Full-service accounting and consulting firm offering tax, accounting, financial planning, and bookkeeping services to individuals and medium-sized businesses since 1973.
Since 1973, Steven M. Kaplan, CPA, P.C. has served hundreds of individuals and small to medium-sized businesses with highly personalized tax, accounting, and financial advice.
The firm offers a full range of services including bookkeeping, accounting software selection, accounting services, estate & trust tax preparation, tax services, financial forecasting, sales tax services, IRS and state/local representation, retirement planning, financial statements, tax planning, payroll tax services, and financial planning. The firm is known for forming rewarding business relationships through affordable fees and client referrals.
Personalized tax and financial advice
Affordable fees
Client referrals as primary growth source
Full range of services under one roof
Services
Bookkeeping/Write-Up
Full-charge bookkeeping services including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.
General journal maintenanceSubsidiary ledger maintenanceBank reconciliationReceivables trackingPayables tracking
Accounting Software Selection & Implementation
Assistance in selecting and implementing accounting software packages to streamline business operations.
Software selectionImplementation supportTraining
Accounting Services
Comprehensive accounting services including receivables, payables, and payroll management, with financial statements prepared per GAAP.
Do My Dependent Children Have to File Their Own Tax Returns? +
If you have dependent children, you likely need to list them on your annual tax return. However, your children may also be required to file their own tax returns depending on their income level and other factors.
Why Does My Tax Liability Change Every Year? +
Tax liability varies annually due to changes in income, deductions, credits, and tax law updates, which can affect the amount of tax owed or refunded.
What Are Real Estate Investment Trusts (REITs), and How Is REIT Income Taxed? +
REITs are companies that own, operate, or finance real estate to generate income. REIT income is generally taxed as ordinary income to the shareholder, with some deductions available.
How Health Insurance Matters Can Affect Your Taxes? +
Health insurance premiums, especially those paid with pre-tax dollars, can reduce taxable income, and certain medical expenses may be deductible if they exceed a percentage of adjusted gross income.
Gross, Adjusted Gross and Taxable Income – What They Are and How They Affect Your Taxes? +
Gross income includes all income sources. Adjusted Gross Income (AGI) is gross income minus specific deductions. Taxable income is AGI minus standard or itemized deductions and exemptions, determining the amount subject to tax.
What Are the 9 Costly Tax Mistakes People Make with Self-Employment Income? +
Common mistakes include failing to pay estimated taxes, improper expense tracking, incorrect depreciation methods, neglecting recordkeeping, overlooking deductions, misclassifying workers, ignoring tax deadlines, underestimating tax liabilities, and not planning for tax payments.
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