Gary M. Kaplan, C.P.A., P.A.

Gary M. Kaplan, C.P.A., P.A.

Reviews Summary

Gary Kaplan receives overwhelmingly positive reviews for his expertise, professionalism, and meticulous attention to detail. Clients praise his deep knowledge of tax laws, ability to handle complex filings, and responsiveness. Many highlight his success in resolving IRS issues, reducing liabilities, and providing clear guidance. While most commend his efficiency and client-focused approach, a few criticize his phone demeanor and pricing. The consensus is that he is a highly skilled, reliable CPA, particularly valued for tax planning, audits, and business accounting. Negative feedback focuses on perceived rudeness or cost concerns, but these are rare compared to the widespread acclaim.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Freelancers
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Freelancers
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Multi-state Experience

Contact Information

Address

150 E Palmetto Park Rd #800

Boca Raton, Florida 33432

Hours

Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours
Sunday Open 24 hours

Customer Reviews

I've been working with Gary for many years, and I can't recommend him highly enough. He has consistently handled all of my tax matters with the utmost professionalism and attention to detail. His expertise and thorough approach give me confidence and peace of mind every tax season.

As a small business owner, it?s crucial to have someone like Gary on your side. He?s helped me navigate the complexities of tax filings and provided invaluable advice on financial planning. His attention to detail and dedication to his clients are truly exceptional.

I own a vast commercial real estate portfolio, and Gary has been my go-to expert for all my accounting needs. His expertise and thoroughness are unmatched, and I fully trust him to manage the complexities of my finances. Gary's professionalism and dedication make him an invaluable part of my business.

Gary is the kind of accountant every business owner needs. His deep knowledge of tax regulations and financial planning has made a significant impact on my company?s growth. He?s approachable, responsive, and always provides clear, practical advice.

I?ve worked with several accountants over the years, but Gary stands out for his professionalism and commitment to his clients. He has handled everything from tax planning to financial strategy for my business with precision and care. I highly recommend his services.

Gary has been invaluable in helping me navigate sales tax issues for my business and getting everything set up with QuickBooks. He's knowledgeable, efficient, and a pleasure to work with. I couldn't have done it without his expert guidance.

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 a

My wife and I moved from NY to Florida last year. Our taxes were complicated given the move, new jobs, new house, and a new child. Gary was very knowledgeable, efficient, and proficient. He completed our tax returns in a timely manner and saved us a lot of money. I highly recommend Gary Kaplan without reservation, and will continue to use him for my tax and retirement planning!

Changing accountants is not easy and can be stressful. Gary made the transition a pleasure which also made it painless. His knowledge of the tax code is apparent and as good as you'll find. Gary is very helpful, a client advocate and met all expectations. If you want something done one time, you can count on Gary. We agreed on a plan, then he walked me through the process step by step to ensure everything was crystal clear and complete. I would not hesitate to recommend Gary Kaplan.

Me and my husband are so grateful to have found Gary!! He is a life saver!! It?s such a pleasure working with him. He is fast, reliable and always responsive. He is very knowledgeable and knows what he is talking about. If you are looking for a great CPA, I highly recommend Gary!!

Gary did a great job of managing my and my fianc?'s 2020 tax returns. He was very responsive and communicative, and answered all questions we had in great detail. I highly recommend using Gary for his services.

Gary is exceptionally thorough. For 2017, it was my first year married, first year working as a Realtor and first year selling a home. Therefore, I had a lot of questions! Gary answered them all and completed our return quickly. He doesn't play games like so many of these others you can hire. Gary knows the laws in and out, forwards and backwards. He's also friendly and explains things in terms the average person can understand! Very happy with his service.

I have known Gary M. Kaplan, C.P.A. for the past five years, since I first asked him to take care of my personal income tax returns. I have found Gary to be a very knowledgeable, thorough, and extremely competent and professional tax preparer, and have been very pleased with his performance, his attention to detail, and his promptness in working on and completing the work required to submit the tax return on a timely basis. Also, Gary is a very nice guy, easy to talk to, and to discuss public affairs, my

This is my first experience with Gary M Kaplan. He was very professional and extremely welcoming and informative. His knowledge and expertise with taxes is exceptional. Even my situation, which my wife and I considered very confusing, Gary glided through with ease. He answered all of our questions and gave us advice which we will apply to future returns. I am more than pleased with the service here and would give more than 5 stars. I would recommend Gary Kaplan to family and friends, and already have.

