David Caplan, CPA

David helped us out with our taxes and gave us a clear understanding of what was going on. A fantastic experience. Thanks!

David Caplan is totally great. I’m self-​employed and dread tax-​time. David made everything really seamless and transparent. He answered all my questions and offered advice for future returns. He sent my return and paperwork within a couple of days. Totally happy I found him!

Unfortunately, I experienced a rather unhelpful set of emails with David regarding our potentially working together. We had a particular situation that required some extra attention, but certainly nothing earth shattering. Mr. Caplan wanted more details regarding our history or needs before providing a quote for services. When I provided those details, he didn’t just reply and offer a course of action, he replied that we had a «problem» on our hands. He didn’t offer any solutions or recommend we meet to chat or move forward.
We did, in the end, find a different accountant to help us and are thrilled with the result. The «problem» he described was hardly a big deal, and all’s well that ends well.
I trust that David does good work, but there’s room for improvement here.

outstanding. knowledgable. ethical. efficient. he even does house calls.

David Caplan was, to us, an undiscovered gem. Our family was with another accountant for 40 years but switched to David after her death. His work is a revelation – moderately complicated taxes can be done in an afternoon, at your home, and affordably. He’s knowledgeable and personable.
A family member selling her home didn’t believe that the common purchasing tool the buyers requested (a «seller’s assist») was not some kind of scam and refused to accept their offer until she had talked to David. He explained how common the assist is and how it does not affect one’s taxes, and she relaxed enough to go ahead with the sale. (Of course, she then told her own real estate agents she didn’t trust them, but that she trusted David implicitly. And he does seem worthy of that trust!)
We haven’t seen his hilarious tax-​time letters (referenced by another Unilocaler), but we hope to find one in the mailbox one day. Maybe we need to be just a little delinquent so he’ll feel obligated to send us one.

David is simply the best! He is knowledgable, accessible and an all around great guy. I’ve been using him for ten years now and have complete faith in his abilities. I’d highly recommend him to anyone!

David has been great to work with — he’s knowledgeable, responsive, and a great guy.

Upon reading the other positive reviews on Unilocal — I called David to discuss moving money from a PSERS (public school employee’s) pension to another retirement plan vs. withdrawing funds for a business startup. I discussed the options with him over the phone for approximately 20 minutes. Although we had never met or spoken before, he gave me tremendous advice and I never once felt solicited. I told David that the next time I’d call him it would be to help me deal with the taxable gains :)
Highly recommended.

My wife runs her own business and and we had been though 2 other CPAs and not happy at all. I searched on Google and came upon David’s firm. What a find. He came to our house. Completed our entire return at our dining room table and best of all gave us tax advice for the upcoming year. That’s what we wanted! He’s very trustworthy, accurate and charges a very fair fee. We’re very happy we found David.

Great accountant! Super efficient and reasonably priced. He’ll come to your location or meet you at a mutual location, which is an added bonus. He also gives good financial advice!

I needed an accountant in a pinch and contacted David based on this Unilocal review. He got back to me immediately. He was clear about his rates. And he helped me sort out my confusedosity. Confusedosity isn’t even a word, so you can tell what taxes do to me :)
Most accountants don’t seem to know what email is, let alone have a pretty decent web site. This guy can solve most of your problems by phone and email.

When it comes to money, I am completely useless (except for spending it — I excel in that field). So it’s no surprise that the simple thought of tax time sends me into a state of mind that makes Britney Spears look sane. Luckily I have David Caplan to take care of business for me.
David is extremely knowledgeable about all things fiscal (he’s a deductions wizard) and he’s honest and reliable. But perhaps my favorite thing about him are the hilarious tax-​time letters he sends out — this dude has a wicked sense of humor! His fees are very reasonable and he’ll hold your hand if you need him to, which is perfect for a financial idiot like myself. Having him as my accountant for the past 5 years (many of them as a freelancer) almost makes me look forward to April 15.
Almost.