Client Organizer with Rental Property
Organizer to use for Individual Form 1040 and own rental property.
2014 1040 Organizer w Rental Property.pd[...]
Adobe Acrobat document [3.1 MB]
2014 Limited Liability Corporation Organizer
LLC Tax Organizer.pdf
Adobe Acrobat document [1.5 MB]
2014 Sub-Chapter S-Corporation Organizer
2014 S Corporation Tax Organizer.pdf
Adobe Acrobat document [142.9 KB]

New for 2015 - Business & Tax Infomation Handouts - Tax Year 2014

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

   Want 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! 

About Us

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


Click Here


Local Small Business Support

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.

Don't Need Full Tax Services?  
Prepare Your Own Taxes Online.
Click Below to Go to Our Online Self Preparation Website

Where to Find Us:

Castle Financial Services, Inc.


Northern | Central Indiana

and Southwestern Michigan


1657 Commerce Drive
Suite 9B | PMB 100
South Bend, Indiana 46628-1546

(574) 440-2694 (office)

(888) 257-1918 (toll free)

(888) 257-1918 (fax)


Our Associations

Michiana Networking, Inc.
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© Castle Financial Services, Inc.