Back 

Robert M. Caplan

   
Employer: Robert M Caplan CPA
563 Pilgrim Dr Ste D
Foster City , CA    94404-5103
General Business: Public Accounting
Phone: 650-573-5246
E-mail: bob@robertcaplancpa.com
Position: Sole Practitioner
Chapter: Peninsula Silicon Valley
Membership Type: Executive

Accounting and Review Services

 Compiled Financial Statements
 Estates / Trusts
 High Net Worth Individuals
 Small Businesses
 Stock Options

Assurance Services

 Eldercare

Industries Served

 Computer Software Developers
 Construction Contractors
 Estates / Trusts
 Film Producers
 Foreign Companies and Commerce
 Hotels / Motels
 Insurance Agents / Brokers
 Law Firms
 Real Estate Brokers
 Real Estate Developers
 Service Professionals
 Start-up Companies/ Development Stage

Litigation Support

 Calculating Damages
 Family Law

Management Consulting

 Budgeting
 Small Businesses
 Strategic Planning
 Succession Planning

Niche Services

 Bankruptcy/insolvency
 Divorce
 Estate - Accounting
 Expert Witness Testimony
 Filing Late and Back Year Taxes
 Hotels/motels/resorts
 Individual
 Tax - All
 Tax - Business
 Tax - Consulting
 Tax - Corporate
 Tax - Estate and Trust
 Tax - Individual
 Tax - Individual Income
 Tax - International
 Tax - LLC-LLP
 Tax - Post Mortem Planning
 Trust Services
 Trusts - Charitable Remainder
 Trusts - Irrevocable Life Insurance
 Trusts - Living Trusts

Other Countries of Experience

 Philippines

Services

 Computer Consulting
 Litigation Support
 Management Consulting
 Tax Return Preparation and Planning
 Valuation Services

Tax Return Preparation and Planning

 C Corporations
 LLCs, LLPs, Partnerships / S Corps.
 Charitable Remainder Trusts
 Comprehensive
 Divorce
 Estate Planning
 Estates / Trusts
 Individuals
 Late / Back Year Taxes
 Like-Kind Exchanges
 Multi-state Returns
 Non-resident / Foreign Returns
 Offers In Compromise
 Stock Options

Topic of Interest

 Estate Planning
 Family Limited Partnerships
 Retirement
 Retirement Planning

Valuation Services

 Business Interests
 Business Valuations
Back