Margaret provides advice and assistance in the following areas:
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- Individual income tax
- Business income tax
- Fiduciary and estates
- I.R.S. Representation
- Estate planning
- Retirement planning
- Financial consulting
Our Mission
Tax Services
... to provide excellent,
timely accounting services
timely accounting services
Margaret takes a proactive approach to tax services. She stays
current on changing tax laws and legislation so you don’t have to.
She'll identify key tax-planning opportunities that can minimize your
current and future tax liabilities and help you put these plans in action
throughout the year.
If you receive a notice from the I.R.S., Margaret can represent you
and help solve the problem quickly and effectively.
Employing state-of-the-art computer systems and software, she has
installed effective security firewalls to protect the privacy of your
financial information.
current on changing tax laws and legislation so you don’t have to.
She'll identify key tax-planning opportunities that can minimize your
current and future tax liabilities and help you put these plans in action
throughout the year.
If you receive a notice from the I.R.S., Margaret can represent you
and help solve the problem quickly and effectively.
Employing state-of-the-art computer systems and software, she has
installed effective security firewalls to protect the privacy of your
financial information.
| PHONE: 209-257-0270 |
Financial Consulting
Well-versed in estate tax law, Margaret can help you plan the best
approach to preserve your assets for your heirs. She can also help
you set up a reasonable retirement plan for your golden years.
Whatever your financial consulting needs, ask Margaret for her help.
Chances are she will have some good suggestions.
approach to preserve your assets for your heirs. She can also help
you set up a reasonable retirement plan for your golden years.
Whatever your financial consulting needs, ask Margaret for her help.
Chances are she will have some good suggestions.
Margaret Copenhaver, C.P.A.
Services
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Tax Analysis
This value-added service is very worthwhile. After preparing the
individual income tax return, we prepare a comprehensive report
comparing your income tax return to national averages so you can
see how you stack up! This is very useful knowledge.
In addition, we put together a whole host of tax tips and observations
tailored to your tax return, designed to help you think of ways to lower
you tax bill in the future, avoiding pitfalls that might come your way
due to your specific situation.
We encourage ALL our clients to take advantage of this very
informative analysis.
individual income tax return, we prepare a comprehensive report
comparing your income tax return to national averages so you can
see how you stack up! This is very useful knowledge.
In addition, we put together a whole host of tax tips and observations
tailored to your tax return, designed to help you think of ways to lower
you tax bill in the future, avoiding pitfalls that might come your way
due to your specific situation.
We encourage ALL our clients to take advantage of this very
informative analysis.