Kopchick & Company, P.C.
Tax and Accounting
KCO Financial
Wealth Management
Welcome to Kopchick & Company, P.C.
We are a firm providing guidance to individuals and businesses with services varying from tax management and accounting, to business consulting services and individual financial planning. Kopchick & Company, P.C. and KCO Financial Services are dedicated to our clients and assisting them in meeting their goals with high standards of excellence and professionalism.
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We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Rollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
Year-End Moves to Optimize Retirement Transitions
Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.
Retirement Savings Goals: How to Help Make Up for Lost Time
Discover practical tips and strategies for setting and refining your retirement savings goals as you near retirement.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Rightsizing for Retirement
What does your home really cost?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?