David Caplan, CPA

Experienced Guidance for Your Financial Success

Founded by David Caplan, CAPLAN CPA offers personalized, comprehensive accounting and tax services to individuals and small businesses. With over 40 years of industry experience, David provides tailored guidance and support to navigate your financial journey with confidence.

Individuals

• Tax planning and filing
• Personal financial guidance
• Financial statement analysis
• Retirement planning
• Estate planning

Businesses

• Financial statement preparation
• Tax compliance consulting
• Business valuation
• Operational efficiency analysis
• Mergers and acquisitions support

A Client-Centered Approach

At CAPLAN CPA, we believe in building lasting client relationships. We take the time to understand your unique needs and goals, offering tailored solutions and open communication throughout the process. We leverage technology and industry expertise to deliver efficient and accurate results.

Our Values

• Integrity: We adhere to the highest ethical standards, upholding professionalism and confidentiality in every engagement.
• Client-Focused: Our clients are at the heart of everything we do. We prioritize personalized service and open communication.
• Expertise: We stay abreast of industry trends and regulations to provide insightful guidance and solutions.
• Transparency: We believe in clear and concise communication, providing clients with regular updates and clear explanations.

Client Testimonials and Resources

David Caplan has addressed a wide range of client inquiries on various financial topics, providing helpful answers and guidance. These resources are available on our website for your convenience. We encourage you to explore the 'Q & A Resources' section to learn from the experiences of others and find relevant information about financial planning and tax obligations.

Contact Us Today

For personalized guidance and a comprehensive assessment of your financial situation, contact CAPLAN CPA today. We look forward to collaborating with you on your journey towards financial success.