Broker Check

401 Ratcliff Drive S. E. Suite 140
Salem, OR 97302

James A. Coplin and Associates

(503) 363-3786

 

Products & Services

As a full service Accounting, Financial and Tax Preparation and Representation Firm we provide the following range of services 

 Accounting and Payroll Services

  • Business Accounting Services  
  • Payroll Processing
    • Wage Calculation
    • Payroll Deposit Preparation
    • Quarterly and Year End Report Preparation

Financial Services

  • Cash Flow and Debt Management Strategies
  • Estate Planning
  • Financial Plan Preparation and Review*
  • Investment Management*
  • Retirement Strategies*
  • Risk Management
  • Tax Management

Tax Preparation

  • Individual
  • Business
  • Trust & Estates
  • Tax Audit Representation
    • Federal
    • State

*These services are offered by James A. Coplin through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.