Coral Springs · Parkland · South Florida · Now Accepting 2026 Engagements

Stop overpaying. Start strategizing.

Coral Springs & Parkland 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 who are tired of reactive tax preparation and ready for proactive tax mitigation and CFO-level financial leadership. Serving Broward County, South Florida, and clients in all 50 states.

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◆ Coral Springs Office · CPA NY & FL

◆ CTC · CTP · CTS Certified

◆ 60+ Verified 5-Star Reviews · All 50 States

◆ Controlled Client Roster

The Difference

Most CPAs file. We strategize.

You don’t need another tax preparer. You need a strategic partner who is thinking about your tax position 365 days a year.

Traditional CPA Firm

Reactive — you only hear from them in March
Files returns; charges by the form
Sees your finances once a year
Generic tax positioning, missed opportunities
No insight into your business performance
Surprise tax bills every April
You’re one of hundreds of clients

A Kaplan CPA

Proactive year-round tax mitigation strategy
Structured monthly engagement at a defined investment
Monthly financial visibility and review
Personalized strategies built around your structure
CFO-level interpretation of your numbers
Year-end projections — no surprises
Controlled roster — every client matters

Advisory Framework

Three pillars. One integrated engagement.

Every engagement integrates the same foundation, calibrated to the complexity of your business and personal financial life.

01 — Pillar

Strategic Tax Mitigation

Proactive year-round positioning — deductions, entity structure, retirement, timing — to reduce federal and state liability.

02 — Pillar

Financial Visibility & Control

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

03 — Pillar

Long-Term Wealth Optimization

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

Client Perspective

Real outcomes, real partners.

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Google ★★★★★5.0 Verified client reviews

Engagement Packages

Five levels of partnership.

Each package carries forward everything in the one before it. You start where your business is today, and move up as complexity and stakes grow.

How Every Engagement Begins

Free review of your last two tax returns. We tell you, in dollars, what your prior preparer missed — before you decide anything.

Package One

Individual Tax Preparation

$250 starting /mo

Entry level. W-2 individuals & simple filers.

Federal & state 1040 preparation
Year-end tax projection
IRS notice guidance
Free 2-return review at intake

See Details

Package Two

Small Business Tax & Bookkeeping

$750 starting /mo

Owner-operators & small businesses.

Everything in Package One
Monthly bookkeeping
Business return (1120-S / 1065 / Sch C)
Quarterly estimated tax planning

See Details

Where Planning Begins

Package Three

Strategic Tax Planning

$1,950 starting /mo

Established operators ready for tax reduction.

Everything in Package Two
Proactive tax reduction strategy
Entity & S-corp comp optimization
Retirement plan design
Real estate & depreciation strategy

See Details

Package Four

Integrated Financial Oversight

$3,950 starting /mo

Operators optimizing performance.

Everything in Package Three
Monthly financial statement review
Quarterly strategic sessions
KPI tracking & owner comp modeling

See Details

Package Five

Family Office & CFO Partnership

$5,950 starting /mo

Multi-entity operators & HNW families.

Everything in Package Four
CFO-level strategic advisory
Multi-entity structuring
Cash flow forecasting
Acquisition & exit modeling

See Details

Already Have an IRS Problem?

IRS resolution is a separate engagement outside the package ladder. If you have received a notice, been assessed a balance, or are facing collection action — call directly.

Call (877) 375-8683 Learn More

Need the full breakdown? View detailed package descriptions →

Principal & Founder

Aleksey Kaplan, CPA

CFO · CTC · CTP · CTS

Aleksey founded A Kaplan CPA in 2016 to bring institutional-grade tax strategy and CFO-level advisory to operators who had outgrown traditional accounting firms but were not yet served by Big Four pricing.

A CPA licensed in both New York and Florida, and a graduate of Brooklyn College, he holds the triple distinction of Certified Tax Coach, Certified Tax Planner, and Certified Tax Strategist — designations held by a small minority of CPAs nationally.

Before founding the firm, he served as President and CFO of a Brooklyn title agency and as Executive Director and CFO of a multi-location childcare operation. That operator’s perspective shapes how he advises every client.

Read Full Bio

10+

Years Trusted Service

Professional Certifications

100%

Personal Engagement Reviews

States Served Virtually

Frequently Asked

What clients want to know.

How is this different from my current CPA?

Traditional CPA firms operate on a compliance model — they prepare and file your returns once a year. Our model is built around proactive tax mitigation, monthly financial oversight, and CFO-level strategic input on an ongoing engagement basis. You’re not paying for forms — you’re paying for ongoing strategy and measurable outcomes.

Do you work with clients outside of Florida?

Yes — we are a fully virtual CPA firm serving clients across all 50 States. We coordinate seamlessly via video, secure document exchange, and structured monthly cadence regardless of where you’re located.

What’s the right package for me?

Use the qualification questionnaire on our Qualify page and we’ll recommend a starting package in about 90 seconds. As a general guide: Package One ($250/mo) fits W-2 individuals; Package Two ($750/mo) fits small business owner-operators; Package Three ($1,950/mo) is where proactive tax planning begins for established operators; Package Four ($3,950/mo) is our most common package for operating businesses with revenue above $500K; and Package Five ($5,950/mo) is built for multi-entity operators, real estate portfolios, and high-net-worth families.

Do I have to start at Package Three or higher to work with you?

No. We opened Package One ($250/mo) and Package Two ($750/mo) so individuals and small business owners can access the firm at a stage that fits their needs. Every package includes the free review of your last two returns at intake — and every package builds toward the next as your situation grows.

How quickly can you onboard a new client?

Once we’ve confirmed mutual fit and signed an engagement letter, onboarding typically takes 2 – 4 weeks depending on tier complexity. We maintain a controlled new-client roster to ensure each engagement receives the attention our model requires.

Do you handle tax resolution or IRS issues?

For existing clients, yes — IRS notice review and response guidance are included in every tier. For prospective clients with active IRS or state tax resolution matters, we evaluate those situations during the consultation.

Is the monthly fee really “starting at”?

Yes. Final investment depends on entity count, transaction volume, complexity of personal returns, and depth of advisory required. Final scope and investment are confirmed in writing after the structural evaluation — no surprises, no hidden fees.

Begin

Schedule a private consultation.

The first conversation is confidential, complimentary, and designed to determine whether our engagement model is the right fit for your business and goals.

Phone

(877) 375-8683

Email

aleksey@akaplancpa.com

Office

Virtual CPA Firm · Licensed NY & FL · Serving all 50 States

Engagement Inquiry

Tell us about your business. We respond personally within one business day.