Staten Island, NY CPA Firm | Bundled Services Page | A Kaplan CPA, P.C.

Bundled Services

Holistic Approach: “Proactive” Tax and Accounting Packages

Don’t you wish that you could predict the future? While we cannot help you predict future, we can help you take the guesswork out of your financial situation. Our proactive tax and accounting packages allow individuals and business owners alike to utilize our services using reasonable, fixed monthly service fee, which will substantially reduce the annual “sticker shock” during the tax season. This fee will cover everything you need to plan your successful financial future while creating value and peace of mind you deserve.

We understand that each of our client’s situations is different and unique. As a result, we design our packages to be highly flexible that include services based on client’s specific situation.  We design our plans to be affordable and in most cases, it will pay for itself through the proactive tax planning services that are offered as part of all of the package.

At the very least, our plans include the tax preparation for individual and businesses and include proactive tax planning.  Our high-end all-inclusive plans allow you contact us with anything related to your financial goals and aspirations that will provide you with the greatest overall value.


Some of the benefits included but not limited to:

·         Maximized financial benefits due to proactive tax planning

·         Reduced sticker shock during tax time

·         Monthly or Quarterly financial reports for businesses

·         Review of financial reports for decision-making processes

·         At least two tax planning strategy sessions to adjust the tax plan to our ever-changing world

·         Priority handling of all of your requests

·         Priority access to our tax and accounting services teams

·         Have a question? Ask away, it’s all included

·         Most plans will pay for itself through the proactive tax planning

Just like we said numerous times before, “Your Financial Freedom Matters”, so please let us help you succeed. Do not delay and schedule your consultation today.


Book a Free Strategy Session With Me

At A Kaplan CPA, P.C., we've been serving the accounting needs of Staten Island, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

A Kaplan CPA, P.C.

4300 Hylan Blvd Suite 2F,
Staten Island, NY 10312
T: (718) 577-2582
F: (718) 709-4230
E: akaplancpa@gmail.com

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