Copeland Financial Group, Inc.

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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.

10/23/2026

October 15th marks the end of the 2025 tax filing season. Now the formal audit period for 2025 tax returns is underway. Here are some tips to be prepared.

If you make a mistake on your tax return, it may be noticed by the IRS. Here are some of the most common causes.
10/23/2026

If you make a mistake on your tax return, it may be noticed by the IRS. Here are some of the most common causes.

October 15th marks the end of the 2025 tax filing season. Now the formal audit period for 2025 tax returns is underway. Here are some tips to be prepared.

10/16/2026

As sports betting grows in popularity, the IRS is paying attention. Do you know how your winnings and losses are taxed?

Sports betting comes with IRS strings. Know them and plan accordingly.
10/16/2026

Sports betting comes with IRS strings. Know them and plan accordingly.

As sports betting grows in popularity, the IRS is paying attention. Do you know how your winnings and losses are taxed?

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?

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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