Coppola Accounting and Finance is located at 441 Summer Street, Stamford, Connecticut. Owner, Anthony Coppola and a talented staff of accountants have been providing income tax preparation, tax consulting, and bookkeeping services tailored to individuals and small to mid-size businesses since 1996. The company takes pride in providing professional, personal service to clients at an affordable price.
Katharine Coppola - Owner
Katharine has over 19 years of investment experience and over 10 years experience preparing tax returns at Coppola Accounting & Financial. She took over as owner of Coppola Accounting and Financial in 2021, prior to that, she spent over five years as Senior Territory Manager at Jefferson National where she worked to help increase tax efficiency among client investment portfolios. She also served as Branch Analyst at UBS Financial Services, where she worked with advisors to increase fee-based assets through financial planning, asset allocation analysis and mutual fund research.
She holds her Series 65 license. Ms. Coppola received her B.S. in Business Management, with a minor in Political Science, from Southern Connecticut State University, where she also earned the University Leadership Award from the Office of the President and the Service Award from the Management and Information Systems Department. She also has served as a mentor and volunteer for InvestWrite, an innovative writing program sponsored by the SIFMA Foundation for Investor Education, to help promote financial literacy for youth.
Anthony Coppola
Tony Coppola has over thirty years experience in accounting. He received his B.S. degree in Accounting and Business Administration from Sacred Heart University in Fairfield, CT. He has served and continues to serve on charitable organizations in Fairfield County.
MEMBERSHIPS / OTHER
2013 – present
Member, The Prometheum Club, Stamford
2011 – present
Member Soundview Club, Stamford
2009 – present
Member, Post 12 American Legion, Norwalk
2009 – present
Chaplain for Post 12 American Legion, Norwalk (2009 Connecticut American Legion Chaplain of the Year)
2008 – present
Member, Chamber of Commerce, Norwalk
2008 – present
Member, Chamber of Commerce, Stamford
2008 – 2010
Member, American Legion Post 12 Board of Governors
1982 – present
Member of St. Jerome Church, Norwalk
1972
U.S. Army, Honorable Discharge
1969 – present
Member Oak Hills Men’s Golf Association, Norwalk