Caleb Thompson, Cpa

Caleb Thompson, Cpa Email and Phone Number

Tax Accountant @ Cove Tax & Accounting
Charleston, SC, US
Caleb Thompson, Cpa's Location
Charleston, South Carolina, United States, United States
Caleb Thompson, Cpa's Contact Details

Caleb Thompson, Cpa personal email

About Caleb Thompson, Cpa

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083

Caleb Thompson, Cpa's Current Company Details
Cove Tax & Accounting

Cove Tax & Accounting

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Tax Accountant
Charleston, SC, US
Website:
taxprosplus.com
Employees:
9
Caleb Thompson, Cpa Work Experience Details
  • Cove Tax & Accounting
    Tax Accountant
    Cove Tax & Accounting
    Charleston, Sc, Us
  • Tax Pros Plus
    Manager
    Tax Pros Plus Oct 2023 - Present
    Assist clients in their tax compliance obligations.Represent clients before the IRS.Help clients save money on taxes by providing proactive advice and tax saving strategies.
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  • Cove Financial Solutions
    President, Financial Advisor
    Cove Financial Solutions Oct 2018 - Present
    6650 Rivers Avenue Charleston, Sc 29406
    Branch Phone: 843-576-1448Educate consumers about personal finance.Provide financial advice to clients.Partner with clients to evaluate the performance of their financial plan.Assist clients in tax planning.Securities offered through Foundations Investment Advisors, member FINRA (www.FINRA.org)/SIPC(http://www.SIPC.com)This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Cove Financial Solutions, Parkland Securities, LLC and/or SPC. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.Series 65 FINRA licensed. SC licensed CPA. SC, FL, GA, VA, IA Life Insurance/Annuity Licensed.
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  • Dixon Hughes Goodman Llp
    Senior Associate
    Dixon Hughes Goodman Llp Oct 2015 - Sep 2018
    Charleston, South Carolina Area
    Prepared federal and state tax returns for corporations, partnerships, trusts, and individuals.Consulted with clients on tax planning issues ranging from individual tax planning to corporate transactions and due diligence. Researched various tax positions for clients to determine appropriate tax treatments for complicated transactions. Developed spreadsheets to standardize internal preparation processes.
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  • Midland Resources, Inc.
    Licensed Independent Life Insurance Agent
    Midland Resources, Inc. Aug 2011 - Jun 2015
    Ocala, Florida Area
    Provided financial solutions for clients.Assisted in human resources.Gained valuable leadership experience.
  • Stratton And Company
    Summer Finance Intern
    Stratton And Company Jun 2014 - Jul 2014
    Jacksonville, Florida Area
    Built practice management spreadsheetsAided in process development.Participated in client meetings.
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  • Cans Unlimited Inc.
    Accounting Intern
    Cans Unlimited Inc. Sep 2013 - Dec 2013
    Greenville, South Carolina Area
    Analyzed clients' fiscal fitness.Invoiced clients for shipped products.Audited salesman's expense reports.

Caleb Thompson, Cpa Skills

Leadership Microsoft Excel Spanish Quickbooks Microsoft Word Powerpoint Accounting Access Teamwork Microsoft Office Microsoft Powerpoint

Caleb Thompson, Cpa Education Details

Frequently Asked Questions about Caleb Thompson, Cpa

What company does Caleb Thompson, Cpa work for?

Caleb Thompson, Cpa works for Cove Tax & Accounting

What is Caleb Thompson, Cpa's role at the current company?

Caleb Thompson, Cpa's current role is Tax Accountant.

What is Caleb Thompson, Cpa's email address?

Caleb Thompson, Cpa's email address is ca****@****ves.com

What schools did Caleb Thompson, Cpa attend?

Caleb Thompson, Cpa attended Clemson University, Bob Jones University.

What skills is Caleb Thompson, Cpa known for?

Caleb Thompson, Cpa has skills like Leadership, Microsoft Excel, Spanish, Quickbooks, Microsoft Word, Powerpoint, Accounting, Access, Teamwork, Microsoft Office, Microsoft Powerpoint.

Who are Caleb Thompson, Cpa's colleagues?

Caleb Thompson, Cpa's colleagues are Emille Cabiad, Penny White, Yolanda Yolanda, Diamond Swinney, Shannon Haynes.

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