Copeland Financial Group, Inc.

Copeland Financial Group, Inc. We offer a wide range of tax services for both small business/individuals. We work w/you to minimize

Retirement Planning, Estate Planning & Life Insurance Protection and it’s many strategies.

06/12/2026

Too many think to pay attention to Social Security only when they near retirement. Do this at your own risk! Even those in their 20s should be taking action. Here are some tips.

06/05/2026

If you have not already done so, please plan to make your second quarter estimated tax payment. The due date is Monday, June 15th.

06/03/2026

As summer settles in and schedules fill up, a few smart decisions now can help you avoid costly surprises later. In this issue, there are strategies to strengthen your financial footing – from midyear tax planning opportunities to knowing when to call for help with an IRS notice. There is also...

05/29/2026

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

05/22/2026

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

05/15/2026

Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

05/14/2026

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...

05/08/2026

The progressive nature of income tax rates offers taxpayers the incentive to transfer assets to lower earning taxpayers. Why not your children? Here are some tips.

05/06/2026

Very few banks return your canceled checks. So what do you need to do if required by the IRS to prove your deductions? This often means staying ahead of the game at year end.

Address

1401 Mercantile Lane, Suite 500D
Upper Marlboro, MD
20774

Opening Hours

Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm

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