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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Helpful Content
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
View all articles 
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.