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Home > Financial Services > Accountants > The Copeland Group
The Copeland Group
The Copeland group is a consulting and accountancy corporation. Their ideal clients are business owners or professionals who allow the Copeland group to apply their expertise in reducing personal and business income taxes, counseling them in managing the profitability of their businesses and investments, planning for their financial independence and avoiding estate taxes in the transfer of wealth to the next generation and charitable interests.
The Copeland group is one of the fastest growing CPA firms in the inland empire and has an associated group, the Copeland group financial advisors which are a fee-only investment advisor. the Copeland group financial advisors was started in 1998 and strives to provide tax reviewed, long term investment advice for clients seeking a high quality financial plan and investment strategy. This advice is for individuals, trustees of retirement plans, not for profit investment committees, and estates. All investment and financial plans are prepared and reviewed by a practicing CPA and an investment manager of the Copeland group financial advisors.
With a full range of financial services, the Copeland group assists businesses in forecasting and evaluating their financial condition, financing requirements, and the tracking of cash-flow sources and uses. They also help businesses and professional practices identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In additional to acting as a sounding board for management, the Copeland group provides comprehensive, flexible strategies that address the issues affecting the clients’ businesses.
Taking care of businesses has become more complex and stretches abilities, expertise, and resources of business owners, professionals, and managers and the Copeland group and financial advisors continue daily to simplify the process, assist in solving the problems, suggest new ideas, and be a safe haven for hard issues for their clients. the Copeland group knows that earning the trust of their clients, giving advice effectively, and building long term business relationships allows their clients’ great peace of mind while achieving their life goals.
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