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Tom Castillo

Optimizing Tax Strategies for Small Biz & Real Estate

Tom Castillo is a Certified Public Accountant (CPA) currently working at Seghetti Waxler, a position he has held since 2015. He is based in the San Francisco Bay Area, specifically in Santa Cruz, California. Tom is dedicated to assisting entrepreneurs in achieving their business goals, showcasing a strong commitment to client relationships and consultative services.

Professional Experience

  • Seghetti Waxler (2015 - Present)

    • As a CPA, he provides various accounting and tax services.
  • Thomas Castillo, CPA (2014 - 2015)

    • Focused on tax and business valuation services.
  • Innovation Endeavors (2012 - January 2014)

    • Served as Controller, overseeing financial accounting and reporting for a venture capital fund. His responsibilities included managing equity conversions and corporate actions, as well as upgrading accounting systems.
  • Hillspire, LLC (2012 - 2013)

    • Worked as Assistant Controller in a single-family office.
  • Rothstein Kass KPMG LLP (2009 - 2012)

    • As a Senior Associate, provided assurance and tax services to hedge funds and fund-of-funds.

Education

  • Bachelor of Science in Accounting, San Francisco State University (Cum Laude)
  • Completed courses in Taxation at Golden Gate University.
  • Certified Valuation Analyst through NACVA.

Recognitions

Tom has been recognized multiple times as the Best Tax Preparer by the Santa Cruz Sentinel Reader's Choice from 2015 to 2018, highlighting his expertise and client satisfaction in tax preparation services.

Personal Approach

Tom Castillo emphasizes building quality relationships with his clients and is known for his consultative approach to tax planning and preparation, particularly for business owners and real estate investors in Santa Cruz County.123

Highlights

Aug 29 · twitter

Big congrats to @viaduct_ai on being acquired by Sumitomo Rubber Industries. 🚘

Their AI platform makes vehicles smarter, safer, and more reliable - and with SRI’s global reach, the road ahead is just getting started.

Read more: https://t.co/w3ZBwRhHnU

Jun 27 · twitter

AI can code, write, and reason. When intelligence is cheap, what’s truly scarce? What’s left for us? @drorberman in @FortuneMagazine argues that humans are back in vogue. The more capable AI gets, the more judgment, intuition, and creativity matter. 🔗https://t.co/luk4HPLOI2 https://t.co/BJqbjGeImn

AI can code, write, and reason. When intelligence is cheap, what’s truly scarce? What’s left for us?
Feb 27 · westerncpe.com
Instructors - Western CPE
Jul 1 · yelp.com
THOMAS CASTILLO, CPA - 749 37th Ave, Santa Cruz, California
THOMAS CASTILLO, CPA - 749 37th Ave, Santa Cruz, California

Related Questions

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What makes Tom Castillo's approach to tax planning unique?
Tom Castillo
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Location

Santa Cruz, California, United States