Global tax reach Specializes in international taxation with offices in multiple US cities and partner firms in over 130 countries, indicating potential for cross-border tax advisory services, referrals, and collaboration on complex global clients.

High revenue niche Revenue in the mid seven figures suggests a boutique firm with specialized expertise that can upsell advisory services, tax optimization strategies, and long-term planning for high-net-worth individuals and multinational corporations.

Strategic planning focus Emphasis on pre-immigration tax, estate planning, treaty-based planning, Subpart F, Base Erosion and Profit Shifting, and offshore structuring presents opportunities to cross-sell to corporate clients seeking tax efficiency and compliance solutions.

Tech-enabled growth Tech stack including Google Ads, Microsoft Advertising, AWS, and analytics tools signals readiness for scalable marketing, lead generation, and digital outreach to target prospects in international tax and expatriation services.

Targetable segments Small firm size with global partner network positions Castro & Co to collaborate with larger firms for overflow work, referrals, and co-branded engagements, as well as targeting high-demand markets for expatriation and cross-border planning.