• Personal Financial Specialist
  • Certified Public Accountant
  • Independent Registered Investment Advisor
  • Certified QuickBooks Pro Advisor
Certified Personal Financial Specialist

We offer tax preparation, accounting, bookkeeping and independent investment advisory services.

We also provide business consulting & analysis in a form and manner targeted to small businesses. Personal financial planning including; budgeting, wills, trusts, and retirement options, is an area we are proud to provide quality service as well.

Contact Koplan & Associates Today For Your Free Consultation!

AICPA Member Logo QuickBooks Pro Advisor Logo