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Meghan Nelson, Cpa Email & Phone Number

Tax Manager at Creative Planning Tax, LLC at Creative Planning
Location: Wilmington, North Carolina, United States 5 work roles 1 school
1 work email found @eisneramper.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@eisneramper.com
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Current company
Creative Planning
Role
Tax Manager at Creative Planning Tax, LLC
Location
Wilmington, North Carolina, United States
Company size
631 employees

Who is Meghan Nelson, Cpa? Overview

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Quick answer

Meghan Nelson, Cpa is listed as Tax Manager at Creative Planning Tax, LLC at Creative Planning, a with 631 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at eisneramper.com and a matched LinkedIn profile for Meghan Nelson, Cpa.

Meghan Nelson, Cpa previously worked as Tax Manager at Creative Planning and Tax Manager at Eisneramper. Meghan Nelson, Cpa holds Bachelor’S Degree (Bba), Double Major In Accounting And Finance from University Of Wisconsin Oshkosh.

Company email context

Email format at Creative Planning

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*@eisneramper.com
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AeroLeads found 1 current-domain work email signal for Meghan Nelson, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Meghan Nelson, Cpa

Meghan Nelson is a Tax Manager at Creative Planning Tax, LLC. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning Tax provides income tax consulting and compliance services to a wide range of clients, including individuals, businesses, trusts, and not-for-profit entities. Our Tax Directors work to ensure each client understands their tax situation, while providing reliable, timely advice as well as proactive planning.

Listed skills include Communication, Analytical Skills, Use Of Office Program Suites, Time Management, and 3 others.

Current workplace

Meghan Nelson, Cpa's current company

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Creative Planning
Creative Planning
Tax Manager at Creative Planning Tax, LLC
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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5 roles

Meghan Nelson, Cpa work experience

A career timeline built from the work history available for this profile.

Tax Manager

Current
Creative Planning

Wilmington, North Carolina, United States

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning Tax provides income tax consulting and compliance services to a wide range of clients, including individuals, businesses, trusts, and not-for-profit entities. Our Tax Directors work to ensure each client understands their tax situation, while providing reliable, timely advice as well as proactive planning.

Oct 2023 - Present

Tax Manager

Eisneramper

La Jolla, California, United States

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 4,000 employees and 400 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Aug 2023 - Oct 2023

Tax Senior

Eisneramper

La Jolla, California, United States

Lindsay & Brownell, LLP joined EisnerAmper in December 2022.

Dec 2021 - Aug 2023

Tax Staff Ii

Eisneramper

La Jolla, California, United States

Lindsay & Brownell, LLP joined EisnerAmper in December 2022.

Jul 2021 - Dec 2021

Tax Associate

Cla (Cliftonlarsonallen)

Appleton, Wisconsin, United States

With more than 9,000 team-members, 120 U.S. locations, and a global affiliation, CLA exists to create opportunities for their clients, people, and communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.

Jan 2020 - Jul 2021
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

SS Shannon Schneider Shannon Schneider Colleague at Creative PlanningLenexa, Kansas, United States View → NB Neal Braswell Neal Braswell Colleague at Creative PlanningKansas City Metropolitan Area, United States View → LK Lacey Kerwin Lacey Kerwin Colleague at Creative PlanningLeawood, Kansas, United States View → JI Jahid Islam Jahid Islam Colleague at Creative PlanningDhaka, Bangladesh View → CR Colin Ryan Colin Ryan Colleague at Creative PlanningKansas City Metropolitan Area, United States View → AJ Andreas Johnson, Cfp® Andreas Johnson, Cfp® Colleague at Creative PlanningPortland, Oregon Metropolitan Area, United States View → AP Andrew Prignitz, Cfp®, Crpc® Andrew Prignitz, Cfp®, Crpc® Colleague at Creative PlanningLeawood, Kansas, United States View → DM Dan Mathews, Cfp® Dan Mathews, Cfp® Colleague at Creative PlanningKansas City Metropolitan Area, United States View → AH Amanda Hessler Amanda Hessler Colleague at Creative PlanningPrairie Village, Kansas, United States View → TS Todd Shepherd Todd Shepherd Colleague at Creative PlanningKansas City Metropolitan Area, United States View →
1 education record

Meghan Nelson, Cpa education

FAQ

Frequently asked questions about Meghan Nelson, Cpa

Quick answers generated from the profile data available on this page.

What company does Meghan Nelson, Cpa work for?

Meghan Nelson, Cpa works for Creative Planning.

What is Meghan Nelson, Cpa's role at Creative Planning?

Meghan Nelson, Cpa is listed as Tax Manager at Creative Planning Tax, LLC at Creative Planning.

What is Meghan Nelson, Cpa's email address?

AeroLeads has found 1 work email signal at @eisneramper.com for Meghan Nelson, Cpa at Creative Planning.

Where is Meghan Nelson, Cpa based?

Meghan Nelson, Cpa is based in Wilmington, North Carolina, United States while working with Creative Planning.

What companies has Meghan Nelson, Cpa worked for?

Meghan Nelson, Cpa has worked for Creative Planning, Eisneramper, and Cla (Cliftonlarsonallen).

Who are Meghan Nelson, Cpa's colleagues at Creative Planning?

Meghan Nelson, Cpa's colleagues at Creative Planning include Shannon Schneider, Neal Braswell, Lacey Kerwin, Jahid Islam, and Colin Ryan.

How can I contact Meghan Nelson, Cpa?

You can use AeroLeads to view verified contact signals for Meghan Nelson, Cpa at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Meghan Nelson, Cpa attend?

Meghan Nelson, Cpa holds Bachelor’S Degree (Bba), Double Major In Accounting And Finance from University Of Wisconsin Oshkosh.

What skills is Meghan Nelson, Cpa known for?

Meghan Nelson, Cpa is listed with skills including Communication, Analytical Skills, Use Of Office Program Suites, Time Management, Adaptability, Customer Service, and Detail Oriented.

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