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Accounting Firm

Koplan & Associates

Chattanooga firm providing tax preparation, accounting, bookkeeping and independent investment advice

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About Koplan & Associates

Koplan & Associates is a financial services firm in Chattanooga, TN, run as a certified public accounting practice and an independent registered investment adviser. It aims to lower clients' tax burdens and simplify running a business.

It also works under the Guardian Investment & Accounting Services name, and staff hold a QuickBooks Pro Advisor certification.

What Koplan & Associates does

  • Tax preparation: returns and tax planning for individuals and businesses.
  • Accounting and bookkeeping: routine records for small companies.
  • Investment advisory: independent guidance on investment strategy.
  • Business consulting: analysis aimed at small businesses.
  • Personal financial planning: budgeting, wills, trusts and retirement options.
  • Estate planning: delivered as members of a local estate planning council, alongside a certified estate planning specialist attorney.

Customers and markets

Small businesses and private individuals, with informational seminars offered to clients and the wider community.

Key facts

  • Based in: Chattanooga, TN, USA
  • Certification: QuickBooks Pro Advisor

Profile written by TrustList from the business's own published information, Oct 2026.

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