Mary Castillo Avalos, AFSP, CTEC, QBOPA, CCC, is a trusted financial advisor, educator, and tech-savvy professional specializing in small business financial management, credit counseling, and tax preparation. With over 20 years of experience, she has helped countless clients organize their finances, improve their credit, and remain compliant with both federal and California state tax laws.
Mary is the founder of a private practice based in Los Banos, CA, offering services both locally and virtually. She works closely with entrepreneurs and business owners to streamline operations, manage payroll and bookkeeping, and implement sustainable financial strategies.
Known for her approachable style and tech-forward solutions, Mary leverages modern tools and platforms to deliver efficient, high-quality service to her clients.
She holds multiple professional credentials, including:
- IRS Annual Filing Season Program (AFSP) Participant
- Registered with the California Tax Education Council (CTEC)
- Certified QuickBooks Online ProAdvisor (QBOPA)
- Certified Credit Counselor (CCC)
- Certified Bankruptcy Specialist
- Certified Financial Educator
Mary serves as a Business Advisor for the UC Merced Small Business Development Center (SBDC), a Director for the Merced County Employer Advisory Council (MCEAC), and a Director for the California Society of Tax Consultants (CSTC). Through these roles, she actively contributes her expertise to strengthen local business and tax professional communities.
She is a passionate advocate for financial literacy, a frequent speaker, and a dedicated community educator.