Our Services

The following is a list of services provided by Marlene S. Kaplan CPA, P.C.. However, this list is not all-inclusive, and you should not be concerned about calling in regard to any business, tax or financial related matter. We maintain relationships with other professionals practicing in a variety of specialties. If we are unable to assist, you can be assured we will refer you to the right individual or firm.

If you are a prospective client, please call for a complimentary get acquainted appointment or phone conference.

• Tax Return Preparation
• Representation Before the IRS
• Tax Planning
• Other State Tax Return Preparation
• Relocation Tax Problems

*Indivdual clients experience the dedication of full service accountants who provide financial 
advice to minimize tax liability throughout the year, not merely at tax time.

Large companies gain individualized attention, contact with senior partners without premium 
fees and the savings realized from fast turnaround.

*Small companies profit from a broad range of diversified skills and experience without sacrificing 
personal attention.

*Non-profit organizations and government-related industries receive the specialized services 
they require from professional providers with extensive training in their operations.

*Audit, review or compile financial statements
*Prepare income and quarterly estimated tax returns; payroll and sales tax returns
*Financial management consulting:
               *Analyze operating results
               *Help secure financing
               *Consulting controller
               *Bookkeeping
               *Set up accounting systems
               *Assist with budget preparations

 *Taxation
                 *Propose strategies
                 *Prepare returns
                 *Electronic filing
                 *Qualified representaton before federal and state tax authorities                                  

*Relieve financial worry and stress:     
                 *Develop personal plan
                 *Create family budget
                 *Retirement planning
                 *Higher education planning
                 *Savings and investment strategies