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1 (203) 868-0787

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Castelan Tax Services

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Meet The Expert

I’m Sonia, a 1st Generation Latinx Tax Professional, a community builder, and a devoted teacher of financial literacy.

I help Black, Indigenous, and People of Color (BIPOC) entrepreneurs + investors gain financial confidence and minimize taxes so that they can keep more of their HARD-EARNED money and learn how to invest back into their business & financial portfolio.

I’m passionate about educating and empowering the BIPOC community and helping them along the way to understand the administration of their finances so they can make better decisions.

I hold a Bachelor of Arts degree in Sociology and I’m also a recipient of the Women’s Entrepreneurship program at Cornell University (sponsored by Bank of America). I have over 7 years of corporate experience in the data consulting industry working with high-profile clients including Fortune 500 companies.

I’m an accredited IRS tax professional (2022 Annual Filing Season Program) and an active member of the Taxproneur Company & Finance Creators Mastermind.

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