Business Details
Your Trusted Partner for Accounting Solutions
At Copeland Buhl, we are committed to delivering exceptional accounting and tax services tailored to meet the unique needs of our clients. With over five decades of experience, we have established ourselves as a trusted partner for businesses and individuals seeking comprehensive financial solutions. Our team of dedicated professionals prioritizes long-lasting relationships, ensuring personalized service that evolves with our clients' goals. We specialize in tax planning, audit and assurance, outsourced accounting, and advisory services, combining technical expertise with a client-centric approach. Our multidisciplinary teams collaborate to identify opportunities for growth, risk management, and tax optimization, providing actionable insights that drive success.We stay ahead of legislative changes to offer proactive strategies that minimize tax burdens while maintaining compliance. Located in Minneapolis, we serve clients across the Midwest, fostering trust through transparency and consistent communication. Our culture of excellence attracts top talent, ensuring our clients receive the highest level of service year after year. We are proud to be recognized as one of the top 20 accounting firms in the Midwest, a testament to our dedication to quality and client satisfaction. Whether you are an emerging business, a mature enterprise, or a high-net-worth individual, we are here to support your financial journey with expertise and integrity.
Services
Tax Services
Business Tax
Individual Tax
Outsourced Accounting
Peer Review
Employee Benefit Plan Audit
SOC 2 Compliance
Highlights and features
- We offer 54 years of experience in accounting and tax services.
- Our team includes 120+ experienced professionals dedicated to client success.
- We provide personalized service through long-lasting client relationships.
- Our multidisciplinary approach ensures comprehensive financial solutions.
- We proactively monitor legislative changes to optimize tax strategies.
Associations and certifications
- AICPA Peer Review
Services
Tax Services
Copeland Buhl provides comprehensive tax planning and preparation services tailored to businesses and individuals. Our experts identify opportunities to minimize tax liabilities while ensuring compliance with evolving regulations. We deliver strategic insights to support long-term financial goals.
Outsourced Accounting
Our outsourced accounting solutions offer businesses access to experienced professionals for bookkeeping, financial reporting, and process optimization. This service enhances efficiency and accuracy, allowing clients to focus on core operations while maintaining financial clarity.
Peer Review
We conduct AICPA-compliant peer reviews to evaluate and strengthen accounting firms' quality control systems. This service ensures adherence to professional standards and identifies opportunities to improve audit and attestation practices for enhanced client trust.
Employee Benefit Plan Audit
Copeland Buhl specializes in auditing employee benefit plans, ensuring compliance with ERISA and IRS regulations. Our team provides accurate reporting and risk mitigation strategies to protect plan assets and participant interests.
Wealth Management
We offer sophisticated wealth management strategies for high-net-worth individuals, focusing on legacy planning, asset protection, and intergenerational wealth transfer. Our collaborative approach aligns with clients' long-term financial objectives.
Questions
What services does Copeland Buhl offer?
We provide tax planning, audit and assurance, outsourced accounting, peer review, and wealth management services for businesses and individuals.
Who are Copeland Buhl's primary clients?
We serve emerging businesses, mature enterprises, high-net-worth individuals, and industries like healthcare, environmental, and professional services.
How does Copeland Buhl stay updated on tax regulations?
Our team proactively monitors legislative changes to provide actionable insights and optimize tax strategies for clients.
What sets Copeland Buhl apart from other accounting firms?
We combine technical expertise with personalized service, fostering long-term relationships and delivering tailored financial solutions.
