Thomas Morell Email & Phone Number
@reacpa.com
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Who is Thomas Morell? Overview
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Thomas Morell is listed as Senior Tax Associate at Creative Planning, a with 1946 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at reacpa.com and a matched LinkedIn profile for Thomas Morell.
Thomas Morell previously worked as Senior Associate at Rea and Senior Associate at Rea & Associates, Inc.. Thomas Morell holds Bachelor Of Science - Bs, Accounting, 3.84 Gpa from Otterbein University.
Email format at Creative Planning
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AeroLeads found 1 current-domain work email signal for Thomas Morell. Compare company email patterns before reaching out.
About Thomas Morell
I am a graduate of Otterbein University earning a Bachelor of Science in Accounting with a minor in Finance. I am a dedicated professional, and a current CPA candidate.
Thomas Morell's current company
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Thomas Morell work experience
A career timeline built from the work history available for this profile.
Senior Associate
Senior Associate
Associate
Tax Intern
- Working at a top 100 accounting firm preparing corporate and individual tax returns during busy season- Tax Returns: 1120, 1120S, 1065, 1041, 1040, 990, 709- Documenting book-tax differences, creating tax reconciliations, and making adjusting/reclassifying entries- Preparing a variety of city and state tax returns
Audit Intern
- Assisting with ERISA audits and analyzing financial data of clients- Coordinating with assurance managers and partners to serve specific client needs- Traveling to client for audit fieldwork and performing substantive testing- Preparing financial statements and completing procedures for compilations, reviews, and audit engagements
Office Assistant
- Accounts receivable department: sending invoices, inputting daily checks received, and filing completed truckload paperwork- PCS Software: manage rates, route optimization, dispatch/tendering, carrier and fleet management, settlement/accounting, and freight yard management
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →
Ryan Kaszycki, Cfp®
Colleague at Creative PlanningDenver, Colorado, United States
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Mike Dispensa
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Mary Allison Kapelski
Colleague at Creative PlanningRoyse City, Texas, United States
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Gail Van Horn
Colleague at Creative PlanningUnited States
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AM
Andrew Miller, Cfa, Cfp®
Colleague at Creative PlanningFishers, Indiana, United States
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AK
Aaron Kriebel, Cfp®
Colleague at Creative PlanningLeawood, Kansas, United States
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MT
Maryssa Tercero
Colleague at Creative PlanningGilbert, Arizona, United States
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Adam Heathcote, Cfp®
Colleague at Creative PlanningSartell, Minnesota, United States
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Nathan Colling
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Cory G.
Colleague at Creative PlanningLeawood, Kansas, United States
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Thomas Morell education
Bachelor Of Science - Bs, Accounting, 3.84 Gpa
Minor, Finance
Education record
Frequently asked questions about Thomas Morell
Quick answers generated from the profile data available on this page.
What company does Thomas Morell work for?
Thomas Morell works for Creative Planning.
What is Thomas Morell's role at Creative Planning?
Thomas Morell is listed as Senior Tax Associate at Creative Planning.
What is Thomas Morell's email address?
AeroLeads has found 1 work email signal at @reacpa.com for Thomas Morell at Creative Planning.
Where is Thomas Morell based?
Thomas Morell is based in Greater Cleveland, United States while working with Creative Planning.
What companies has Thomas Morell worked for?
Thomas Morell has worked for Creative Planning, Rea, Rea & Associates, Inc., and Ohio National Express - O.N.E..
Who are Thomas Morell's colleagues at Creative Planning?
Thomas Morell's colleagues at Creative Planning include Ryan Kaszycki, Cfp®, Mike Dispensa, Mary Allison Kapelski, Gail Van Horn, and Andrew Miller, Cfa, Cfp®.
How can I contact Thomas Morell?
You can use AeroLeads to view verified contact signals for Thomas Morell at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Thomas Morell attend?
Thomas Morell holds Bachelor Of Science - Bs, Accounting, 3.84 Gpa from Otterbein University.
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