Your Trusted Tax & Accounting Advisor For Concierge Medical Practitioners

Hey Doctors!
Would you agree with me if I said that

Taxes Are Your Single Biggest Expense As A Medical Concierge Practice Owner?
And Your Current CPA Or Accountant Could Be Costing You THOUSANDS Every Single Year & Putting Your Business At AUDIT Risk...

Hey Doctors!
Would you agree with me if I said that

Taxes Are Your Single Biggest Expense As A Medical Concierge Practice Owner?
And Your Current CPA Or Accountant Could Be Costing You THOUSANDS Every Single Year & Putting Your Business At AUDIT Risk...

From The Desk Of 
Aleksey Kaplan, CPA CTC CTP CTS
Staten Island, New York.

The author, Aleksey Kaplan.
Certified Public Accountant (CPA), Certified Tax Coach (CTC), Certified Tax Planner (CTP) & Certified Tax Strategist (CTS)

And here's the thing...

No matter where you're at in your career, the biggest challenge you face to having financial success and generating lasting wealth from your business is actually TAXES.
That’s because as a successful owner of your medical concierge practice, the Federal, State/Local income taxes are the single biggest expense you have.

You've felt the pressure....

On top of competition from corporate medical chains, you have to deal with how to bill third-party payers and how to appeal denied claims.

Your business has become increasingly tough

Business has become increasingly tough for independent medical practice owners like yourself over the past few years?

As someone who's spent the past 10 years working with medical practices across the US, I understand the unique challenges you face while running your business.

You have to deal with massive student loan debt 

On top of competition from corporate medical chains, you have to deal with massive student loan debt that takes decades to pay off 

And here's the thing...

No matter where you're at in your career, the biggest challenge you face to having financial 
success and generating lasting wealth from your business is actually TAXES.
That’s because as a successful owner of your medical concierge practice, the Federal, 
State/Local income taxes are the single biggest expense you have.

You've felt the pressure....

On top of competition from corporate medical chains, you have to deal with how to bill third-party payers and how to appeal denied claims.

Your business has become increasingly tough

Business has become increasingly tough for independent medical practice owners like yourself over the past few years?

As someone who's spent the past 10 years working with medical practices across the US, I understand the unique challenges you face while running your business.

You have to deal with massive student loan debt 

On top of competition from corporate medical chains, you have to deal with massive student loan debt that takes decades to pay off 

That's why I decided to write my latest book...

7 Strategic Tax Tips for Business Owners
And What You Can Do To Take Advantage Of Them Today!

That's why I decided to write my latest book...

7 Strategic Tax Tips for Business Owners
And What You Can Do To Take Advantage Of Them Today!

As a successful owner of your medical concierge practice, the Federal, State/Local income taxes are the single biggest expense you have. The truth is, while things like increasing case acceptance, creating a budget, and saving for retirement are key to your financial health.

What's the point if you don't manage your tax liabilities, your single biggest expense? When done right, tax planning and reduction is the 20% of work that creates 80% of the results.

The problem that I run into all the time is that most successful concierge medical practitioners do NOT have any idea that they can legally and ethically SLASH their income taxes by as much as 50%.

Download Your Free Copy 
Of My Book Today...
Here's what you'll discover inside:
I want to make sure you download your free copy of this book because it will show you 7 legal and ethical tax strategies that could save you and your concierge practice tens of thousands of dollars in taxes every single year...
7 Strategic Tax Tips for Business Owners
  • How your business structure affects how much you pay in taxes and how to select the right business structure for your practice.
  • How business owners can benefit from the Accountable Plan. 
  • ​How the Fringe Employee Benefits Plans can affect and benefit your business.
  • How to save 5 figures in Social Security and Medicare taxes every year by optimizing your business entity structure.
  • ​How you can pay each of your children up to $13,850 per year tax-free under the new income tax law. 
  • ​And much, much more!
So just click on the blue button above, enter your name and email address, and you'll get the pdf copy of the book in your inbox within minutes. :)

Talk soon,
Aleksey Kaplan, CPA CTC CTP CTS

Don't Believe me?

