Profile
Timothy L Caban
ListedEA and CFP(R) at Copper Beech Advisors LLC
About
About
Timothy L. Caban is the Founder and President of Copper Beech Advisors LLC in Malvern, Pennsylvania. The firm’s public materials describe a practice centered on taxes, planning, and investments, with a holistic, life-integrated approach to financial planning.
Caban is listed as an Enrolled Agent and CFP(R). The source text states that he is licensed to represent taxpayers before the IRS, and the profile facts identify tax resolution and tax…
Timothy L. Caban is the Founder and President of Copper Beech Advisors LLC in Malvern, Pennsylvania. The firm’s public materials describe a practice centered on taxes, planning, and investments, with a holistic, life-integrated approach to financial planning.
Caban is listed as an Enrolled Agent and CFP(R). The source text states that he is licensed to represent taxpayers before the IRS, and the profile facts identify tax resolution and tax services among the relevant offerings. Copper Beech Advisors also provides client portal access for retirement, documents, investments, Schwab investment login, and account aggregation.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax resolution | In-person | ||
| Tax services | In-person | ||
Service areas
Service areas
Malvern, PA
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