Tax Preparation and Planning
Federal and multi-state returns for individuals, partnerships, S-corps, C-corps, and nonprofits. Year-round planning for owners, executives, and high-income households.
Learn moreAdvice worth keeping. Numbers worth trusting.
An independent New Orleans accounting and advisory firm built on technical depth, careful judgment, and the long view. We work with the people and businesses of the Gulf South, and quietly, with their next generation too.
A note from the firm
Why Copeland Weaver
We are a small firm by design. That is what allows us to pay close attention. To a return, to a transaction, to the long arc of a family's wealth.
Our clients come to us when the easy answer is not the right one. A trust distribution that crosses the 65-day rule. A historic property whose tax credits have to thread the needle of state ownership rules. A business owner thinking about exit, and what comes after. The work is technical. The value is in the judgment that surrounds it.
We have spent years building the technical infrastructure to do that work well. Modern research tools, secure systems aligned with IRS Publication 4557, and the practice of double-checking the things that matter. Our goal is straightforward. When you have a question that genuinely needs an answer, we should be the first call you make.
What we do, in detail.
From routine compliance to complex multi-state planning, we bring senior-level attention to every engagement. Below, the work we do every day.
Audit and Assurance
Audits, reviews, and compilations for corporations, employee benefit plans, and organizations subject to state and lender requirements. Cost certification audits for Louisiana Historic Tax Credit projects.
Learn moreEstates and Trusts
Form 1041 trust and estate returns, grantor trust reporting, distribution planning under §643, and coordination with estate counsel through the life of the trust.
Learn moreBusiness Advisory
Entity selection, owner compensation, S-corp planning, pass-through entity (PTE) elections, and the operational tax decisions that quietly compound over years.
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A Louisiana specialty
Historic Tax Credits, done right the first time.
The Louisiana Historic Rehabilitation Tax Credit and the Federal §47 credit can transform the economics of a project, or quietly unravel one if the structure is wrong. We work with developers, owners, and their counsel from feasibility through final certification.
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Pre-qualification and structuringFeasibility, ownership structure, and entity design before Part 1.
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QRE sourcing and substantiationQualified rehabilitation expenditures, documented to survive review.
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SHPO Part 3 coordinationOwnership rules, placed-in-service timing, and certification.
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Cost certification auditsIndependent CPA audits submitted to the Louisiana Department of Revenue.
The work, and the people behind it.
Real Estate and Development
Including historic rehabilitation, partnerships, and 1031 exchanges.
Construction
General contractors, subcontractors, and specialty trades.
Professional Services
Architects, attorneys, designers, and creative agencies.
Hospitality and Restaurants
From single-location operators to multi-unit groups.
Manufacturing and Distribution
Inventory, cost accounting, and multi-state nexus planning.
High-Net-Worth Individuals
Coordinated planning across entities, trusts, and generations.
Closely Held Businesses
Owner-operators, family enterprises, and partnerships.
Ready when you are.
Whether it is a question about a return, a transaction on the horizon, or a long-term plan worth thinking through. We are glad to talk.