Wendy Kaplan E.A.  provides expert, tax preparation and bookkeeping services to individuals, families and businesses in the San Francisco Bay Area, the US and almost anywhere in the world!  Kaplan Tax specializes in attentive, personalized and friendly service.  We believe in the value of long-term relationships over short-term billings and going the extra mile for our clients.

Contact us any time at:
Phone: (415) 884-2318
Email: info@kaplan-tax.com

For a full overview of our services click on the Services tab.



“MY Tax HEROES! Wendy Kaplan and her husband Mark of Kaplan Tax are professional, super bright and cheerful Tax Accountants that I highly
I honestly did not even expect to get money back BUT I DID. I’m a creative person and paperwork and bookkeeping is not my strong suit whatsoever,
but the Kaplans guided me on how to keep better records, and got my taxes in and on time (even though I provided my numbers to them at the 11th
hour.) They are easy to work with, communicative and taught me a few tips which really helped with the anxiety of tax time. I was working with an
agent in the past who never called me back and didn’t explain much. Wish I’d worked with this team sooner.”

Suzanne A.


Loved these guys. Friendly, efficient, take care of business at an affordable price. Always been looking for a tax crew who will be straight forward and
also extremely knowledgeable. I’ve gone the past two years and will be sure to keep coming back. Good stuff.

Dale S.


Kaplan Tax has been doing my taxes for years now and I am more than satisfied.When I first had Ms Kaplan do my return, she figured out different
scenarios and then showed me the one that would save me the most money. ln all my years, no other preparer has ever gone through such length to be
so thorough in my interest. I cannot praise her services enough. On a scale from Ito 10, she is a 15.

Myrna K.