Joined in 2012

Lou Castellani

CPA, MBA

Senior Manager

“It is my joy to help clients analyze their financial information to find tax saving solutions and maximize the value of their business as they look for exit strategies.”

Lou is devoted to assisting small business clients in need of tax planning, preparation and consulting. He enjoys building relationships with his clients and appreciates the conversations they have – both on a business and personal level. Lou has worked with several of his clients for 15-20 years. He helps them analyze their financial information to find tax saving solutions and maximize the value of their business.

In his free time, Lou loves spending time with his family. He also enjoys playing golf with his boys and attending the many sporting events his kids participate in.

Professional Experience

  • Corporate
  • Individual
  • Partnerships
  • Property Taxes
  • Strategic Planning
  • Arizona State University, Finance Concentration, MBA
  • Butler University, Accounting, BS
  • American Institute of CPAs – Member
  • Indiana CPA Society – Member

Are you ready for a customized approach?

Request a consultation