Giorgio Castaldi, EA

Senior Manager, Sorren, Inc.

Giorgio Castaldi is a Senior Tax Manager at Sorren, based in the firm’s Chicago office, where he provides tax planning, compliance, and advisory services for individuals and closely held businesses. He primarily works with clients in the real estate, nonprofit, and hospitality industries, including developers, investors, property management companies, private foundations, and businesses related to restaurants and travel. Giorgio supports clients typically ranging from $1 million to $15 million in revenue, helping them navigate complex tax matters with clarity and confidence.

With deep experience in preparing tax returns for individuals, businesses, nonprofits, and trusts, Giorgio is especially valued for his hands-on approach to tax planning and his ability to represent clients before the IRS. As an Enrolled Agent, he brings strong technical knowledge and a steady, solutions-oriented mindset to each engagement. Giorgio is known for being a calm and trusted resource for clients facing overwhelming or high-stakes tax issues, working closely with high-net-worth individuals and small to mid-sized business owners to address their unique challenges and support long-term success.

Originally from Prospect Heights, Illinois, Giorgio enjoys building personal relationships with his clients and takes pride in earning their trust over time. Outside of work, he stays busy with his wife, Kelly, and their three daughters, and enjoys coaching his daughters’ softball and basketball teams. A lifelong sports fan, Giorgio enjoys golf, cheering on the Chicago Bulls, Bears, and White Sox.

Education:

  • Bachelor’s Degree in Accounting & Finance – DePaul University

Professional Designations:

  • Enrolled Agent (EA)

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