Steven J. Kaplan established Kaplan Global Tax Advisor, LLC (Kaplan Global Tax) to provide a platform for servicing closely held and family owned businesses considering or with established operations in the international marketplace.

Kaplan Global Tax primary area of focus has been assisting foreign closely held and family owned businesses establish operations in the United States. Our attitude is to work in concert with our client’s attorneys and other advisors both foreign and domestic in establishing an effective global team dedicated to structuring a global tax plan that compliments our client’s business plan rather than hindering its execution.

Due to Steve’s entrepreneurial client service nature and his network of professionals within and outside the area of taxes. Kaplan Global Tax is often asked to assist our clients in areas outside of the stereotypical tax and accounting issues most CPA firms feel secure operating within the business environment. Therefore, our clients have relied on the firm to assist them on various projects ranging from searching for commercial bank partners, identifying and filing staff positions to identifying governmental non-tax incentives and review and modification of corporate business plans.

Many tax and non-tax professionals claim to have a world wide network of firms that provide resources to enable the U.S. firm to assist clients on the ground outside the United States. In most cases the network the CPA claims to have is nothing more than a referral service. Our network of professionals is much more accountable to our clients than a referral service. They represent a variety of disciplines that provide valuable resources to our entrepreneurial client base. The only professionals and companies on this list are organizations Kaplan Global Tax has had experience with on prior projects. This unique relationship actually translates these organizations into value added service partners rather than a referral service.

All of the above would be meaningless without our clients. Our clients’ goals are our goals and we continually check with our clients to make sure projects continually move toward achieving these goals. Value added is a term often used but seldom practiced. Value added is something we strive for every time we contact one of our clients. Our clients are the most important member of every team.

Kaplan Global Tax includes within its best practices policy a commitment to increase the quality of our clients’ internal tax planning and accounting reporting systems. These improvements are done in concert with the delivery of our other value added services. Our clients consider Kaplan Global Tax key players of their executive team. We stride to be worthy of that trust every day and consider it an extremely important relationship, working to earn that position.

Steve’s expectation of exceeding our client’s goals on a daily basis translates into client excellence in service delivery. Many firms say they are trying to think outside the box, at Kaplan Global Tax the operational status quo already includes a track record of successful performance outside the box. Whether it be HR, office space or assisting with e-commerce issues we believe it is our responsibility to apply all the resources at our disposal to help our clients move forward and generate successful conclusions to their issues.

Kaplan Global Tax unique website is another demonstration that it is all about our clients. The site was built for secured quality service delivery to our clients. The site was designed to provide a vehicle to enhance client communications and transact business around the world within their business plan. Therefore, public access and marketing of the firm is limited. The site is not about Kaplan Global Tax. We built it for our clients.

Our clients are always on our mind and not just during billable engagements. Another part of Kaplan Global Tax best practices policy is an infrastructure to identify opportunities for our clients businesses. The firm tries to network with our clients and various contacts to drive dollars to their revenue line where possible.