Forensic Accountant | Retirement Planning
As your Utah personal accountant, Gary Kaplan’s commitment is to help you keep more of what you earn. We offer expertise in tax planning & preparation, asset management and financial issues that impact you, your family and your business. He can assist you toward achievement of your lifetime goals. Let Gary Kaplan be your Utah personal accountant at an exceptionally reasonable rate.
We are more than tax returns. Our services encompass nearly every aspect of your financial life. As your Utah personal accountant, Gary is adept in setting up cash management & budgeting, reviewing insurance needs, retirement planning, investment asset allocation, education planning, gifting and estate strategies. Gary can help with loan negotiations & debt restructurings, tax advice regarding divorce and bankruptcy considerations. He can also install financial document recovery procedures to protect your records in the event of a disaster.
Our primary focus is on client relationships. Many firms do not take the time to get to know their clients – we think you deserve better. Gary focuses on personal attention and quality results. We are mindful of your time, and your money. That’s our pledge to you as your Utah personal accountant.
We provide a FREE initial consultation to every client. Give us a call at 1 (866) 643-3560 or fill out our FREE consultation form. We will contact you within 24 hours.
