A Kaplan CPA PC-We help Professional Entrepreneurs attain Financial Success

05/29/2026

Underreported income and math errors are key mistakes that can trigger an audit from the IRS. Having your taxes prepared by a professional can significantly reduce this risk.

The IRS is constantly looking for a reason to audit you. There are several red flags that can identify your tax return as one that needs additional attention. Knowing these indicators can help you avoid the unwanted scrutiny.

05/28/2026

Shop items by AKaplanCPA.

05/28/2026

🚨 IT'S LIVE — and the first 50 people get HALF OFF.

After years as a CPA building spreadsheets, planners, and templates for clients, I finally put them on Etsy.

👇 One click and your 50% off is already applied:
https://akaplancpa.etsy.com?coupon=LAUNCH50

Inside:
📊 Budget & cash flow spreadsheets
📅 Planners that actually work
📁 Small business templates built by someone who uses them daily

🎉 LAUNCH OFFER: 50% off everything with code LAUNCH50
⚡ Limited to the FIRST 50 customers — once 50 people use it, it's gone

🙏 And a real ask: reviews are essential to a brand-new Etsy shop. If you grab something and like it, please leave an honest review — it's the single most valuable thing you can do to help this take off.

Tag a friend, share this post, and grab your spot before the 50 are gone!

Shop items by AKaplanCPA.

05/27/2026

Big day — just launched something I've been working on for months. 🎉
As a CPA, I see the same thing over and over: smart, successful professionals who overpay their taxes by tens of thousands of dollars every year because nobody's helping them PLAN — they're only helping them FILE.
So I built a set of tax planning tools. Real Excel templates that show you the actual strategies my high-income clients use to save money. They're live on Etsy now. https://www.etsy.com/shop/AKaplanCPA?ref=dashboard-header

Specifically built for:
👩‍⚕️ Physicians, dentists, and healthcare providers
⚖️ Solo attorneys and small law firms
🏘️ Real estate investors (rental properties, Airbnbs, BRRRR, etc.)
Plus some simpler tools for self-employed folks, freelancers, and small business owners.
If you (or someone you love) has ever stared at their tax bill and wondered "wait, was there a better way?" — yes, there was. And these templates show you what it is.
Shop link in the first comment 👇
Would mean the world if you shared this with anyone who might benefit. Tag a doctor, lawyer, or real estate investor friend. Or just drop a 🙌 if you're rooting for this launch — Facebook's algorithm loves engagement and I'm trying to get it in front of the right people.

Shop items by AKaplanCPA.

05/22/2026

There's still time to lower your tax obligation. Here are five great ideas to consider.

Now is a great time to assess your current tax situation and address any lingering tax questions that may improve your tax picture this year. Here are five things to consider.

05/15/2026

The gift tax is one of the most misunderstood provisions in the tax code. Here is what you need to know.

Presenting a gift to a grandchild does not normally have us thinking about the taxes. However, if not careful, the over-generous gift giver could end up with a surprise tax bill and a note from the IRS.

05/08/2026

You can legally lower your taxes by shifting a certain amount of unearned income to your children. Here are some ideas to implement this strategy.

The progressive nature of income tax rates offers taxpayers the incentive to transfer assets to lower earning taxpayers. Why not your children? Here are some tips.

05/06/2026

Want a lower tax bill? Your tax planning needs to start now!

With so much uncertainty in the economy, the tendency is to step back and wait until things settle down. On the other hand the early bird catches the worm. Now is a great time to be thinking about steps to reduce your tax obligations, both this year and into the future. This month an article is pres...