Copeland Accounting and Tax Solutions

Specialties

Specialize in accounting, payroll, QuickBooks and Sage 50 setup/​training/​support, income tax for small to mid-​size businesses, business consulting and individual income tax preparation and tax planning.

Industries serviced — Service Industries, Retail Businesses, Distributors, Professional Firms, Real Estate, Manufacturing, Wholesalers, Construction

Proactive advice and responsive to you needs. Serving Oak Creek, Franklin and the surrounding greater Milwaukee communities. Give us a call.

History

Established in 1998.

For years, Copeland Accounting and Tax Solutions has been providing quality, personalized financial guidance to individuals and businesses. Our expertise ranges from individual and business tax preparation and accounting services to more in-​depth services such as financial statements, business consulting, such as entity selection, and tax planning. Making our clients financially savvy and more profitable is what we are all about.

We «go beyond the numbers». Our clients are educated to understand how the various decisions throughout the year affects their tax return. And for business owners how these decisions impact their business. Our clients are able to speak more intelligently with their banker, manager cash flow, accurately project growth, and secure additional capital. Everyone we work with receives open communication and tireless research and analysis-​all in an effort to help you get the most for your money and reduce the tax burden.

Meet the Business Owner

Jane C.

Business Owner

Jane has always been a numbers person toting the logo «More Than A Bean Counter». A graduate of University of Missouri — St. Louis, Jane continued the pursuit to become a certified public accountant and to own her own firm. Along the path, Jane has worked for regional CPA firms and in industry as a CFO. In June 2010, Copeland Accounting and Tax Solutions opened its office in Oak Creek, Wisconsin.

Jane’s affiliation with WICPA, NATP, QuickBooks Pro Advisors, Sage 50 Accountants and a CPA roundtable group are a few of the avenues she utilizes to stay up-​to-​date with the ever-​changing tax code. Jane participates in programs offered by Action Coach and is an avid reader of business books to bring the most up-​to-​date methods to her business clients.

Jane believes in proactive tax planning. Throughout the year she keeps business and individual clients informed about tax law changes, opportunities and potential liabilities. She assists clients with corporate and individual income tax compli