CPA Firm – Gary M. Kaplan, C.P.A., P.A.
Established in 1997 and based in Boca Raton, Florida, Gary M. Kaplan, C.P.A., P.A. is a certified public accounting firm serving individuals, families, and businesses. The practice holds licenses in Florida, New York, Maryland, Utah, and Washington, D.C., enabling it to handle multi-state work and to advise clients who maintain ties in more than one jurisdiction.
The firm’s services span personal and business tax preparation, year-round tax planning, and retirement planning with an emphasis on tax efficiency. It provides IRS audit assistance and representation, multi-state tax returns, business entity selection, cash flow projections, budget analysis, financial reporting, compilations, reviews, bookkeeping, payroll management, forensic accounting, and estate planning. A particular specialization is multi-state residency, including Florida residency matters that affect taxpayers relocating to or from the state.
Gary M. Kaplan brings more than 25 years of experience representing clients before the Internal Revenue Service. He is a Certified Specialist in Retirement Planning, a QuickBooks Certified ProAdvisor, and a member of the American Institute of Certified Public Accountants. The firm offers secure file sharing and remote support, allowing clients to work with the office without traveling in person, and notes a Better Business Bureau rating on its site.
Client testimonials describe the firm’s work in tax planning, analytical strategy, and clear communication of complex tax concepts. Named clients referenced on the site include Dell & Schaefer Law Firm, South Florida MasterCraft, HairMax, and Lawyer’s Project. The main office is located at 150 E Palmetto Park Road, Suite 800, Boca Raton, FL 33432, in Palm Beach County. Prospective clients can reach the practice at (866) 643-3560 or by email at contact@gkaplancpa.com, and the website outlines the firm’s full range of accounting and advisory offerings.