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    Copeland, Miranda & Benner, CPAs

    3.9 (19 reviews)
    Closed 8:30 am - 5:00 pm
    Updated 3 months ago

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    3 years ago

    Helpful 2
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    7 years ago

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    2 years ago

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    4 years ago

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    4 years ago

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    6 years ago

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    7 years ago

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    8 years ago

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    11 years ago

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    5 years ago

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    6 years ago

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    9 years ago

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    5 years ago

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    8 years ago

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    11 years ago

    I had the exact same experience as Tinky. I wasted a lot of time and still had to pay for the service. Upset.

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    10 years ago

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    Ask the Community - Copeland, Miranda & Benner, CPAs

    Review Highlights - Copeland, Miranda & Benner, CPAs

    I was referred to Copeland, Miranda & Benner CPAs by a friend and Cheryl received my email inquiry.

    Mentioned in 5 reviews

    Read more highlights

    Tae H Kim, CPA

    Tae H Kim, CPA

    4.9
    (31 reviews)

    I called and left my information with Tae's office to get pricing on assistance filing my taxes for…read morethe year. Received a call back promptly from Tae himself to discuss my situation. Tae asked a few questions and determined my current tax situation is simple enough that I would be fine filing with the current online system I use. That level of transparency and honesty is uncommon and won my future business. We discussed opportunities to work together in the future when tax strategy and planning will become more relevant to my family. Tae went above and beyond in explaining when it will make sense to work with his team. Friendly, fast, and honest operation he is running. Highly recommend and well worth the money to go to someone who has your best interest at heart!

    Tae is an absolute class act! From the start, he proved to…read morebe ethical, organized, attentive, and incredibly thorough. His streamlined system made it easy to upload my documents remotely--no need for office visits, which was a huge relief during an overwhelming time in my life. Tae has handled my taxes for the past four years of taxes, a period marked by personal loss and emotional difficulty. I wasn't in the right headspace and made decisions that complicated my financial situation. Through it all, Tae remained patient, supportive, and nonjudgmental and truly held my hand every step of the way. I can't recommend him enough. If you're looking for someone who knows their stuff and genuinely cares, Tae is your guy. Five stars aren't enough!

    Team Wealth & Tax Advisors

    Team Wealth & Tax Advisors

    4.6
    (34 reviews)

    We have been working with Jay Cole at Team Wealth for a few years, and we highly recommend him. He…read moreis knowledgeable, honest, and hard-working. Thank you, Jay!

    I became a client this year, specifically because they offer tax and wealth management under one…read moreroof -- I was having a complicated tax year and was also considering moving my investment accounts to a smaller local firm. In July my employer was acquired, which created a one-time equity event -- a large block of W-2 income plus a capital gain -- and a genuinely time-sensitive tax question. I sent a one-page summary with my own figures and six specific questions: confirm my analysis, check whether I'd owed AMT on some prior ISO exercises (I asked him to pull my IRS and FTB transcripts), and tell me whether I needed to make a Q3 estimated payment before the September 15 deadline. It took 17 days and a follow-up email from me to get any reply. When it came, none of the six questions were answered. What I got was a rough estimate he explicitly told me not to rely on -- "by no means should you use these for any official calculations" -- plus a note that his system couldn't calculate two of the taxes that applied to my return. The same email told me the firm would no longer be servicing my account. - Basically they fired me HA! I understand this was outside his wheelhouse. He said as much. But that's a conversation to have on day one, not after two and a half weeks of silence on a deadline-driven question. Being dropped as a client in the same message that answered nothing is what moved this from disappointing to worth writing about. I never did move my investments over. This experience made that decision for me -- which is worth mentioning, because the combined tax-and-wealth offering is what brought me in. If you're considering them for both, I'd want to see how they handle a complicated tax year before you hand over anything else. If I can't trust you for the little stuff, how can I trust you with the big stuff. One star instead of Zero (If I could) because he did eventually respond and offered a referral.- Thanks but NO THANKS!

    Copeland, Miranda & Benner, CPAs - accountants - Updated August 2026

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