Strategic Tax · Private Advisory · CFO Services

Precision tax strategy and executive-level financial leadership.

For business owners, operators, and high-performing professionals who require foresight, structure, and measurable financial impact — not reactive filing.

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Our Advisory Framework

Three pillars. One integrated engagement.

Every relationship is built on the same foundation — calibrated to the depth and complexity of your business and personal financial life.

01 — Pillar

Strategic Tax Mitigation

Proactive, year-round positioning to reduce federal and state liability through deduction optimization, entity structuring, retirement strategy, and timing — not last-minute extensions.

02 — Pillar

Financial Visibility & Control

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

03 — Pillar

Long-Term Wealth Optimization

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

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

About the Firm

Not a compliance shop. A strategic partner.

A Kaplan CPA was founded by Aleksey Kaplan — CPA licensed in New York and Florida, CFO, and triple-certified tax strategist — to deliver what most accounting firms cannot: integrated tax planning, financial oversight, and CFO-level advisory under a single, deliberate engagement.

We do not compete on price. We work with a controlled number of clients each year so every engagement receives the foresight, structure, and personal attention that measurable financial impact requires.

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