David Caplan, CPA

David A. Caplan, CPA, MBA, is a seasoned certified public accountant with over 40 years of experience. His journey began in 1980 when he received his CPA certification while working for a prominent public accounting firm. Over the years, he has gained valuable insights into the inner workings of companies, having been employed in various industries from 1981 to 1992. In 1986, he earned his MBA from Temple University, further enhancing his understanding of business operations and financial management.

In 1992, David took a significant step by purchasing an accounting practice, which has since grown sevenfold under his leadership. He is skilled in handling all aspects of accounting, including personal income tax, financial advice, financial statements, and corporate tax returns. His client base is geographically diverse, spread across the United States, demonstrating his ability to work with clients from different backgrounds and industries.

David's practice is fully computerized, reflecting his commitment to staying at the cutting edge of technology. He believes in providing excellent customer service and encourages clients to contact him with any questions they may have. He does not charge for telephone or email time, ensuring that clients feel comfortable reaching out for assistance whenever needed.

Services Offered

David Caplan offers a wide range of accounting services designed to meet the needs of both individuals and businesses. These services include:

1. Personal Income Tax: David helps individuals navigate the complex world of personal income tax, ensuring they take advantage of all available deductions and credits.

2. Financial Advice: With his extensive experience and knowledge, David provides valuable financial advice to clients, helping them make informed decisions about their financial future.

3. Financial Statements: He prepares and reviews financial statements for businesses, helping them understand their financial health and make strategic decisions.

4. Corporate Tax Returns: David assists businesses with their corporate tax returns, ensuring compliance with all applicable tax laws and regulations.

5. Estimated Taxes for Independent Contractors: He helps independent contractors navigate the process of paying estimated taxes, ensuring they are in compliance with the IRS.

6. Tax Planning and Strategy: David works with clients to develop tax planning and strategy that aligns with their financial goals and objectives.

Q & A and Resources

David Caplan also offers a Q & A section on his website, where he answers questions from clients and provides valuable insights and advice. Additionally, he has compiled a list of resources that clients can use to further their understanding of various accounting and financial topics.

What I Have Learned in Business

Over the years, David has learned many valuable lessons that he is eager to share with others. These include the importance of regularly updating business cards, the unpredictability of technology, and the need for a sense of humor when dealing with bankers and financial statements. By sharing these insights, David aims to help others avoid common pitfalls and achieve success in their own businesses.