Davie Kaplan, CPA, P.C. is a reputable accounting and wealth management firm based in Rochester, NY. With a team of certified public accountants and financial advisors, they offer comprehensive services in tax, audit, financial planning, compliance, and more. Their expertise extends to various industries, including health care, manufacturing, construction, and commercial real estate. Davie Kaplan takes a holistic approach to provide tax-intelligent guidance and support for businesses, individuals, and families, helping them make informed decisions to maximize opportunities and minimize tax burdens.
As a trusted partner, Davie Kaplan combines professionalism, integrity, and responsiveness to deliver practical solutions in today's complex business environment. They offer a range of services, including tax management, audit assurance, accounting, bookkeeping, business consulting, financial planning, and legacy planning. With a focus on building relationships and providing personalized advice, Davie Kaplan strives to bring peace of mind and confidence in the future for their clients.
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