Caleb delivers tax compliance, planning, and outsourced accounting services to high-net-worth individuals, families, and small to medium-sized businesses, with industry focuses including cannabis, real estate, professional services, and entertainment. He consults with closely-held businesses and families to provide comprehensive solutions tailored to each client’s needs. His innovative approach to problem-solving and clear communication style makes him a valuable asset to his clients across the board.
Years of Experience
11
Education
Belmont University, Bachelor’s
Belmont University, Master’s
Professional & Civic Leadership
Treasurer, Trout Unlimited – Music City chapter
Professional Credentials
Certified Public Accountant (CPA)
Xero Certified Advisor
