Corey Freeman
Director of Tax at Tarbox Family Office, Inc
Based in Santa Ana, United States
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Seniority
Director
Department
Finance & Accounting
Location
Santa Ana
Industry
Financial Services
Company size
8
Contact information
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c•••••••@tarbox.com
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Background
About Corey Freeman
I was solely responsible for tax compliance services and coordination with advisors on tax planning for high-income individuals at Tarbox Family Office, Inc, a boutique wealth management and financial planning RIA in Orange County for just under three years. This included tax services for partnerships, corporations (S&C), LLCs, trusts, and individuals. Previously, a Tax Director at CliftonLarsonAllen, one of the largest U.S. professional services/accounting firms, where I assisted clients with establishing and meeting their tax and financial planning objectives. I worked with a select group of clients, preparing tax returns for individuals and various entity types (partnerships, S&C Corporations, LLCs, trusts), which included researching technical and international issues. I also mentored associates and served as a resource for client engagement teams.
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