Meet the Team

We are a growing team of professionals exclusively
committed to solving tax well.

Karen Castillo
Director, Administration and Operations Moodys Private Client, Moodys Private Client Accounting, Moodys Private Client Law, Moodys Tax

When I do good, I feel good. When I do bad, I feel bad. That’s my religion.

To call Karen a multi-tasker is a supreme understatement. She is highly adept at managing projects, organizing people, and prioritizing the vision of our firm. Every day brings a new challenge, and she thrives on the pace, variety of assignments, and interactions with the various entities, vendors, and team members. To her, it’s all about actively listening to clients and understanding that we often share the same goals. When she’s not keeping the ship on course, she enjoys spending time with her two rescue dogs, taking spin classes and travelling.