Check What Client Think Of Us 

Denise Mitchell

" Mr. Kaplan is a top notch professional. He is beyond efficient, responsive, and available to speak with. He
truly is client oriented. He's incredibly personable, and, regardless of your tax situation, puts you at total
ease. He goes well above and beyond just preparing returns, he offers his sound opinion and thoughtful
advice. He genuinely wants the best possible outcome for his clients. He is 100% there for you and to
meet your needs. You couldn't ask for or get a better CPA!!!
He deserves far more than the allowable five stars! HIGHLY RECOMMEND! "

John bulnes

I've been going to Mr Kaplan for several years now. Very happy with the service provided. There's a nice
office setting, friendly staff, and a comfortable atmosphere. He's professional, shares his knowledge of
tax preparation and goes into great detail on the assessments made. I Will continue to go to A Kaplan
CPA, keep up the good work!

Yuliya8

"Best accountant I have ever been to. Aleksey Kaplan is very knowledgeable, will always answer all of your
questions and concerns with a lot of patience. His whole team is always very nice and welcoming, will
only go to him from now on."

Jennifer Falcone 

"Aleksey and his staff make doing taxes so easy and smooth. Very professional office and service.
Everyone is always pleasant and honest! I highly recommend Kaplan CPA. Great job guys, keep up the
good work."

Charin Winker

"Aleksey is extremely thorough and professional. I’ve been working with him for the past few years on my
taxes and he has always been a pleasure to work with and has provided an excellent customer
experience. Highly recommend his services."

Roman Bediner

"A Kaplan CPA practice continuously delivers expert services in an ever changing and complex landscape. 
Friendly staff, secure and digital exchange of information, professional and knowledgeable expertise inside a friendly environment is just a tip of the iceberg for this gem of a company. From complex multistate local and federal regulations to capital gains to a nuanced social security rules, time after time, this practice has proven its value. In addition to their expertise, A Kaplan CPA is there with you every step of the way to provide ample coverage in case of unforeseen issues, including help with triage and
resolution."

Lincoln Roth

"Aleksey and his team are extremely responsive! Aleksey met with me by Zoom (I live in another state). He
is professional and ALWAYS makes sure to explain things thoroughly. Anytime I have a question, he
responds by email within a couple of hours, and certainly within one day."

M Chbair

"Working w/ Aleksey was very pleasant.
He made taxes look easy and was able to solve our 3-states residency conundrum. Highly recommend
doing taxes with him."

Anita K.

"Excellent service, Alex is very professional , (huge knowledge )and has very nice easy going personality
also His staff is very professional always responds quickly and extremely nice . I had pleasure to work
with Carol last year and now Sammi - can not be more happy. I already referred this offcie to few my
friends .
If you like to have great relationships with your CPA - Alex Kaplan and his team should be your choice"

Sara K

"My husband and I have been working with Mr. Kaplan for around 4 years! This man is all about honesty,
hard work, integrity and giving 110% to his clients! He is the very, very best!"

Dj Noel The Nitemare

"it’s tax season again and I am going on my 10th year with Aleksey Kaplan CPA! His extensive knowledge,
experience, professionalism, and dedicated Staff make him the best in his field. Thank you Alek and Ally
for once again making this years Tax filings for Sylvia and me so much easier!
You guys are Awesome!!"

Konstadinos Katsipoutis

"My experience with A. Kaplan the last few years has been astounding. He's honest and he's extremely
bright & knowledgeable. He makes you feel comfortable, easy to talk to & answers any of your questions

in a professional manner. I never enjoyed doing taxes & Alex has completely changed my view on the
process. I now look forward to seeing him every year & it’s always a pleasant experience. No exaggeration
he is the POCKET ACES of CPA’s!"

Alex porgy

"Top rating! Timely, professional, honest, and thorough- everything you could ever wish for in a great
accountant. I have been with Alexi for years and years to come!"

Brian D

"Best tax guy out there. Makes filing your taxes painless and worry free. Always a professional and
informative , keeping you up to date with the best financial and tax planning info all year long."

William Hogan

Aleksey and his team are first rate. Alek is a knowledgeable, friendly professional who you immediately feel comfortable discussing an individual’s taxes and financial matters.
His expertise in the field of taxes and financial planning is clear in his communication without being stuffy or boastful.
When asked, he is the firm we recommend to family and friends.

Nina kimble

Always a great experience going to Mr. Kaplan. You know you are in good hands with him handling your taxes. He also gives great advice. He is friendly and just makes the process so easy. I can’t imagine going to anyone else.

Andrew Cheong

Mr. Kaplan was incredibly patient, welcoming, and professional during our session. He never hesitated to answer any questions I had and guided me through the entire process. I typically file my own taxes but needed some additional support this time and Mr. Kaplan did not fail to deliver. Would highly recommend!

