Meet Your Tax Pro

Professional Background

Caleb is the lead tax preparer and founder of Moyer Tax Services, holding the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA®), and Enrolled Agent (EA) credentials. He is among a small number of practitioners nationwide with credentials in financial planning, investment management, and tax expertise, uniquely positioning him to offer clients integrated tax preparation that seamlessly blends financial planning, tax strategy, and investment guidance.

Prior to establishing Moyer Tax Services, Caleb gained extensive experience as a financial planner at one of the nation's largest wealth management firms. There, he provided comprehensive advice to high net worth individuals on investment strategy, insurance planning, estate considerations, and advanced tax optimization strategies.

Outside the Office

Outside of work, Caleb is deeply involved in his church community, serving as an usher, Sunday School teacher, and middle school youth group leader. He finds significant purpose in mentoring youth and supporting their growth in faith and character.

Giving Back

Additionally, through Moyer Financials, the sister company of Moyer Tax Services, Caleb hosts Free Finance Friday office hours* each Friday during June, July, and August. This initiative aims to offer accessible financial guidance to those who may not otherwise be able to afford traditional financial services.

*Free Finance Friday office hours are for general educational purposes only and do not create an adviser–client relationship. Individual situations vary. For personalized advice, please schedule a formal engagement and review our Form ADV.