Accountant Santa Cruz, CA 95062 - PowerPoint PPT Presentation

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Accountant Santa Cruz, CA 95062

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Thomas Castillo began his career at a national accounting firm that provides a broad range of services to hedge funds, private equity funds, venture capital funds and high net worth individuals. He later moved to a Family Office where he provided tax and accounting services exclusively for a California based family with assets exceeding $1 Billion. – PowerPoint PPT presentation

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Title: Accountant Santa Cruz, CA 95062


1
We Build Relationships Focused on
Mutual Trust and Understanding
2
About Us
Thomas Castillo, CPA, CVA
Thomas Castillo began his career at a national
accounting firm that provides a broad range of
services to hedge funds, private equity funds,
venture capital funds and high net worth
individuals. He later moved to a Family Office
where he provided tax and accounting services
exclusively for a California based family with
assets exceeding 1 Billion. Tom was in charge
of accounting and tax for multiple entities at
the Family Office, including a seed-stage
venture capital fund. Tom's experiences equipped
him with a deep appreciation for entrepreneurs
he went to practice in his home town of Santa
Cruz with the vision of working with and helping
fellow entrepreneurs succeed in the marketplace.
View Full Bio
3
About Us
Cristian Gonzalez, CPA, CGMA Cristian Gonzalez
has extensive experience in public and private
practice serving high net worth individuals and
investment partnerships across the San Francisco
Bay Area. Cristians expertise includes
individual, partnership and corporate taxation,
as well as estate planning and private
foundation accounting. Cristian brings his
expertise to residents and small businesses of
Santa Cruz, Monterey Santa Clara Counties with
the goal of building long- term, meaningful
relationships.
View Full Bio
4
Services and Solutions
Tax Preparation Tax preparation is a calculation
of your personal and/or business's tax liability
and the corresponding tax filing required by
the IRS, state and other taxing authorities.
Accounting The key to effective financial and
business management is the ability to make
informed decisions with the best information
available at the time.
Forensic Accounting Business valuations are one
of the most commonly misunderstood services by
clients and practitioners alike.
Find Out More
5
Contact Us SWCG Certified Public Accountant 1717
Seabright Avenue, 4 Santa Cruz,
California PHONE (831) 425-7676 OUR
SCHEDULE Monday Friday 8AM 5PM Saturday
Closed Sunday Closed EMAIL General Inquiries
information_at_swcgcpa.com WEBSITE http//www.swcgcp
a.com/
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