HECTOR M RODRIGUEZ

I’ve been using A. Kaplan for the last six or seven years for my business and my personal taxes and he has been so great, he’s helped me and explain things to me that seemed complicated but he’s made it very simple. This year one of my daughters came to do her taxes for the first time on her own and she was very nervous. She came out of the appointment smiling, happy and confident that he did a good job. Thanks You for Great Experiences.

Juan A

Mr. Kaplan has been extremely professional, very well educated in all aspects of accounting and all work is done in a very timely manner with great attention to detail. It has been a pleasure to work with Aleksey, as well as his office with filing my returns as a new client. I highly recommend Mr. Kaplan’s office to anybody seeking very professional and accurate accounting services, as he is the best at what he does! Thank you

O “OKP” P

An amazing CPA, everything is very organized. We even didn't have to leave a comfort of our house, everything was submitted electronically and we had a Zoom meeting. Mr. Kaplan went over all the paperwork and he answered all the questions. His assistant is very friendly and always available to answer questions.Definitely will recommend to my friends and family

Ramaz Bolneli

Mr Kaplan is very knowledgeable and very professional. He knows his job well! We have a business with him for 4 years and he takes care of our tax filings. Good adviser as well. Thank you

Don't Believe me?

Check What Client Think Of Us 

Denise Mitchell

" Mr. Kaplan is a top notch professional. He is beyond efficient, responsive, and available to speak with. He
truly is client oriented. He's incredibly personable, and, regardless of your tax situation, puts you at total
ease. He goes well above and beyond just preparing returns, he offers his sound opinion and thoughtful
advice. He genuinely wants the best possible outcome for his clients. He is 100% there for you and to
meet your needs. You couldn't ask for or get a better CPA!!!
He deserves far more than the allowable five stars! HIGHLY RECOMMEND! "

John bulnes

I've been going to Mr Kaplan for several years now. Very happy with the service provided. There's a nice office setting, friendly staff, and a comfortable atmosphere. He's professional, shares his knowledge of tax preparation and goes into great detail on the assessments made. I Will continue to go to A Kaplan
CPA, keep up the good work!

Yuliya8

 "Best accountant I have ever been to. Aleksey Kaplan is very knowledgeable, will always answer all of yourquestions and concerns with a lot of patience. His whole team is always very nice and welcoming, will
only go to him from now on."

Jennifer Falcone 

"Aleksey and his staff make doing taxes so easy and smooth. Very professional office and service.Everyone is always pleasant and honest! I highly recommend Kaplan CPA. Great job guys, keep up the
good work."

Charin Winker

"Aleksey is extremely thorough and professional. I’ve been working with him for the past few years on my taxes and he has always been a pleasure to work with and has provided an excellent customer
experience. Highly recommend his services."

Roman Bediner

"A Kaplan CPA practice continuously delivers expert services in an ever changing and complex landscape. Friendly staff, secure and digital exchange of information, professional and knowledgeable expertise inside a friendly environment is just a tip of the iceberg for this gem of a company. From complex multistate local and federal regulations to capital gains to a nuanced social security rules, time after time, this practice has proven its value. In addition to their expertise, A Kaplan CPA is there with you every step of the way to provide ample coverage in case of unforeseen issues, including help with triage and
resolution."

Lincoln Roth

"Aleksey and his team are extremely responsive! Aleksey met with me by Zoom (I live in another state). He is professional and ALWAYS makes sure to explain things thoroughly. Anytime I have a question, he
responds by email within a couple of hours, and certainly within one day."

M Chbair

"Working w/ Aleksey was very pleasant.
He made taxes look easy and was able to solve our 3-states residency conundrum. Highly recommend doing taxes with him."

Anita K.

"Excellent service, Alex is very professional , (huge knowledge )and has very nice easy going personalityalso His staff is very professional always responds quickly and extremely nice . I had pleasure to work
with Carol last year and now Sammi - can not be more happy. I already referred this offcie to few my friends . If you like to have great relationships with your CPA - Alex Kaplan and his team should be your choice"

Sara K

"My husband and I have been working with Mr. Kaplan for around 4 years! This man is all about honesty,hard work, integrity and giving 110% to his clients! He is the very, very best!"

