Koplan & Associates

Welcome To Koplan & Associates

Our goals are the same as our clients: To minimize the tax burden, simplify doing business, and meet or exceed investment expectations Call or email and ask us your questions We look forward to hearing from you

Tax Preparation, Accounting, Bookkeeping, & Investment Advisory.

We also provide business consulting & analysis in a form and manner targeted to small businesses Personal financial planning including; budgeting, wills, trusts, and retirement options, is an area we are proud to provide quality service as well

With Guardian Investment & Accounting Services, helping you meet your financial needs is our first priority Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future

We offer estate planning services as members of the Estate Planning Council of Chattanooga and with Martin Pierce Atty , Certified Estate Planning Specialist

• Certified QuickBooks Pro Advisor We offer tax preparation, accounting, bookkeeping and independent investment advisory services

6702 Heritage Business Court Chattanooga, TN 37421 PO BOX 28408 Chattanooga, TN 37424

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