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.

10/09/2026

If you have not looked into Trump accounts, do not put it off. Here are some tips.

If you have review Trump Accounts...good. If not read these important tips.
10/09/2026

If you have review Trump Accounts...good. If not read these important tips.

If you have not looked into Trump accounts, do not put it off. Here are some tips.

10/07/2026

Fall is now upon us meaning there are only three months left to consider making smart moves to manage your tax obligation. With this in mind, why not review the tips included here to see if there is an area or two worthy of your attention. Plus consider a deeper dive into the long held idea of creat...

10/02/2026

Here are recent changes as announced by the IRS that will impact most of us.

Here are key happenings and announcements from the IRS that you should understand.
10/02/2026

Here are key happenings and announcements from the IRS that you should understand.

Here are recent changes as announced by the IRS that will impact most of us.

09/25/2026

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you n...
09/25/2026

If you're an independent contractor, don't forget to plan for and pay your taxes. Here are some of the basic rules you need to understand.

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

09/18/2026

The federal government needs all its citizens to plan for a financially secure retirement. In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit seniors. Are you aware of them and using them to your advantage?

Tax savings ideas still abound. Here are some to consider if you wish to retire early.
09/18/2026

Tax savings ideas still abound. Here are some to consider if you wish to retire early.

The federal government needs all its citizens to plan for a financially secure retirement. In an effort to assist in planning for retirement, there are a number of provisions in the tax code that benefit seniors. Are you aware of them and using them to your advantage?

09/11/2026

Every year you receive information tax forms, including W-2s, 1098s, and 1099s. If you fail to receive a form, you are still liable for the tax it creates. Here are some tips to avoid this possible audit risk.

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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