Coral Springs · Parkland · South Florida · & Clients in All 50 States

Precision tax strategy and executive-level financial leadership.

CPA firm delivering strategic tax planning, IRS tax resolution, small business accounting, and CFO advisory — for business owners, real estate operators, physicians, and high-performing professionals in Coral Springs, Parkland, Broward County, South Florida, and across all 50 states.

Coral Springs, FL Office · CPA Licensed in NY & FL · Certified Tax Coach · 60+ Verified 5-Star Reviews

Our Advisory Framework

Three pillars. One integrated engagement.

Every relationship is built on the same foundation — calibrated to the depth and complexity of your business and personal financial life.

01 — Pillar

Strategic Tax Mitigation

Proactive, year-round positioning to reduce federal and state liability through deduction optimization, entity structuring, retirement strategy, and timing — not last-minute extensions.

02 — Pillar

Financial Visibility & Control

Clean books, monthly financial review, and clear interpretation of P&L, balance sheet, and cash position so you can lead from data — not from instinct.

03 — Pillar

Long-Term Wealth Optimization

Coordinated planning across entities, real estate, and investments — building enterprise value, succession readiness, and protected wealth across decades.

Aleksey Kaplan, CPA, CTC, CTP, CTS — Principal & Founder
About the Firm

Not a compliance shop. A strategic partner.

A Kaplan CPA was founded by Aleksey Kaplan — CPA licensed in New York and Florida, CFO, and triple-certified tax strategist — to deliver what most accounting firms cannot: integrated tax planning, financial oversight, and CFO-level advisory under a single, deliberate engagement.

We do not compete on price. We work with a controlled number of clients each year so every engagement receives the foresight, structure, and personal attention that measurable financial impact requires.

Read Our Story
Client Perspective

What our clients say.

★★★★★5.0 Verified client reviews
Five Engagement Packages

Five levels of partnership. Each carries forward everything in the one before it.

Every engagement begins the same way — a free review of your last two returns, where we tell you exactly what was missed in dollars. Start there →

Package One

Individual Taxpayer

$250/mo & up

High-earning professionals with no business interest.

  • Federal & up to three state returns
  • Annual tax projection
  • Quarterly estimated payments
  • Two planning calls a year
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Package Two

Small Business & Start-Up

$750/mo & up

Emerging owners building their first structure.

  • Everything in Package One
  • Monthly bookkeeping
  • Business return filed
  • Entity setup + EIN + S-corp election
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Package Four

Advanced Tax Planning

$3,950/mo & up

Operators who need strategies executed and the agency handled.

  • Everything in Package Three
  • Strategies implemented
  • IRS & state representation included
  • Multi-entity & multi-state planning
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Package Five

CFO Advisory

$5,950/mo & up

Multi-entity operators & high-net-worth families.

  • Everything in Package Four
  • Monthly CFO call
  • Cash flow forecast monthly
  • Family returns included
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Already have an IRS problem — lien, levy, back taxes, unfiled returns? That’s a separate engagement, not a package.

IRS Resolution →
Selective Engagement

Is your current CPA building your future — or just filing your past?

Every engagement begins with a private consultation to evaluate structure, identify inefficiencies, and determine the right level of partnership.

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