Business & Tax Planning

Businesses and individuals managing their wealth and assets need adequate legal and tax planning to ensure a strong foundation.

Our business and tax attorneys and professionals help people, families, and enterprises of all sizes build their businesses, protect their assets, and mitigate risk. To learn more about the various legal and tax areas we support, check out our additional practice areas below and the separate articles on each.

Looking for guidance for your business or taxes? Contact us today!

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About Our Business & Tax Services

Business Formation & Governance

Our business attorneys and paralegals help clients form, manage, and maintain business entities of all types. We work with LLCs, corporations, nonprofits, charities, and partnerships, providing practical guidance to ensure compliance, reduce liability, and protect business and personal assets as the business grows. Learn more here.

Tax Planning & Filings

Our tax professionals support clients with reliable tax return preparation and filing services, ensuring accurate reporting, compliance, and on-time submissions. We also offer proactive tax planning and advisory services to help clients reduce tax exposure and make confident financial decisions year-round. Through close coordination with our Estate Planning and Trust Administration Departments, we provide cohesive, integrated support—including trust administration accountings prepared in compliance with California Probate Code requirements—helping trustees satisfy fiduciary duties while maintaining clear and transparent records for beneficiaries. Learn more here.

Contracts & Agreements

Our business attorneys help clients protect and grow their businesses through well-drafted, strategic agreements. We advise on the negotiation, drafting, and review of a broad range of contracts to ensure they align with business goals and comply with local and state laws. Whether you are forming a new company, revising existing agreements, or navigating contractual disputes, the attorneys at Copenbarger provide responsive, business-minded counsel every step of the way. Learn more here.

Intellectual Property & Technology

Our intellectual property team helps clients safeguard the value of their brands and creative works by securing and enforcing intellectual property rights, including trademarks, copyrights, trade secrets, and domain names. We also advise technology-driven businesses on key commercial needs such as software licensing, intellectual property assignments, and privacy compliance. Learn more here.

Employment Law Compliance

Our business attorneys help employers navigate federal employment laws and key state regulations in California and other neighboring states. We assist with developing compliant workplace policies and procedures, preparing employment agreements and handbooks, and advising on employee classification, wage and hour compliance, and termination practices. By offering proactive, business-minded counsel, we help clients foster lawful and productive workplaces, reduce exposure to employment claims, and support sustainable growth. Learn more here.

Why Copenbarger & Copenbarger LLP?

We are a full-service law firm that has been serving families throughout California since 1979. Since the beginning, our firm’s goal has been to protect clients just like you and families just like yours by protecting your legacy and resources for generations to come. We recognize that every person is a unique individual with unique needs and circumstances. We aim to be your first resource for all professional needs and to ensure that your choices, your wishes, and your legacy are protected.

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