Robert M. Caplan CPA
Certified Public Accountant
Serving U.S. and Foreign Clients from the SF Bay Area







Contact Information

Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

We have experience with a broad range of accounting and tax issues. Our areas of expertise are: 1) Estate Planning including preparation of Fiduciary and Estate tax returns 2) Real estate tax planning including Section 1031 exchanges , LLCS and many sophisticated real estate transactions, 3) Small and medium sized business tax planning, 4) taxation of foreign indvidiuals and corporations who invest in the U.S., 5) IRS and Franchise Tax Board disputes 6) S corporation tax planning and 7) Buy sell negotiation and tax research and 8) Individual tax.

We provide the personal service of a small firm with the expertise of a large one. We meet with all of our business clients during the year to plan for taxes and handle a broad range of issues. Our goal is to perform the planning for the client before year end to prevent last minute problems.

We are located on the San Francisco Peninsula. However we service clients all over the world.