About the Firm

Built for operators who treat their finances like the asset they are.

A Kaplan CPA was founded in 2010 on a simple premise: most business owners deserve more than a tax preparer. They deserve a strategic partner.

Aleksey Kaplan, CPA, CTC, CTP, CTS — Principal & Founder
Principal & Founder

Aleksey Kaplan, CPA

CFO · CTC · CTP · CTS

Aleksey founded A Kaplan CPA, P.C. in 2010 to bring institutional-grade tax strategy and CFO-level advisory to the business owners and professionals who had outgrown traditional accounting firms but were not yet served by Big Four advisory pricing.

A Certified Public Accountant licensed in both New York and Florida, he holds the triple distinction of Certified Tax Coach (CTC), Certified Tax Planner (CTP), and Certified Tax Strategist (CTS) — designations earned by a small minority of CPAs nationally and dedicated to proactive, year-round tax mitigation rather than reactive filing.

Before founding the firm, Aleksey served as President and CFO of a Brooklyn-based title insurance agency and as Executive Director and CFO of a multi-location childcare operation. That operator’s perspective — built from inside the businesses he now advises — is the foundation of how the firm approaches every engagement: as a partner who has sat in your seat.

He is a graduate of Brooklyn College, City University of New York, and serves clients across the United States from the firm’s Parkland, Florida office.

CPA
Licensed NY & FL
CTC
Certified Tax Coach
CTP
Certified Tax Planner
CTS
Certified Tax Strategist
CFO
Certified CFO
2010
Firm Founded
Engagement Philosophy

What we prioritize.

The principles that shape every engagement, every quarter, every decision we make on behalf of a client.

01

Proactive Tax Mitigation

Year-round positioning — not April reactions.

02

Structural Clarity

Clean books, clean entities, defensible documentation.

03

Long-Term Enterprise Value

Decisions that compound — valuation, succession, exit.

04

Strategic Coordination

Alignment across attorneys, advisors, and insurance.

05

Controlled Capacity

A limited client roster ensures personal attention.

06

Measurable Impact

Outcomes you can quantify, not vanity metrics.

07

Operator’s Perspective

Advice grounded in real business experience.

08

Discretion & Trust

Quiet professionalism. Confidential by default.

Who We Serve

The clients we work best with share a common mindset.

We are deliberately not for everyone. Our practice is designed for owners, operators, and high-performing professionals who want a CPA relationship that operates more like a fractional CFO and trusted advisor than a once-a-year filing service.

Most of our clients run profitable operating businesses, hold multiple entities, own income-producing real estate, or are positioning toward a liquidity event. They expect proactive thinking, clean reporting, and a partner who returns calls.

  • Profitable business ownersService firms, professional practices, agencies
  • Real estate operatorsHoldings, syndications, short-term rental portfolios
  • Multi-entity entrepreneursHolding companies, operating LLCs, related-party structures
  • High-income professionalsPhysicians, attorneys, executives with equity comp
  • Founders approaching exitAcquisition, succession, valuation preparation
  • High-net-worth familiesMulti-generational planning, family office structuring
Client Perspective

What clients say.

★★★★★5.0 186 verified reviews · 4.9/5
Selective Engagement

Begin the conversation.

Every relationship starts with a private consultation. We’ll review your current structure, identify inefficiencies, and determine whether our engagement model is the right fit.

Schedule a Consultation