Answers to the questions most owners ask first.

We are a boutique virtual CPA firm focused on three integrated services: proactive strategic tax planning, ongoing tax advisory, and outsourced CFO advisory.

We are not a once-a-year tax preparation shop. Every engagement is structured as an ongoing partnership designed to reduce tax liability, clean up financial reporting, and bring CFO-level decision support to owner-operated businesses and high-performing professionals.

A Kaplan CPA, P.C. is a fully virtual CPA firm. Aleksey is licensed in New York and Florida, and the firm serves clients in all 50 United States. Engagements are conducted entirely via secure video, encrypted document portals, and scheduled strategy calls — the same partner-level attention without geographic friction.

Traditional CPAs are reactive: they collect documents, file returns, and disappear until next year. Our model is proactive. Tax planning happens year-round, financial reporting is reviewed monthly or quarterly, and we deliver CFO-level decision support throughout the year.

We are also selectively engaged — we maintain a deliberately limited client roster to ensure every client gets direct partner-level attention from Aleksey, not handed off to a junior staff member.

We open a limited number of new engagement slots each quarter. Whether a slot is currently available depends on roster capacity at the time of your inquiry. The 60-second fit check is the fastest way to find out — qualified prospects see Aleksey’s real-time consultation calendar.

CPA (Certified Public Accountant): State-licensed accounting professional authorized to provide attest and advisory services. Aleksey is licensed in NY and FL.

CTC (Certified Tax Coach): Specialized designation from the American Institute of Certified Tax Planners focused on proactive tax mitigation strategies.

CTP (Certified Tax Planner): Advanced credential demonstrating mastery of court-tested and IRS-approved tax planning techniques across entity structuring, retirement, and family wealth strategies.

CTS (Certified Tax Strategist): Highest tier of proactive planning certification, focused on multi-year strategic tax positioning for business owners and high-income individuals.

Most CPAs hold only the base license. Holding all four designations places Aleksey in a small minority of CPAs nationally focused exclusively on proactive tax reduction rather than reactive compliance.

Yes. Every client engagement is led by Aleksey personally. Strategy sessions, tax planning calls, and quarterly advisory meetings are conducted by him directly. The firm is intentionally structured to keep capacity controlled so that partner-level access remains the standard, not the exception.

Advisory I (starting at $1,950/month) — Built for disciplined professionals and emerging business owners who need structured tax management and annual strategy.

Advisory II (starting at $3,950/month) — For established operators who need integrated tax planning combined with monthly financial oversight and quarterly strategic advisory.

Private Advisory (starting at $5,950/month) — Reserved for multi-entity operators and high-net-worth families who need CFO-level partnership, advanced cash flow forecasting, and acquisition or exit modeling.

The fit check on our qualify page will help us recommend the right starting tier based on your business stage and current needs.

We do not offer standalone tax preparation as a service. Return preparation is included inside every engagement tier, but the strategic planning and advisory work is what justifies the relationship. Clients looking purely for return filing without ongoing planning are typically better served by a traditional preparer — and we’ll say so candidly.

Yes. Many of our long-term clients begin in Advisory I and move up as their entities, revenue, or complexity grow. Tier reviews happen during each annual renewal, and we’ll proactively recommend a move up (or down) when the work and value warrant it.

In Advisory II and Private Advisory, we provide bookkeeping oversight — meaning we review, clean up, and validate the work done by your internal team or external bookkeeper to ensure the financials are accurate and tax-ready. If you don’t have a bookkeeper, we can provide bookkeeping as a coordinated add-on. Advisory I clients are generally expected to maintain their own books or use an outside bookkeeper.

Cadence varies by tier:

Advisory I: Annual strategic tax review, year-end tax projection meeting, and quarterly check-ins by request.

Advisory II: Quarterly strategic advisory sessions plus monthly financial statement review touchpoints.

Private Advisory: Monthly CFO advisory cadence with ongoing email and phone access for transactional decisions.

Yes. Active engagement clients receive IRS notice response and routine examination support as part of their ongoing service. Complex audit representation or tax resolution work involving significant balances may be scoped as a separate engagement, but our objective is always to keep clients well-positioned enough that these events are rare.

