Caleb Thompson, Cpa Email & Phone Number
@loves.com
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Who is Caleb Thompson, Cpa? Overview
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Caleb Thompson, Cpa is listed as Tax Accountant at Cove Tax & Accounting, a with 9 employees, based in Charleston, South Carolina, United States. AeroLeads shows a work email signal at loves.com and a matched LinkedIn profile for Caleb Thompson, Cpa.
Caleb Thompson, Cpa previously worked as Manager at Tax Pros Plus and President, Financial Advisor at Cove Financial Solutions. Caleb Thompson, Cpa holds Master'S Degree, Taxation from Clemson University.
Email format at Cove Tax & Accounting
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AeroLeads found 1 current-domain work email signal for Caleb Thompson, Cpa. Compare company email patterns before reaching out.
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
Listed skills include Leadership, Microsoft Excel, Spanish, Quickbooks, and 7 others.
Caleb Thompson, Cpa's current company
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Caleb Thompson, Cpa work experience
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Manager
CurrentAssist 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.
President, Financial Advisor
CurrentBranch 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.
Senior Associate
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.
Licensed Independent Life Insurance Agent
Provided financial solutions for clients.Assisted in human resources.Gained valuable leadership experience.
Summer Finance Intern
Built practice management spreadsheetsAided in process development.Participated in client meetings.
Accounting Intern
Analyzed clients' fiscal fitness.Invoiced clients for shipped products.Audited salesman's expense reports.
Colleagues at Cove Tax & Accounting
Other employees you can reach at taxprosplus.com. View company contacts for 9 employees →
Penny White
Colleague at Cove Tax & AccountingCharleston, South Carolina Metropolitan Area, United States
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Shannon Haynes
Colleague at Cove Tax & AccountingSummerville, South Carolina, United States
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Diamond Swinney
Colleague at Cove Tax & AccountingDurham, North Carolina, United States
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Emille Cabiad
Colleague at Cove Tax & AccountingNorth Charleston, South Carolina, United States
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Yolanda Yolanda
Colleague at Cove Tax & AccountingDallas, Texas, United States
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Caleb Thompson, Cpa education
Master'S Degree, Taxation
Bs, Accounting, 3.87
Frequently asked questions about Caleb Thompson, Cpa
Quick answers generated from the profile data available on this page.
What company does Caleb Thompson, Cpa work for?
Caleb Thompson, Cpa works for Cove Tax & Accounting.
What is Caleb Thompson, Cpa's role at Cove Tax & Accounting?
Caleb Thompson, Cpa is listed as Tax Accountant at Cove Tax & Accounting.
What is Caleb Thompson, Cpa's email address?
AeroLeads has found 1 work email signal at @loves.com for Caleb Thompson, Cpa at Cove Tax & Accounting.
Where is Caleb Thompson, Cpa based?
Caleb Thompson, Cpa is based in Charleston, South Carolina, United States while working with Cove Tax & Accounting.
What companies has Caleb Thompson, Cpa worked for?
Caleb Thompson, Cpa has worked for Cove Tax & Accounting, Tax Pros Plus, Cove Financial Solutions, Dixon Hughes Goodman Llp, and Midland Resources, Inc..
Who are Caleb Thompson, Cpa's colleagues at Cove Tax & Accounting?
Caleb Thompson, Cpa's colleagues at Cove Tax & Accounting include Penny White, Shannon Haynes, Diamond Swinney, Emille Cabiad, and Yolanda Yolanda.
How can I contact Caleb Thompson, Cpa?
You can use AeroLeads to view verified contact signals for Caleb Thompson, Cpa at Cove Tax & Accounting, including work email, phone, and LinkedIn data when available.
What schools did Caleb Thompson, Cpa attend?
Caleb Thompson, Cpa holds Master'S Degree, Taxation from Clemson University.
What skills is Caleb Thompson, Cpa known for?
Caleb Thompson, Cpa is listed with skills including Leadership, Microsoft Excel, Spanish, Quickbooks, Microsoft Word, Powerpoint, Accounting, and Access.
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