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Roberto H. Castro

Tax Attorney at Wenatchee, WA

5.0   8 reviews

also known as Roberto Castro, JD, MST, MBA, CVA


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About Roberto

Learn Roberto’s areas of practice.

5
Practice areas
  1. Bankruptcy and debt
    15%
    Chapters 7, 11 12, 13, Creditor and Debtor Representation, General and Subcontrator Liens

    19 years, 50 cases

  2. Business
    15%
    Succession and exit planning, buy-sell agreements, business formation and continuation, trademark registration

    29 years, 50 cases

  3. Estate planning
    15%
    Comprehensive tax and charitable planning services

    29 years, 100 cases

  4. Real estate
    15%
    Real estate contracts, deeds, review contracts, foreclosures, title insurance

    27 years, 25 cases

  5. Tax
    15%
    IRS and State tax controversies, tax exempt organization creation, governance and controls

    27 years, 25 cases

  6. Probate
    10%
    Probate of Wills

    31 years, 20 cases

  7. Trusts
    10%
    Irrevocable Life Insurance Trusts (ILITs), Spendthrift trusts, QTIPs, NFA Firearms

    27 years, 20 cases

  8. General practice
    5%
    Firearms Restoration, Contractor/Subcontractor Liens

    32 years, 25 cases

Thank you for visiting my Avvo profile.  I hope what follows is helpful to you assessing the need and fit.

 

I returned to live and work in Chelan County, Washington State in late January 2014 an just opened my law practice after opening my business brokerage and litigation support/appraisal valuation business.  Yes, I operate three istinct businesses. The legal profession is undergoing unprecendent change and delivering value (at an affordable price) is critical.

The  legal profession is also raising questions about the extent to which the adversarial system works for individuals, families, and business; does being adversarial ultimately lead to the truth? an efficient outcome? are other options better suited to arrive at a resolution?  While I have my doubts about the efficacy of the adversarial system properly and affordably addressing issues, I have experience in litigation.  

As an attorney, my mission is to develop business relationships with clients that enable me to provide far more than just legal advise.  What I bring to the "table" are comprehensive skills intended to assist creating and preserving value, developing transition and exit strategies that are tax efficient and fair.     

My business, appraisal and tax background, training, work experience and collaborative aproach are factors that differentiate me from other attorneys and other law practices.   While I have reservations about the efficacy of the adversarial system, it is  a fixture

Thank you for considering me as your potential legal counsel. 

Licensed for 33 years
State WA
Status Active
Acquired 1993
Updated 03/19/2023
State OR
Status Inactive
Acquired 1992
Updated 02/12/2023
State DC
Status Administratively Suspended - Non-Payment of Dues
Acquired 1990
Updated 06/08/2022
State NY
Status Resigned
Acquired 1989
Updated 11/17/2022
State NJ
Status License Administratively Revoked
Acquired 1989
Updated 03/09/2023

We have not found any instances of professional misconduct for this lawyer.

Contact Roberto

Law Office of Roberto Castro, PLLC
5 South Wenatchee Avenue
Wenatchee, WA, 98801
Law Office of Roberto Castro, PLLC
312 East Trow Ave
2nd Floor
Chelan, WA, 98816-9704
Murphy Business & Financial Corpo.
Central Washington Region
312 East Trow Avenue
Chelan, WA, 99816
Murphy Business & Financial, Central Washington
312 East Trow Avenue
Chelan, WA, 98816
Hide locations

Reviews

5.0 / 5.0
  8 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
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1 Star
 
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Posted by Ian | April 30, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Random connection, great results
I reached out to Roberto on a cold call to ask about appraisal and the Wenatchee-area economic landscape as someone out of the region, and we hit it off and ended up chatting—in which he was friendly, patient, and offered helpful insight. There's just something rare and invaluable about professionals who—right out of the gate—seem happy to help, and don't give off the vibe that they're in a premature hurry to get paid. I had such a good feeling about Roberto as a human being and an attorney that I hired him within 24 hours to advise on my principled departure with my then-employer. His legal help was thorough, clear, well presented, and helped me get the most out of my principled departure while staying true to my ethics of honesty, consideration, and self respect. Further, he helped me present myself in a way that helped things end amicably with my then-employer. I'd be happy to work with Roberto again. He's the kind of guy I'd be honored to hire or just grab a beer with and chat. A class act.
Read less
Posted by Steven | June 21, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Traffic Infraction Consultation
I contacted Roberto regarding a traffic infraction that I had received while in Chelan and he was able to help me through the process of what to do next. Living in Lynnwood, I understood that I would have to seek council in the Chelan/Wenatchee area if need be and my search led me to Mr. Castro. We spoke on the phone shortly after I reached out to his firm and we began going through what my best options were. He was able to answer all of my questions perfectly and was also able to provide information that I did not have. After suggesting to defer the ticket I began that process shortly after and ended up being granted the deferral by the judge. I was fortunate enough, through his advice, to save money on lawyer costs and still get my infraction deferred.
Read less
Posted by Steve | December 17, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Roberto Castro
I contacted Mr. Castro to help with the restoration of my firearm rights. I had worked with a different attorney and after four months it was mutually agreed he had over extended I needed to take the case elsewhere. Mr. Castro handled everything in a timely and professional manner. Everything was completed in a few short weeks. I am very happy to have found him and would certainly recommend him to anyone needing similar representation.
Read less
Posted by Leo C.P Stewart | October 26, 2016
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Awesome!
Mr. Castro is well educated. Has a vast knowledge of bankruptcy laws, and is willing to help you without a retainer up front. If this review allowed 10 stars I would've given them. Thanks for everything!
Response from Roberto Castro October 27, 2016
Thank you for the kind words
Posted by Blake | September 25, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Great Experience
Roberto was very helpful in that we had a bit of a complication moving across the country in the middle of our case. Roberto helped us every step of the way being patient with us and helping us through our situation.
Posted by Rick | September 17, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Fast excellent service.
Mr. Castro took over a Chapter 7 bankruptcy that had bern started and abandonded by another firm. He was very reassuring and I was very pleased with the explanation of the process, and fact that he met with me on a weekend and that the case was filed so quickly. If you live in Chelan or North Central WA, I recommend that you contact him!
Read less
Posted by William | November 6, 2015
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Excellent Service
I recently consulted with Roberto H. Castro regarding a tax issue. He provided me with excellent advice in relation to my unique needs. I highly recommend Roberto to anyone who appreciates, honesty, integrity, and needs an attorney who delivers exactly as advertised.
Posted by Mark | June 26, 2014
Bright Attorney with Valuation Chops
I worked closely with Roberto Casto - as a business appraiser - on a litigation support consulting project in 2013, related to lost profits and lost value. It was immediately apparent that Roberto had expertise in business valuation litigation-support as he was able to provide myself and the the attorney with compelling research and useful insights that would serve counsel in cross-examination. Roberto's expertise was unique because he has experience both as an appraiser and as an attorney. I would recommend using Roberto in either setting: assisting lead counsel and/or serving as an expert for lost profits, lost value and damages related to valuation.
Read less
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Cost

