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Home Featured Business

Copeland Financial Group

Large enough to handle your diverse needs, small enough to care

August 5, 2020
in Featured Business
Copeland Financial Group
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About Copeland Financial Group: 

 The Copeland Financial Group has been providing quality financial products and services to individuals, as well as businesses, to help guide them in making informed economic decisions for the present and future for over 40 years. Our areas of expertise include small business consultation, project management, financial planning, financial literacy, tax preparation, life insurance, estate, and tax preparation & planning. 

We offer unique perspectives and sensitivities that are particularly effective in working with diverse groups, with a commitment to consistent high-quality service, fiscal responsibility, and on- time delivery. This is achieved with a staff of highly dedicated and motivated personnel. An extremely high emphasis is placed on continued education and training to stay abreast of the ever-changing laws, markets, and products. 

Our approach to serving customers is, and always will be, based upon a main principle: “We have nothing to sell but Service.” 

Core Services:

Accounting Services

Bookkeeping

Complete bookkeeping services for small businesses.

Financial Statements

Monthly, quarterly and year-end Balance sheet and Operating Statements are prepared accurately and timely for a broad range of small business clients.

Payroll Services

Total payroll services for small business clients.

Tax Preparation Services

Individuals

Tax returns and filing instructions have been prepared for 1000’s of individual clients each year.

Business Tax Returns

A variety of small business tax returns are prepared each year.

Tax Planning

Long term, annual and mid-year tax planning and tax forecasting services.

Other Services

Insurance

We provide Life Insurance with living benefits and savings solutions.

Financial Planning

Full service Financial Planning for future goals.

Business Valuations

Establishing the proper value of a small business.

For more information about Copeland Financial Group, click here to log onto their website

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