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The Kaplan Group

The Kaplan Group

Reviews Summary

The Kaplan Group receives overwhelmingly positive feedback for their professionalism, efficiency, and success in debt recovery, with many clients praising their communication and results. However, a few negative reviews cite unprofessional behavior and disputes over debt validity, though these are far less common. Most reviewers highly recommend their services and would use them again.

About This Listing

Business Consulting
Financial Advisory
International Tax
Forensic Accounting
Mergers and Acquisitions

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

Business Consulting
Financial Advisory
International Tax
Forensic Accounting
Mergers and Acquisitions

Contact Information

Address

2250 King Ct UNIT 50

San Luis Obispo, California 93401

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

We had the pleasure of working with the Kaplan Group to collect past-due invoices from a particularly delinquent and difficult client. From start to finish, the team at Kaplan handled the matter with utmost professionalism and efficiency. They were proactive in their approach, kept us informed throughout the process, and communicated clearly every step of the way. Their fees were very reasonable, especially considering the great results they delivered. We are extremely satisfied with their services and high

Dean Kaplan and his team The Kaplan Group are fantastic, they are very knowledgably, professional and supportive throughout the collection process. I could not have asked for a better team/company to help us through our client collection issues.

Kaplan Group resolved a debt that I had been chasing for three years. They were totally professional and kept me informed at every stage. Sometimes you need someone else to approach the issue in a different way. They did that and negotiated a mutual agreement and payments have started to flow through.

The Kaplan Group helped my firm collect more than $13,000 that was owed to us by a former client. After almost a year of trying to resolve the issue on my own and getting nowhere, the Kaplan Group collected ALL of the money. I highly recommend them if you need collections help.

Being a leading provider of professional marketing services, I'm always surprised by the frequency that clients decide not to pay their invoices. Kaplan has been a trusted partner for us and been able to collect on our behalf in a professional and timely manner. They took the hassles of collections entirely off our plate and delivered. I would absolutely recommend them.

The Kaplan Group has been very professional and responsive, and the collection was done in record time. Dean and his team have been very efficient in collecting a debt from a non-paying client that we had almost given up on. We will certainly turn to Dean again if we happen to find ourselves with another non-paying client in the future.

We have been working with Kaplan for about 5 years now and have had a lot of success handing bad debts and even issues with unreturned consignment inventory. Kaplan is always professional and timely with communication. We are looking forward to this partnership as our business continues to grow.

The Kaplan Group helped us recover debt from a difficult client. They were always prompt in responding to emails/calls and kept us informed during the entire process. Would use them again if the unfortunate need arose.

Unprofessional collection practices. I provided documentation showing that I was not liable for the debt Steven Torres was claiming I was. I provided the contact for the billable party to Mr. Torres. Since the billable party cancel the product and license, he could not collect there, so he continues to threaten me with ligation. I filed complaints with BBB, CFPB, and State Attorney. I am now contacting Kaplan's client to make they're aware of the ill representation of The Kaplan Group. I will continue to fi

Our agency has worked with the Kaplan Group on two different collections matters and in both cases, they performed quickly and effectively, netting us the full payable amounts. They are true professionals.

I dont even want to put one star. very unprofessional and does not represent any valid client debt. Thinks they are owed for work not completed and this collection firm will not hear reason. Steven Torres is very irresponsible and does not represent well

We got our money within no time! very professional team and owner Dean is great and very helpful, I personally recommend them & I will be using them in near future! All the best to Kalpan Group!

Very professional. They recovered our debt very fast and we had the money in our account in a timely manner.

Extremely unprofessional. Would never do business with them. I would not recommend being associated with a company like this.

Excellent Communication and results we could not be more pleased...

Freddy Herbert baby!! The harrasment will stop.

Thanks for all the amazing help, Kaplan.

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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