Thomas Castillo, CPA

Thomas "Tom" Castillo, CPA leads a firm offering tax and accounting services primarily to affluent clients and businesses. His expertise lies in S-Corporations and real estate investments, and he also assists numerous Silicon Valley professionals, especially those with equity compensation, in maximizing their tax benefits and managing concentrated equity positions. Tom is adept at aiding retiring small business owners in exiting their ventures, offering skills in business valuation and transition planning. His professional journey started at Rothstein Kass (now KPMG), where he focused on alternative investment funds and high-net-worth individuals. Tom resides in Scotts Valley with his wife Lori and their two children, Penelope and Nola