Tax Planning & Filings

Our Tax Department provides comprehensive tax services to individuals, businesses, and fiduciaries.

We assist clients with tax return preparation and filing, ensuring accuracy, compliance, and timely submission. Beyond preparation, we offer general tax planning and advisory services designed to help clients minimize tax liability and make informed financial decisions. Working closely with our Estate Planning and Trust Administration Departments, our tax professionals provide integrated and cohesive work, including trust administration accountings in compliance with California Probate Code requirements, ensuring transparency and accuracy for trustees and beneficiaries alike.

Looking to avoid paying unnecessary taxes and avoid penalties from late or incorrect filings? Contact us today!

Call (800) 244-8814

Tax Returns

Copenbarger’s tax department is able to prepare various tax returns for both your personal, business, and estate tax planning needs, including:

Individual Tax Return

Partnership Tax Return

Fiduciary Income Tax Return

Exempt Organization / Private Foundation Income Tax Return

Gift Tax Return

Estate Tax Return

General Tax Advice

Working with Copenbarger’s tax professionals goes far beyond “just getting your taxes done.” Tax preparers generally focus on reporting what already happened. They file your return based on last year’s income and expenses. Copenbarger, on the other hand, can help you structure your finances and transactions ahead of time to reduce future taxes through services such as entity formation, trusts, contracts, and strategic timing of income or sales so you do not pay unnecessary taxes.

If you have a business, investments, properties, or inheritance considerations, the Copenbarger Law Firm can offer a full-service, holistic approach which integrates tax, business, and other estate strategies in one plan.

Trust Administration Accountings

State laws (California Probate Code §16062) require trustees to provide periodic accountings. By law, in the administration of a trust, beneficiaries have the right to know how the trust is being handled. The team at Copenbarger can help provide you with a clear and accurate accounting that protects the trustee(s) from claims of mismanagement or breach of duty.