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DCaplanCPA   Investment Transactions on Your Tax Return  (Pennsylvania)
Lafayette Hill, PA 19444
I have been providing tax-related services to the public since 1988, using computer software. Last year alone, I prepared over 250 returns in more than 10 states. My tax base consistently grows every year, and it now contains:


  • large and small returns
  • manual and electronic filings
  • individual and business returns
  • state returns from coast to coast
I tend to lean towards the conservative side, since minimizing audit risk is a high priority. Being a CPA for over 20 years, I have had the ability to keep up with the ever-changing tax and technology environments. I also have a knack for being able to explain things in a way that anyone can understand, and in the tax world, that is not always an easy prospect.
 Professional Designation: CPA, MBA 
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