The Only Accounting Firm And CPA You Will Ever Need
Providing the best and most effective accounting and tax solutions since 1997
Welcome to the website of Gary M. Kaplan, C.P.A., P.A. In addition to providing you with a profile of our firm, retirement planning, tax and accounting services that we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
We are licensed in Florida, New York, Maryland, Utah, and Washington D.C. so that we can better serve you. Our main office is located in Boca Raton, Florida and as your Boca Raton CPA, we can handle any of your accounting and tax situations.
As your Boca Raton CPA, Florida CPA, Utah CPA, Maryland CPA, New York CPA or Washington DC CPA, we can help you with every aspect of your tax preparation and planning, including individual, partnership, and corporate returns. In the event of a tax audit and as your Boca Raton CPA, we are authorized to appear on your behalf before the Internal Revenue Service. We also offer a complete range of accounting and financial reporting services to fit your needs, including: cash projections, budget analysis, compilations, reviews, bookkeeping, and payroll management.
- Year-round income tax planning and preparation for individuals and families
- Business tax returns, entity selection and ongoing advisory for owners
- Multi-state and relocation issues including Florida residency
- Representation in IRS and state tax matters
- Retirement and cash flow planning with a tax-focused approach
“We are dedicated to providing accounting services and retirement planning services that are customized to you and your business. Whether it be in Florida, New York, Maryland, Washington D.C., or Utah, our Boca Raton CPA firm is there with you, beginning to end.”
Our Services
We provide a complete range of tax, accounting, and advisory services for individuals, families, and businesses. Our goal is to help you stay compliant, minimize tax exposure, and make well-informed financial decisions.
Personal Accounting & Tax
- Personal accountant services for individuals and families
- Individual income tax preparation and filing
- Year-round tax planning and projections
- Multi-state returns and residency issues
- Retirement planning with a focus on tax efficiency
Business Accounting & Advisory
- Business accountant services for corporations, partnerships & LLCs
- Corporate, partnership and LLC tax returns
- Cash projections and budget analysis
- Financial reporting, compilations and reviews
- Bookkeeping and payroll management
IRS Representation & Forensic Work
- IRS audit assistance and IRS representation
- Response to IRS and state tax notices
- Forensic accountant services in complex situations
- Tax planning for transactions and real estate
- Long-term planning for estates and wealth transfer
What Our Clients Say
We are proud to work with individuals, professionals, and businesses across multiple states. Here are just a few of the organizations that have relied on Gary M. Kaplan, C.P.A., P.A. for tax and accounting guidance.
Dell & Schaefer
“... I am especially thankful for his counseling in enabling me to maximize tax free income deferral in the retirement planning arena.”
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South Florida MasterCraft
“... Gary has provided me with expertise, responsiveness and personal attention that went way beyond my expectations.”
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HairMax
“... By implementing analytical strategies for our expenditures as well as coordinating various initiatives, Gary continues to help us gain a competitive edge and achieve greater company success.”
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Lawyer's Project
“... He takes complex concepts and breaks them down so that my team and I fully understand all of the tax ramifications of our actions.”
Read moreTo see additional feedback from clients and businesses we’ve worked with, visit our full Client Testimonials page.