Welcome and thank you for visiting the home page of Copeland Financial Services, LLC. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Resources section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors. Be sure to review and utilize our secure portal option which allows you to have access to your tax information. It also allows you to send large files to us securely. This is a huge step in our efforts to streamline your tax preparation and to create a paperless process.

Please feel free to contact us with any questions or comments you may have – we would love to hear from you. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions.






IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, I inform you that any US Federal tax advice contained in this communication (including attachments) is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein.

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