Tom Castillo

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