Koplan & Associates has been providing services since 1982. We started very small and until 2005 never advertised in any form, relying completely on customer referrals. As our business has steadily grown, so have the levels of services we provide. Our doors are now open to those who desire a more personal approach for their tax, accounting, and investment services.
Our goals are the same as our clients: To minimize the tax burden, simplify doing business, and meet or exceed investment expectations.
Our competitive advantage is in our approach and attitude. We care about our clients and know many of them both professionally and personally. We have a history of doing more than just “crunching numbers.” Planning is an integral part of what we help our clients do, and we are always available for questions.
We follow a philosophy used by a growing number of industry leaders based on the idea that a significant portion of a client portfolio be allocated to a core that is tax-efficient and linked to a broad market benchmark, often referred to as a “core and satellite” method rather than traditional style “boxes.”
702, Heritage Business Court,