Whether you own a small or mid-sized business, or you’ve successfully sold your business and are looking to build, preserve, and ultimately transfer generational wealth, we deliver advice and guidance you can rely on.
Individual Tax
Sophisticated Tax Planning Services for Individuals with Complex Needs
Since 1971, Copeland Buhl has been delivering high-end tax planning services for individuals with complex needs, including business owners and other high-net-worth individuals and families.
Simplify Your Life with Tailored Tax Planning
A financial picture with many moving parts provides ample opportunities for strategic tax planning. Copeland Buhl provides sophisticated tax planning services for individuals to optimize wealth, ensure compliance, and plan for the future:
- Multi-state income tax planning and preparation
- Trust, estate and gift tax planning and preparation
- Alternative minimum tax (AMT) planning
- Investment and capital gains tax strategies
- Business ownership structure (e.g. S-corporations, partners, LLCs) planning
- Charitable giving strategies
- Retirement income planning
- Audit representation and tax dispute resolution
No matter how complicated your financial situation, Copeland Buhl stands ready to optimize your tax position and help you plan for the future.
Our Insights
Stay ahead of the curve with what’s trending in accounting and tax across diverse industries. Explore legislative updates, emerging best practices, and in-depth insights on key financial topics.

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