MEET BUSINESS ENTITY TAX LEAD

ANDREW CASTILLO, EA

Based in the Metro New York area, Andrew advises individuals, closely held businesses, and trusts on complex tax matters, with an emphasis on practical planning and clean execution.

More than filing accurate returns, Andrew focuses on understanding what clients are building, identifying hidden risks, and evaluating how today’s decisions will impact their long-term financial future.

Andrew brings more than two decades of tax compliance and consulting experience, including ten years with Big 4 firms. 

I take the position that best serves my client’s needs, not just for this year’s return, but for the long term.

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SPECIALTIES

Guiding closely-held businesses

Nonprofit compliance and filings

Trust and fiduciary income tax reporting

HNW individual tax compliance and financial statements preparation

Guiding closely-held businesses

Partnership and S-Corp compliance and reporting

CREDENTIALS

Enrolled Agent (EA), Internal Revenue Service



10 years with Big 4 firms PwC and KPMG

Bachelor of Science in Commerce, major in Business Management, De La Salle University Manila

APPROACH

I’m a true generalist, which means I’m comfortable living in the details while keeping an eye on the bigger picture. My job is not only to file accurate returns, it is to understand what you are building, where the risks are hiding, and what decisions today will mean for you down the road.

I start by listening, then I map the tax issues to your real-world goals. That often means coordinating moving parts across entity, individual, and state considerations, and staying involved throughout the year so we are not reacting at the last minute. When there is more than one defensible path, I focus on the one that best supports your priorities, with clear guidance and no surprises.

READY TO GET STARTED?

Let's partner together to grow and protect the future of your business.

WORK WITH ME