meet sonia castelan
Meet Sonia Castelan, the driving force behind Castelan Tax Services—a story of resilience, determination, and unwavering commitment. Raised in New Haven, Conneticut, Sonia's roots intertwine with the hardworking spirit of her immigrant family from Puebla, Mexico. Their relentless dedication to education became the compass guiding Sonia's path.
Her journey was one of challenges and growth, navigating a shift from a diverse, welcoming community in New Haven to an unfamiliar environment at Fairfield University. Struggling amidst a predominantly white, affluent setting, Sonia persisted, earning her B.A. in Sociology, becoming a trailblazer as the first college graduate in her family.
Post-graduation, Sonia embraced the professional world, reveling in her young career. Yet, despite her potential, a harsh realization surfaced—her grasp on money management was lacking, reflecting the traditional Latino household dynamics where money discussions were taboo. Confronted with a daunting $30K debt, Sonia embarked on a transformative journey of self-education in personal finance, a subject sorely overlooked in her upbringing.
Amid the 2020 global pandemic, a chance social media encounter sparked Sonia's journey into tax expertise. Leveraging her background as a data analyst, she ventured into the intricate world of taxation, fueled by a desire to serve her community. This culminated in the brave launch of Castelan Tax Services—a sanctuary of support and empowerment for the BIPOC community, evolving through collaborations and social engagement.
Today, Castelan Tax Services stands strong, a testament to Sonia's dedication to education and empowerment. As a certified AFSP, a certification from Cornell's Women's Entrepreneurship Program, and participation in Nasdaq's Milestone Circle, Sonia leads the charge, reshaping financial narratives and empowering clients on their confident journey.
Our values
Relatability: We create a safe and judgement-free space where everyone is welcome to freely discuss their financial journey. Our aim is to foster open dialogue and empowerment on the path to financial well-being.
Education: At our core, our aim is to offer financial education for all. We want to demystify finance and taxes, providing the necessary tools to pave the way for a successful financial journey.
Integrity: Integrity is the bedrock of our services, reflecting our unwavering commitment to the highest ethical standards, fostering enduring trust with our wider community.
Collaboration: We champion a collective approach, valuing diverse perspectives to craft tailored solutions for every tax concern. Collaborating closely with our clients and team members, we offer an inclusive environment where everyone confidently contributes. Our ultimate aim is to cultivate an equitable financial ecosystem for all.
Transparency: We uphold a commitment to transparent communication, honesty, ethical practices, and clarity in every client transaction, employee contract, and stakeholder interaction, now and always.
Trust: Built on reliability and responsiveness, we foster relationships based on trust and mutual respect, always keeping our community's best interests at heart.