Elliot L Kaplan CPA PC
Elliot L Kaplan CPA PC

Elliot L Kaplan CPA PC

Offers remote services
Offers remote services
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Introduction: I am a Certified Public Accountant for over 35 years. I was with major firms and have my own practice for over 30 years. I am a licensed CPA in both New York and New Jersey. I am very focused on quality and do not cut corners. Many accountants are cheaper but I take the time to know who you are, learn about your requirements and needs to prepare solutions for you. I can handle all your tax needs, whether it is personal, business or estate. I have extensive experience in financial planning. I can assist you in both your retirement plans and personal financial situation. I can help you with tax advantaged accounts to maximize your savings. I have a portal set up for my clients for them to send me documents 24/7, which is secure so you don't have to worry about anyone getting your personal or business information. I have a wide range of clients all over the USA. I look forward to hearing from you.
Overview

Background checked

License verified

2 employees

35 years in business

Payment methods

Cash, Check, PayPal, Venmo, Zelle

Reviews

Customers rated this pro highly for work quality, value, and professionalism.

5.0

1 review

5
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David E.

Elliot is one of the most professional CPA's I have worked with. He takes the time to listen to my issues and then gives me options in a manner that I can comprehend. His work is second to none. He leaves no stone unturned. The quality equates to great value.
Aug 29, 2021
Credentials
License

License Type: CPA – Certified Public Accountant (NY)

License verified on 8/20/2021

License

License Type: CPA - Certified Public Accountant (NJ)

License verified on 9/12/2021

Background Check

Elliot Kaplan

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    I base my pricing on an estimate of how much time I think the return will take. My minimum charge for a personal tax return is $250, which changes due to the type of additional services required (such as Schedule C or E) would be more costly.

  • What is your typical process for working with a new customer?

    I can discuss your needs in person or telephone. If you want to go ahead and have me work on your returns, I have a portal that I would set up and you will be able to securely place documents. For preparation of returns either business or personal I would want to have you forward the last return you filed. This gives me an idea of what you need and also gives me important information to help me prepare your returns accurately. When you place them in the portal I am notified via email that you placed them in the portal. You will also be notified when I place documents in the portal for you.

  • What education and/or training do you have that relates to your work?

    I have a Bachelors of Science from the State University of NY at Buffalo. I am a Certified Public Accountant in both New York and New Jersey. I take 40 credits of Continuing Professional Education (CPE) every year.

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