Gary M. Kaplan, C.P.A., P.A.

Gary M. Kaplan, C.P.A., P.A. is a certified public accounting practice with its main office in Boca Raton, Florida. It has worked on tax and accounting matters since 1997 and holds licences in Florida, New York, Maryland, Utah and Washington D.C., so it can act for clients across those states.

What Gary M. Kaplan, C.P.A., P.A. offers

• Tax preparation and planning — year-round work on individual, partnership and corporate returns, including catching up on past-due filings.
• IRS representation — authorised to appear for clients in IRS and state tax matters and audits.
• Business accounting and advisory — bookkeeping, payroll, compilations, reviews, budget analysis and cash projections.
• Retirement and cash flow planning — planning with a focus on the tax effect of each choice.
• Multi-state and relocation issues — help with moves between states, including establishing Florida residency.

Who it works with

The firm serves individuals, families and business owners, including advice on choosing a business entity.

Key facts

• Based in: Boca Raton, Florida
• Founded: 1997
• Licensed in: Florida, New York, Maryland, Utah and Washington D.C.
• Principal: Gary M. Kaplan, MAcc, MST, CPA