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Additional Information

  • English

  • Full Time

  • 6-10 years

    • General Tax Preparation
    • Financial Planning
    • Individual & Business Tax Preparation
    • Individual Income
    • Pensions, Annuities & IRAs
    • Small Business
    • Sole Proprietor
    • State Taxes
  • Timothy L Caban, EA, CFP(r) is the Founder and President of Copper Beech Advisors, LLC. Mr. Caban is a Certified Financial Planner and a graduate of Dartmouth College. Tim is also an enrolled agent (EA) who is licensed by the Department of the Treasury to represent taxpayers before the IRS.

  • Mr Caban founded Copper Beech Advisors, LLC on a holisitic, life integrated approach to financial planning, designed to help "real people" in the Great Valley and surrounding communities take control of their financial lives. Fundamental to this approach is making sure that clients pay no more in taxes than is required. For this reason, Tim is proud to be a member of NAEA, helping him to help his clients achieve this goal.