Meet Alexa Caplan, CPA, EA

Welcome Alexa Caplan to the team.

Alexa joined Viridian in June of 2020 as a Tax Manager. Her areas of expertise include tax planning and compliance with a focus on individual, and business tax services. She enjoys helping clients un-riddle their tax situations and use tax laws to their advantage.

She holds a Masters in Taxation from Golden Gate University, as well as a Bachelors in Animal Science with a Minor in Agriculture Business from Cal Poly San Luis Obispo.

Alexa and her husband Michael enjoy raising and showing chinchillas, taking goofy pictures of chinchillas with hats and props, hosting get together for their family and friends and spending time watching their young daughter grow.

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Other Recent Blog Articles

April 2021 Market Update

April 20, 2021

By Brian Johnson, Viridian Chief Investment Officer and Shareholder Summary: The first quarter of 2021 saw a continuation of many trends that began in the closing months of 2020. Equity…

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March 2021 Market Update

March 1, 2021

We’ve had many questions from clients about recent market volatility. Over the years, we’ve occasionally used the term “frothy” to describe market behavior. Certain stock sectors are definitely starting to…

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Boeing VIP, VLO, Pension Discussion

February 9, 2021

In this video blog Matt Boelter and Alexa Caplan discuss the options and considerations for Boeing employees who are near retirement or perhaps being offered early retirement. Print Friendly

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