At A Kaplan CPA, we use our unparalleled training as a Certified Tax Coach to save successful small business owners, entrepreneurs, doctors, and professional athletes thousands of dollars in taxes every year. We know how to identify special tax credits, uncover hidden deductions, and leverage little-known loopholes to significantly reduce your tax obligations so you pay less taxes.
How can we do this for YOU? When you schedule your free consultation, we’ll examine your finances and design a proactive Tax Strategy to reduce your overall tax burden. Our methods are legal, ethical, easy to implement, and incredibly effective for people making over $250,000 a year. As a special thank you for scheduling your consultation, we’ll give you our book, Writeoffs to the Rescue* as our gift.
*The free book offer is limited to successful business owners and high net worth individuals who fit our target audience.
I am serial entrepreneur that specializes in helping other entrepreneurs be more successful by growing their business, through advisory and coaching services that enables all my clients to make AND keep more of their hard earned money.
To me, "Your Financial Freedom Matters!" and love seeing my clients be successful and enjoy the fruits of our hard labor for many years to come...
I recently worked with a client that struggled with understanding of where the business income was spent on. On paper, business was making healthy income, however in reality, the business was losing money. By working together, we were able to identify the areas that needed immediate attention. After working with the client for about 12 months, we were able to change things around and improve the overall operational processes. Now, the client is not only profitable on paper, he is making substantial amount in income that affords him to travel across the world with his family for months at a time without having him spending much time on running his business.
As a serial entrepreneur that has started, acquired, sold, merged and continue operating my own businesses, I can relate to my clients on more levels than anyone who has not had the privilege and a curse of being an entrepreneur.
As a Certified Public Accountant, Certified Tax Coach, Certified Tax Planner, and Certified Tax Strategist who is also, fractional Certified Chief Financial Officer, give me the ability to be the trusted advisor to all my clients.
I understand and certainly relate to all the struggles of being a business owner, but more so, I understand HOW to become successful business owner and continue to grow the business and keeping it to be successful.