Rates
  • Free Consultation 30 minutes
  • Hourly Rates $ 95-225 per hour
  • Pro bono 3 %
  • Retainer Always
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.1 (Superb)

Work Experience

  • NACVA/CTI State Chapter President
  • NACVA/CTI
  • 2014 - Present
  • Attorney and Consulting Expert
  • Law Office of Roberto H Castro, PLLC
  • 2014 - Present
  • Manager
  • Central Washington Appraisal, Economics & Forensic Advisors, LLC
  • 2014 - Present
  • Business Broker
  • Central Washington Region, Murphy Business & Financial Corporation, Pacific Northwest Region
  • 2014 - Present
  • Technical Editor of QuickRead
  • National Association of Certified Valuation Analysts (NACVA)
  • 2013 - Present
  • Managing Member
  • Wasatch Business Valuation & Litigation Support Services, LLC
  • 2010 - 2013
View all work experience

Education

  • Consultants Training Institute (CTI)
  • Masters in Financial Forensics (MAFF) - pending
  • 2015
  • Kaplan
  • WA State RE Borker
  • 2014
  • NEBB Institute
  • CMEA
  • 2014
  • University of Portland
  • MBA - Master of Business Administration
  • 2002
  • National Association of Certified Valuation Analysts (NACVA)
  • CVA
  • 2002
  • Fairleigh Dickinson University
  • MS - Master of Science
  • 1994
  • Cornell Law School
  • JD - Juris Doctor
  • 1988
View all education

Legal Cases

  • Commercial Damaged Consulting Expert
  • Commercial Damages Case Settled

Associations

  • NEBB Institute
  • 2014 - Present
  • Society of Business Appraisers
  • 2014 - Present
  • National Association of Certified Valuation Analysts
  • 2002 - Present
  • Washington State Bar Association
  • 1993 - Present
View all associations

Languages Spoken

  • English
  • Spanish

Honors and Awards

  • Outstanding Member 2013
  • National Association Business Valuation Analysts (NACVA)
  • 2013
  • 3rd Place - Tax Case Competition (NYC, NJ, CT Schools)
  • Tax Executives Institute
  • 1991

Publications

  • Around the Valuation World in 90 Minutes, March 21, 2014
  • Business Valuation Mistakes, Part 2 How to Avoid Them
  • 2014
View all publications

Speaking Engagements

  • January 2015 Chelan/Douglas County Bar Association
  • Business Transitions, Valuations & Litigation Support
  • 2015
  • Around the Valuation World in 90 Minutes, March 21, 2014
  • Business Valuation Mistakes, Part 2
  • 2014
  • Around the Valuation World in 90 Minutes, February 2014
  • Commercial Bankruptcy and Fraudulent Conveyance Analysis
  • 2014
View all speaking engagements

Attorney endorsements

Received (9)
Given (1)
Endorse Roberto
Real estate Attorney | Jan 22
Relationship: Worked together on matter
"I endorse this lawyer."
Business Attorney | Nov 04
Relationship: Fellow lawyer in community
"I endorse this lawyer. I consulted Mr. Castro on issues relating to valuation of a closely held business. He was very helpful and appeared knowledgeable in the area."
Unknown Attorney | Oct 15
Relationship: Fellow lawyer in community
"I endorse this lawyer. Robert is well-versed in all areas of business/tax law. He is receptive and works hard for all is clients."
Estate planning Attorney | Oct 15
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Bankruptcy and debt Attorney | Aug 10
Relationship: Worked together on matter
"I endorse this lawyer."
Bankruptcy and debt Attorney | Jul 23
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Bankruptcy and debt Attorney | Jun 08
Relationship: Fellow lawyer in community
"I endorse this lawyer. He is a respected and knowledgeable attorney who goes the extra mile for his clients."
Bankruptcy and debt Attorney | May 30
Relationship: Fellow lawyer in community
"I endorse this lawyer. An extremely talented and well respected attorney in the legal community."
Unknown Attorney | Mar 27
Relationship: Fellow lawyer in community
"Top-notch lawyer. Highly respected in the legal community."
View more endorsements
Chapter 7 bankruptcy