Rent A Genius
About
Philosophy
We believe everyone needs someone in their corner to help with their financial decisions. As a trusted advisor, we’ll share our knowledge and expertise to make sure you have peace of mind when it comes to making decisions that affect your taxes and vice versa.
Relationships
We work closely with clients to define their goals and how we can help them reach those goals faster. We only work with a limited number of clients, in order the give them the personalized attention they need.
Relief
If you’ve had a lack of direction, a lack of control, and no true understanding of what’s happening in your business, you’re not getting the attention you need. We look forward to working alongside you and make “finances” the easiest part of your life.
Ann Kaplan, CPA
Ann has been helping client solve accounting and tax issues for over 20 years! In that time she has worked with some of the coolest clients in Southwest Florida – international entrepreneurs, designers, contractors, doctors, mechanics, restaurant owners and nonprofits – anyone who is serious about having better finances.
Ann graduated from the University of North Carolina- Chapel Hill in Business and received her masters of Accounting from American University in Washington, DC. She’s always prioritizes learning as much as she can about every client so she can figure out how to get you to your goals faster.
I enjoy begin able to give people the financial information they need to make the best decisions to meet their goals, and also help them pay the least amount of taxes possible.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
With new customers, I have an initial interview to determine their most important needs and issues and focus on that. If there are any fires to put out, we do that first. Then we develop a plan for where they want to be and how to get there.
What education and/or training do you have that relates to your work?
I am a CPA and a Certified QuickBooks Proadvisor. I am currently working on my Personal Financial Specialist (PFS) certificate to better help clients with their financial planning needs.
What types of customers have you worked with?
I work mostly with small-medium size business owners who need accounting and tax services. I also have a growing number of clients overseas who have personal and business tax needs.