Greg Copp

At Gregory A. Copp, Inc., we are committed to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs. As a full-service accounting firm, we have years of experience in assisting professionals with their accounting needs. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Our Mission

Our mission is to help our clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs, thorough research, and sound analysis. At Gregory A. Copp, Inc., we are dedicated to meeting these goals with high standards of excellence and professionalism.

Our Team

Our team is comprised of highly skilled and experienced professionals who are committed to delivering exceptional service to our clients. Our team members are dedicated to staying up-to-date with the latest developments in the accounting industry, ensuring that our clients receive the latest and greatest in tax planning and preparation strategies. Our team is committed to providing personalized service, attention to detail, and timely communication to our clients.

Services

Gregory A. Copp, Inc. provides a wide range of services to individuals and businesses in a variety of industries. Our services include:

Tax Management Services

We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track to their financial goals.

Financial and Retirement Planning

We help our clients develop strategies for securing their financial future, including retirement planning, estate planning, and trust planning.

IRS Representation

Our experienced professionals will represent our clients in all aspects of IRS dealings, from audits to appeals.

Entity Selection and Restructuring

We help our clients make informed decisions about the best business structure for their company and provide guidance on entity formation and restructuring.

Payroll Services

We offer payroll services, including payroll preparation, payroll processing, and payroll compliance.

Accounting Services

We provide a range of accounting services, including financial statement preparation, budgeting, and forecasting.

Estate and Trust Planning and Tax Preparation

We help our clients develop strategies for planning and preparing for the transfer of wealth, including estate and trust planning, as well as tax preparation.

Litigation Support and Forensic Accounting

We provide expert testimony and analysis to aid in dispute resolution, settlement, and litigation.

Bookkeeping/Write-up and QuickBooks Accounting Help and Assistance

We offer bookkeeping and write-up services, including financial statement preparation, budgeting, and forecasting. We also provide assistance with QuickBooks accounting software.

Employee Benefits, Pension, and Profit-Sharing Plans

We help our clients develop and maintain employee benefits, pension, and profit-sharing plans that meet their specific needs and goals.

Resources

We have provided a range of online resources to assist in the tax process and financial decision-making, including downloadable tax forms and publications, financial calculators, news, and links to other useful sites.