Corey Heldreth, Cpa

Corey Heldreth, Cpa Email and Phone Number

@ OLarry, Inc @ OLarry
Corey Heldreth, Cpa's Location
Seattle, Washington, United States, United States
Corey Heldreth, Cpa's Contact Details

Corey Heldreth, Cpa work email

Corey Heldreth, Cpa personal email

About Corey Heldreth, Cpa

15+ years experience providing tax compliance, planning and consulting for emerging wealth individuals, real estate professionals, some of the nations wealthiest families and their related entities. Mostly focusing in the areas of UHNW and HNW individuals with alternative investments, investment partnerships, real estate and employee stock compensation.

Corey Heldreth, Cpa's Current Company Details
OLarry

Olarry

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@ OLarry, Inc
Corey Heldreth, Cpa Work Experience Details
  • Olarry
    Cao
    Olarry Feb 2024 - Present
  • Seiler Llp
    Tax Principal
    Seiler Llp Jul 2021 - Mar 2024
    Redwood City, Ca, Us
    Lead a team of 14 CPAs and tax professionals providing, tax compliance, planning and consulting services to UHNW families, their related entities and closely held operating businesses.
  • Seiler Llp
    Senior Tax Manager
    Seiler Llp Jan 2019 - Jul 2021
    Redwood City, Ca, Us
  • Seiler Llp
    Tax Manager
    Seiler Llp May 2017 - Jan 2019
    Redwood City, Ca, Us
  • Ctc | Mycfo
    Tax Manager
    Ctc | Mycfo 2016 - 2017
    Chicago, Il, Us
  • Weaver
    Tax Manager
    Weaver Jul 2015 - Sep 2016
    Houston, Tx, Us
    Provided tax compliance, planning and consulting services to HNW individuals, their families, related entities and closely held operating businesses.
  • Hcvt Llp (Holthouse Carlin & Van Trigt Llp)
    Supervising Senior Tax Associate
    Hcvt Llp (Holthouse Carlin & Van Trigt Llp) Jun 2014 - Jul 2015
    Los Angeles, Ca, Us
    Provided tax compliance, planning and consulting services to HNW individuals mostly in the real estate industry.
  • Hcvt Llp (Holthouse Carlin & Van Trigt Llp)
    Senior Tax Associate
    Hcvt Llp (Holthouse Carlin & Van Trigt Llp) Jun 2013 - Jun 2014
    Los Angeles, Ca, Us
  • Hcvt Llp (Holthouse Carlin & Van Trigt Llp)
    Advanced Tax Associate
    Hcvt Llp (Holthouse Carlin & Van Trigt Llp) Aug 2011 - Jun 2013
    Los Angeles, Ca, Us
  • Novogradac & Company Llp
    Audit/Tax Associate
    Novogradac & Company Llp Jan 2011 - Aug 2011
    San Francisco, California, Us
  • Carolina Gigantes, Puerto Rico
    Professional Soccer Player
    Carolina Gigantes, Puerto Rico 2009 - 2009
  • Kelly & Associates
    Tax Accounting Assistant
    Kelly & Associates Feb 2007 - Oct 2007
  • Armanino Mckenna
    Audit Intern
    Armanino Mckenna Jun 2007 - Aug 2007
    San Ramon, Ca, Us

Corey Heldreth, Cpa Skills

Tax Accounting Tax Preparation Auditing Financial Statements General Ledger Tax Accounting Cpa Financial Analysis Tax Returns Payroll Tax Research Fixed Assets Financial Reporting Quickbooks Financial Accounting Gaap Account Reconciliation Journal Entries Income Tax Prosystem Fx Tax Variance Analysis Partnership Taxation Analysis Corporate Tax Us Gaap

Corey Heldreth, Cpa Education Details

  • Saint Mary'S College Of California
    Saint Mary'S College Of California
    Accounting
  • Roger'S Cpa Review
    Roger'S Cpa Review

Frequently Asked Questions about Corey Heldreth, Cpa

What company does Corey Heldreth, Cpa work for?

Corey Heldreth, Cpa works for Olarry

What is Corey Heldreth, Cpa's role at the current company?

Corey Heldreth, Cpa's current role is @ OLarry, Inc.

What is Corey Heldreth, Cpa's email address?

Corey Heldreth, Cpa's email address is co****@****ail.com

What schools did Corey Heldreth, Cpa attend?

Corey Heldreth, Cpa attended Saint Mary's College Of California, Roger's Cpa Review.

What are some of Corey Heldreth, Cpa's interests?

Corey Heldreth, Cpa has interest in Audit Engagements, Football, Investments, Soccer, Non Profit Organizations, Basketball, Reading, Financial Analysis, Hedge Funds, Independent Films.

What skills is Corey Heldreth, Cpa known for?

Corey Heldreth, Cpa has skills like Tax, Accounting, Tax Preparation, Auditing, Financial Statements, General Ledger, Tax Accounting, Cpa, Financial Analysis, Tax Returns, Payroll, Tax Research.

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