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Tuesday 10am - 5pm Wednesday 10am - 5pm Thursday 10am - 5pm

Copeland Financial Group, Inc.

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United States
Upper Marlboro, MD
Copeland Financial Group, Inc.

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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.

10/30/2026

Here's a tax tip worth keeping in your back pocket. Some may need it now, while others simply need to know this quirk exists.

10/30/2026

Health Savings Accounts offer a powerful tax-advantaged way to pay for medical expenses. But they also come with some hidden tax traps. Here's what everyone should know.

Here's a tax tip worth keeping in your back pocket. Some may need it now, while others simply need to know this quirk exists.

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.

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?

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.

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.

Address

1401 Mercantile Lane, Suite 500D
Upper Marlboro, MD
20774

Opening Hours

Tuesday	10am - 5pm
Wednesday	10am - 5pm
Thursday	10am - 5pm

Website

https://www.copelandfinancialservices.com/about-us

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