I have worked with Gary for a number of months now after bringing my UK business onto US soil to trade and expand. Gary has been fantastic on many levels. Gary has 1st class interpersonal skill, 1st class investigatory skill and is above all else a 1st class C.P.A. I feel that my company and its employees are safe in his hands and I would recommend him to anyone reading this review.

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. Michell

I was happy and completely satisfied working with Gary. Through his efforts and guidance he was able to reduce a very difficult IRS audit and tax liability owed amount by almost 90%!! His ability to navigate through my difficult tax situation, understand its complexities and suggest changes in the presentation as well as adding additional support helped secure my large reduction in taxes. Thank you Gary!

Gary is a professional & is easy to work with. I've been doing my own taxes for years up to the point where my situation changed. This put me in a quandary. I simply didn't have the knowledge to complete the many forms required to file. Thanks to Gary my taxes are complete. He might be a little pricey but he's worth it.

Over charging and always finding ways to get more money from you total scam I never had someone charge me what this thief charged me in one tax year. Stay away, even though he is praised by people, they are probably close friends and relatives. The only thing he is good at is draining your bank account thanks for taking advantage of me?.

Gary represented my husband and I during a difficult IRS audit and was able to cut our debt down more than half! We were very pleasantly surprised and are continuing to use Gary for all of our future accounting needs. This guy knows his stuff!

?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 d

I could not be happier with the service I received from Gary. He was extremely thorough and assisted me with any questions or concerns I had along the way when processing my returns. He will be my go-to CPA and is a pleasure to work with. I highly recommend using him for all your tax needs.

My spouse and I moved from Washington, DC to Florida in mid-2016. We had a complicated tax filing due to living and working in DC, Maryland and Florida, as well as my LLC and my new spouse?s income taxes. Gary was able to sort it all out with speed, accuracy and professionalism. We are grateful for the services he gave my company and for our personal taxes as well.

Just moved ? Tax season looming ? needed a local CPA to do Federal and prior State?s tax returns - lots of searching on internet ? found Gary Kaplan ? Thank Goodness - We knew we were cutting it close to the dreaded ?dead line? and without hesitation he took us on as new clients. I could make this a very long story but won?t ? here is the long and sort. Due to Covid19 everything required interaction via phone and computer. The site is secured and very easy to use. When I send information I knew he had seen

My husband and I have been using Gary Kaplan for years and are very happy with his attention to detail and services.

Gary Kaplan provided incredible service helping me with important tax issues. Gary was extremely responsive and completed the work thoroughly and expeditiously. I would recommend Gary Kaplan to anyone.

I give my highest recommendation to Gary Kaplan, CPA. Recently, I had an issue arise from the work of another CPA. Gary handled the matter quickly, but more important than that, it was done correctly. Gary has earned my future business due to his efficiency and his superior quality. Michael D. Cook, PA-C

Gary handles all of my personal tax matters for the past 15 years and has been great to work with.

Gary expertly guided, and gently nudged me through the ordeal of having to file a few years of taxes at one time. I imagined a nightmare and instead got Gary and expert service and advice. I'm happy it's all over and really happy I chose Mr Kaplan to see me through it!

I was very pleased with Gary's attention and service in the preparation of my (not so straightforward) tax returns. He is clear, to the point, and very diligent. Happy to have him as my accountant.

Gary has been fantastic. He is constantly keeping me updated and is extremely knowledgeable. I highly recommend him to anyone in need of his services.

Mr. Kaplan is very detail oriented, thorough and explains everything until you understand the work that he has done. He is very nice and very patient. He encourages you to ask questions to get the full understanding. I highly recommend Mr. Kaplan, CPA, PA for Income Tax services and Accounting services. My situation was sensitive and Mr. Kaplan was very professional and understanding.

One ?? is way too good of a rating , Thief !!! Worst experience I?ve ever had with an accountant !!! He?ll see what you have in your account and take as much as he can with charging you for nonsense, call after call talking about the same thing he already charged you for !! BEWARE.

Working with Gary was a pleasure while he fixed my tax issues. Great work and very thorough. I highly recommend.

A friend of mine referred me to Gary Kaplan. I received a failure to file notice from 2013 and was in a panic. Gary helped to resolve the issue quickly and accurately. Thank you!

I called him to discuss him becoming my CPA for both personal and business. He was very rude on the phone. I cant speak for or against his CPA capability but I can say he was severely lacking in professional behavior on the phone.

Mr. Kaplan is a consummate professional with years of knowledge and experience. I highly recommend his services and expertise..

Great all around, am a difficult to work with being short tempered but Gary always found a way to talk me through it and fix the situation

Gary is professional, fast and accurate. Couldn't have asked for an easier experience!

Extremely rude over the phone.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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