Koplan & Associates

Planning for life, simplifying business and investments

Koplan & Associates provides comprehensive financial services to individuals and businesses. The company's goal is to minimize tax burdens, simplify doing business, and meet or exceed investment expectations. Their services include tax preparation, accounting, bookkeeping, and investment advisory. Koplan & Associates also offers business consulting and analysis for small businesses, as well as personal financial planning, including budgeting, wills, trusts, and retirement options. The company's experienced professionals prioritize meeting clients' financial needs and providing quality service. Koplan & Associates is a trusted partner for estate planning, offering services through the Estate Planning Council of Chattanooga and with Certified Estate Planning Specialist Martin Pierce. The company keeps clients informed about important issues through informational seminars and community events.