Nicolas Castillo, CPA

Critic
DISC Type : C

Certified Public Accountant at Rook International CPAs & Advisors LLC

Madrid, Community of Madrid, Spain

Overview

Nicolas Castillo is a cross-border US tax expert and Certified Public Accountant specializing in serving Americans abroad. As the founder of Rook International, he uses his expertise from the University of Miami to help clients in over 100 countries become globally tax efficient, handling complex foreign corporate disclosures and tax treaties.

He has a strong interest in the practicalities of expatriate life, often discussing topics like international healthcare and retirement. Nicolas and his wife travel back to the United States multiple times a year, balancing their life abroad with family events and holidays back home.

He developed the unique "3R Test" (Residency, Revenue, Risk) to help American business owners strategically plan their move abroad.

Personality Overview

ROI Driven

Information Seeker

Precise

They prefer to analyze logically and value objective facts over emotions.  They like to take decisions independently and do not seek others' support often. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Cross-Border Taxation
His core expertise is advising US citizens living abroad on becoming globally tax efficient, handling complex foreign disclosures and tax treaties.
Expat Business Strategy
He created the "3R Test" (Residency, Revenue, Risk) to guide US business owners through the complexities of moving their operations overseas.
Global Mobility
Actively discusses the financial and tax implications for Americans moving abroad, focusing on establishing a clear "global tax position. "

Media Appearances

Nicolas has no verified media appearances

Work History

11-2024
Certified Public Accountant at Rook International CPAs & Advisors LLC
8-2021 - 10-2024
Tax Manager at Bright!Tax
3-2020 - 8-2021
Senior Tax Analyst at Royal Caribbean Cruises Ltd.
1-2018 - 3-2020
Senior Tax Associate at Grant Thornton LLP
6-2016 - 8-2016
Tax Intern at Grant Thornton LLP

Education

2016 - 2017
Master's degree from University of Miami
2014 - 2017
B.S. B.A. from University of Miami Herbert Business School

More Information

Social Presence :

Prographics :

Exp : 7 Location : Madrid, Community of Madrid, Spain Job Level : N/A Designation : Certified Public Accountant at Rook International CPAs & Advisors LLC
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Insights For Selling To Nicolas

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicolas is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Nicolas

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Nicolas move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Nicolas take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Nicolas

Personality Compatibility


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