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.
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
Every relationship is built on the same foundation — calibrated to the depth and complexity of your business and personal financial life.
Proactive, year-round positioning to reduce federal and state liability through deduction optimization, entity structuring, retirement strategy, and timing — not last-minute extensions.
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.
Coordinated planning across entities, real estate, and investments — building enterprise value, succession readiness, and protected wealth across decades.

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 StoryEvery 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 →
High-earning professionals with no business interest.
Emerging owners building their first structure.
Established owners who suspect they are overpaying.
Operators who need strategies executed and the agency handled.
Multi-entity operators & high-net-worth families.
Already have an IRS problem — lien, levy, back taxes, unfiled returns? That’s a separate engagement, not a package.
IRS Resolution →Every engagement begins with a private consultation to evaluate structure, identify inefficiencies, and determine the right level of partnership.
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