For the past 8 years, I’ve focused on providing reliable, high‑quality accounting and tax support to small businesses that want to grow and compete with larger players. As a small team of two, I offer personal attention you won’t get from a big firm, while covering key needs like business tax preparation, individual tax preparation, and personal financial planning.
I’m here to be your financial partner, helping you understand your numbers, make smart decisions, and scale with confidence. If you’re ready for clear, straightforward support that puts your business first, let’s talk about your goals.
Overview
Hired 36 times
Background checked
2 employees
8 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, Credit card, and Stripe.
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2024
2022
Services offered
Service needed
Annual tax filing
Quarterly tax filing
Other tax consultation
Filing status
Sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Annual revenue
Less than $100K
$100K - $500K
$500K - $1M
$1M - $5M
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Excellent 4.9
19 reviews
5
89%
4
11%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Laura G.
Apr 17, 2022
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Hired on Thumbtack
LaToya at Trust Pointe Financial does excellent work. She is knowledgeable, responsive and willing to take on a challenge! I'm glad I found her for my tax needs this year!
Individual Tax Preparation
Khallida K.
Nov 8, 2023
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Hired on Thumbtack
This was my first time using a CPA to do my taxes. I had some hesitancy with giving out my personal information, but it all worked out. I received more money than I had in the past, and I felt like my important documents / numbers were safe. Will likely use again next year.
Trust Pointe Tax and Financial Advisory's reply
Thank you so much! I look forward to many more years!
Business Tax Preparation
Marlene H.
Feb 19, 2023
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Hired on Thumbtack
This was my first time ever using a taxpreparer, and let me just say that the service was phenomenal! I don't think I'll ever do my own taxes again. Seriously would recommend!
Individual Tax Preparation
Letha C.
Jul 15, 2020
I am very thankful for allowing you to file my taxes in a timely manner. I see that your are very detailed and explain and ask questions to try to make sure that I received what is required in filing my 2019 tax return.
Thank you so much.
Customer for life..
Jordan B.
Feb 18, 2023
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Hired on Thumbtack
LaToya was great! Communicated consistently and clearly explained the options necessary for a tax return. Highly recommend!!!
Trust Pointe Tax and Financial Advisory's reply
Thank you Jordan! I look forward to working with you next year!
Individual Tax Preparation
Credentials
Background Check
Latoya Castleberry
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
It is variable based on a sliding scale, but the services included are very top quality.
What is your typical process for working with a new customer?
Process includes client intake interview, review of current financial status, what goals they are looking to accomplish for their business.
What education and/or training do you have that relates to your work?
BSc in Business Administration, BSc in Accounting and Information Management, Certification in Advanced Technical Professional Accountancy.
