Services We Offer

The many services that David J. Kaplan & Associates, Ltd. provides their clients include:

Accounting

 

Monthly, quarterly and year-end accounting services include the preparation and or review of bank reconciliations, general ledger maintenance, and issuance of interim and year-end compiled financial statements.

Consulting

 

As a consultant to your business we can provide the independent assessment and analytical review for your company's financials and operations.

 

In many instances we serve as an extension to our client's management team in order to assist in preparing and reviewing budgets, forecasts, simulations as well as internal systems and controls.

Payroll Processing

 

Clients enjoy the benefit of payroll processing. Whether their payroll is weekly, semi-monthly or monthly, clients will receive full payroll support.

 

We team up with Intuit Online Payroll Processing for Accounting Professionals to offer state-of-the-art payroll processing services at a discounted monthly fee.

Income Tax Preparation

 

Whether your company is an LLC, LLP, "C" Corporation or "S" Corporation, we can prepare your income tax returns.

 

We can prepare tax returns for any taxpayer in the United States of America.

Merger & Acquisition Analysis

 

Business owners at some point will present their company for merge or acquisition. Whether such a transaction is to a second generation family member or an independent third party, we have the experience and knowledge to assist during this transition.

 

We have substantial experience in working with business owners in varying industries in assessing and valuing goodwill and other company assets.

We urge you to contact our office so that we may custom design a plan to meet your accounting, income tax and consulting needs.

 

Call today to learn more.

 

Florida Office: 727.877.6622


Maryland Office: 410.356.3136

Contact Us

35246 US Highway 19 N
Suite 338
Palm Harbor, FL 34684

Office: 727.877.6622
Fax: 888.856.3136

www.kaplantaxservices.com

© 2020 by Daivd J. Kaplan & Associates, Ltd.