Dj Noel The Nitemare

"it’s tax season again and I am going on my 10th year with Aleksey Kaplan CPA! His extensive knowledge, experience, professionalism, and dedicated Staff make him the best in his field. Thank you Alek and Ally for once again making this years Tax filings for Sylvia and me so much easier!
You guys are Awesome!!"

Konstadinos Katsipoutis

"My experience with A. Kaplan the last few years has been astounding. He's honest and he's extremely bright & knowledgeable. He makes you feel comfortable, easy to talk to & answers any of your questionsin a professional  manner. I never enjoyed doing taxes & Alex has completely changed my view on the process. I now look forward to seeing him every year & it’s always a pleasant experience. No exaggeration he is the POCKET ACES of CPA’s!"

Alex porgy

"Top rating! Timely, professional, honest, and thorough- everything you could ever wish for in a great accountant. I have been with Alexi for years and years to come!"

Brian D

"Best tax guy out there. Makes filing your taxes painless and worry free. Always a professional and informative , keeping you up to date with the best financial and tax planning info all year long."

William Hogan

Aleksey and his team are first rate. Alek is a knowledgeable, friendly professional who you immediately feel comfortable discussing an individual’s taxes and financial matters.
His expertise in the field of taxes and financial planning is clear in his communication without being stuffy or boastful. When asked, he is the firm we recommend to family and friends.

Nina kimble

Always a great experience going to Mr. Kaplan. You know you are in good hands with him handling your taxes. He also gives great advice. He is friendly and just makes the process so easy. I can’t imagine going to anyone else.

Andrew Cheong

Mr. Kaplan was incredibly patient, welcoming, and professional during our session. He never hesitated to answer any questions I had and guided me through the entire process. I typically file my own taxes but needed some additional support this time and Mr. Kaplan did not fail to deliver. Would highly recommend!

HECTOR M RODRIGUEZ

I’ve been using A. Kaplan for the last six or seven years for my business and my personal taxes and he has been so great, he’s helped me and explain things to me that seemed complicated but he’s made it very simple. This year one of my daughters came to do her taxes for the first time on her own and she was very nervous. She came out of the appointment smiling, happy and confident that he did a good job. Thanks You for Great Experiences.

Juan A

Mr. Kaplan has been extremely professional, very well educated in all aspects of accounting and all work is done in a very timely manner with great attention to detail. It has been a pleasure to work with Aleksey, as well as his office with filing my returns as a new client. I highly recommend Mr. Kaplan’s office to anybody seeking very professional and accurate accounting services, as he is the best at what he does! Thank you

O “OKP” P

An amazing CPA, everything is very organized. We even didn't have to leave a comfort of our house, everything was submitted electronically and we had a Zoom meeting. Mr. Kaplan went over all the paperwork and he answered all the questions. His assistant is very friendly and always available to answer questions.Definitely will recommend to my friends and family

Ramaz Bolneli

Mr Kaplan is very knowledgeable and very professional. He knows his job well! We have a business with him for 4 years and he takes care of our tax filings. Good adviser as well. Thank you

As a successful owner of your medical concierge practice, the Federal, State/Local income taxes are the single biggest expense you have. The truth is, while things like increasing case acceptance, creating a budget, and saving for retirement are key to your financial health.

What's the point if you don't manage your tax liabilities, your single biggest expense? When done right, tax planning and reduction is the 20% of work that creates 80% of the results.

The problem that I run into all the time is that most successful concierge medical practitioners do NOT have any idea that they can legally and ethically SLASH their income taxes by as much as 50%.

Download Your Free Copy Of My Book Today...
I want to make sure you download your free copy of this book because it will show you 7 legal and ethical tax strategies that could save you and your concierge practice tens of thousands of dollars in taxes every single year...
Here's what you'll discover inside:
7 Strategic Tax Tips for Business Owners
  • How your business structure affects how much you pay in taxes and how to select the right business structure for your practice.
  • How business owners can benefit from the Accountable Plan. 
  • ​How the Fringe Employee Benefits Plans can affect and benefit your business.
  • How to save 5 figures in Social Security and Medicare taxes every year by optimizing your business entity structure.
  • ​How you can pay each of your children up to $13,850 per year tax-free under the new income tax law. 
  • ​And much, much more!
So just click on the blue button above, enter your name and email address, and you'll get the pdf copy of the book in your inbox within minutes. :)

Talk soon,
Aleksey Kaplan, CPA CTC CTP CTS
A Kaplan CPA,  PC
Copyright 2024. All Rights Reserved.
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