We are platform-agnostic but most of our clients use QuickBooks Online or Xero. For Advisory II and Private Advisory engagements, we’ll typically conduct an initial books cleanup and chart-of-accounts reset as part of onboarding so we have a reliable foundation to build planning on.

Our fees reflect a fundamentally different service. We are not selling a tax return — we are providing year-round strategic tax planning, monthly or quarterly advisory, ongoing financial oversight, IRS notice response, advisor coordination, and CFO-level decision support.

Most of our clients save several multiples of their annual fee in taxes alone in the first 12 to 24 months. Said simply: we are priced as an investment in keeping more of what you earn, not as a commodity preparation fee.

Each tier has a published minimum monthly investment. The actual engagement fee is set based on the complexity of your business — number of entities, transaction volume, complexity of your tax situation, real estate holdings, equity compensation, and the scope of CFO work involved. You’ll receive an exact written quote after the private consultation — no surprises and no pressure to proceed.

For clients moving over from another CPA where the books and structure are already in reasonable shape, no separate setup fee applies. For clients who need entity restructuring, multi-year cleanup, or extensive books reconstruction, an onboarding investment is scoped separately so the ongoing monthly fee stays predictable. Either way, you’ll know the number in writing before you commit.

For business clients, the portion of fees attributable to business tax planning, bookkeeping, and CFO advisory is generally deductible as an ordinary and necessary business expense. We’ll allocate appropriately on your books. (This is general information, not personalized tax advice.)

Engagements are written on an annual basis and billed monthly. This is intentional — proactive tax planning is inherently a year-round discipline, and the ROI of our work compounds over 12+ months, not a single quarter. Engagements are reviewed and renewed annually.

Monthly engagement fees are billed via automated ACH or credit card on file. Project-based work and onboarding fees are billed up front. We do not accept cash.

Because we operate with a controlled client roster, every consultation begins with a brief confidential fit assessment. It is five short multiple-choice questions and takes about sixty seconds. The questions help us understand your business stage, income level, and what you are looking to accomplish.

Qualified prospects receive immediate access to Aleksey’s scheduling calendar. Those who are not yet a fit are pointed to our DIY tools and resources so they leave with value either way.

Take the fit check →

You’ll be invited to book a private 30 – 45 minute consultation directly on Aleksey’s calendar. The consultation is confidential and there is no fee. During the call we’ll review your current structure, surface inefficiencies and opportunities, and assess mutual engagement fit. If we agree to proceed, you’ll receive a written proposal within a few business days.

Once an engagement letter is signed, onboarding typically begins within one to two business days. Tax planning work begins immediately. Full transition from a prior CPA (document handoff, books reconciliation, system access) is usually complete within 30 days.

Onboarding typically requires:

• Last 2 – 3 years of personal and business tax returns
• Most recent year-end financial statements (P&L and Balance Sheet)
• Entity formation documents and prior-year K-1s if applicable
• Read-only access to your accounting software
• A list of related-party entities, real estate holdings, and equity compensation (if any)

You’ll receive a secure portal link with a clean document checklist at engagement.

Not at all. We have onboarded many clients mid-year. We’ll review the most recent return to surface missed planning opportunities, evaluate amendment potential where the dollars justify it, and immediately begin strategic positioning for the current tax year. The earlier in the year we start, the more levers remain available — but meaningful work is possible at any point.

Ideally on January 1. Effective tax mitigation requires positioning decisions made during the year — entity elections, retirement plan contributions, equipment timing, owner compensation structure, and so on. By the time April arrives, most of the meaningful opportunities have already closed.

That said, mid-year and Q4 engagements still produce substantial savings; we simply work with the remaining levers available.

Absolutely. All client information — including the fit check itself, consultation discussions, and engagement details — is held in strict professional confidence. We use encrypted document portals, secure video, and do not share or sell client information under any circumstances.

Visit our Shop for DIY tax planning and financial templates, or follow the firm on LinkedIn for ongoing strategy content. When the business reaches the right stage, the fit check is always available.