Gary M. Kapan, C.P.A., P.A.

Reviews

• MM

  Michelle Mina

  Sep 12, 2016
  5.0
  I was very impressed by the quality of service I have received from Mr. Gary Kaplan, CPA. Gary is very meticulous, efficient and competent. He is relentless in getting things done right and on time. He knows the IRS policies like the back of his hand so the guidance he provides can be trusted. He did such a great job with my personal and business tax returns that I have engaged his services to help me in my business on a regular basis. I highly recommend Gary for anybody's tax and accounting needs. Michelle R. Mina, MD Board-certified, Physical Medicine and Rehabilitation and Interventional Pain Medicine
• KY

  kurt younker

  Apr 6, 2016
  5.0
  “I met Gary Kaplan in 2013 when I engaged him to complete a federal income tax return on a business entity that I own. We have continued our business relationship through the present, and I have found Gary to be efficient and responsive in all matters, and I feel that his fees are reasonable. In the fall of 2014 I had a situation with another business entity and accountant unrelated to anything Gary had previously been engaged. This involved the late filing of a federal tax return and tax payment by a few days, which the accounting firm involved had failed to inform me was due. Although this mistake was my responsibility, I was paying for professional tax preparation and representation, and I believe this also included proper notification on due dates. Fortunately I found the error myself and paid the obligation within days, and the firm rushed an extension notice out and worked to complete the return. Unfortunately this did not appease the IRS, which subsequently demanded $250,000 in penalties and interest, which was the maximum amount that could be charged. It quickly became apparent to me that the existing firm handling the tax work was not up to the task of helping me with this matter, so I started thinking about hiring a tax attorney. I also called Gary to get his opinion of the situation. Gary informed me that he had significant audit and other experience in dealing with the IRS, and offered his services in lieu of or in addition to hiring an attorney. After thinking about it, I determined that the facts of the case were pretty straightforward and there were a few extenuating circumstances, so I decided to hire Gary exclusively to represent me. The entire process took about one year, with Gary being involved for approximately 9 months. He was confident during the entire process, even as I was getting sick of the whole thing and willing to settle. His position was to win the case and not to settle until all other options had been exhausted. After two appeals the IRS ruled in my favor, and all penalties and interest charges were removed. Having gone through this process, it is clear that experience with the process matters, as the IRS is not the easiest organization to deal with for a lot of reasons. Gary’s experience was critical to winning this case, and his fees were reasonable and worth every penny! Based on my experience, I would highly recommend Gary Kaplan as a very qualified CPA for general accounting, tax and audit engagements. It has been a pleasure working with him and I intend to do so in the future.” – Kurt Younker
• CK

  Cynthia King

  Mar 5, 2016
  5.0
  I met Gary Kaplan in late January of 2016 and hired him to take care of my personal income tax returns. Overall, it was a very positive experience. I found Gary to be an extremely knowledgeable professional who provided me with a quality service in a timely manner. He thoroughly reviewed all of my information up front and asked appropriate questions to make sure he understood my situation. He took the time to listen to my concerns and was prompt in answering my questions. His cost structure was reasonable and well communicated and there were no financial surprises. Gary has a friendly demeanor and it was a pleasure doing business with him. I plan to continue using Gary’s tax services for years to come. I highly recommend Gary to any individual who needs a CPA. - Cynthia King, Lake Worth Florida
• AD

  Alex Dube

  Feb 9, 2016
  5.0
  Gary was very professional and I will continue to refer my compatriots to him.
• MK

  Marc Kaplan

  Jan 15, 2016
  5.0
  Gary has been my accountant and tax advisor for years. He provides me personal, professional, and prompt service. Gary represented me before the IRS regarding a tax penalty on my account and had it removed. I have confidence in his accounting and tax work, and I would recommend him to any individual or business to be their accountant and CPA.

Frequently Asked Questions About Gary M. Kapan, C.P.A., P.A.