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Lillian Copeland, EA

Lillian Copeland, EA

Enrolled Agent / Tax Expert

Lilian Copeland is our lead tax preparer for our tax services division of our firm.  Besides crunching the numbers, she takes the time with our clients to explain and decipher the different tax provisions.  She strives to make the tax preparation process as painless and efficient as possible. 

With over 13 years of tax industry experience, Lily is an Enrolled Agent.  Enrolled Agents are the only federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.  They are also required to take regular continuing education to stay current with the latest tax code changes. To further her education credentials, she is currently studying for the United States Tax Board exam.  Lily graduated from University of San Francisco with a degree in Philosophy.