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We Empower Our People To Be
Your Advocates.

We Empower Our People to be
Your Advocates.

Our Services

In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States.

  • Business Tax and Assurance
  • Personal Tax and Advisory
  • Business Consulting
  • Bookkeeping & Accounting
  • Wealth Care

Business Tax and Assurance

At the core of our tax advisory practice is our tax department, a team of creative researchers, planners and tax law experts. We have extensive experience in consulting with business owners, families and high-net-worth individuals on various tax issues. Learn More

Personal Tax and Advisory

Our tax professionals assist clients with forecasting annual income and developing strategies to minimize future taxes. We help clients with estate or individual planning to ensure maximum savings while meeting specific financial and family goals. Learn More

Business Consulting

Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. Learn More

Bookkeeping & Accounting

Davie Kaplan’s full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is tailored to your specific needs by experienced professionals. Learn More

Wealth Care

We work with a select group of individuals and business owners, executives and retirees to build and preserve tax-efficient income and family wealth. Our mission is to help clients achieve long-term financial security through tax efficient wealth management. Learn More

Content Library

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  • Tax Ideas
  • Business Planning
  • Personal Planning

Tax Ideas

New IRS Ruling May Rescue Estate Plans

November 6, 2017

President Trump’s campaign promise to abolish the federal estate tax may or may not be realized. Meanwhile, the “death tax” still exists,…read more

Business Planning

Outlining the Trump Tax Plan

October 4, 2017

As a candidate in 2016, Donald Trump promised significant tax reform. A few months after becoming President, Trump released a one-page outline…read more

Personal Planning

Prepare Your Kids for Financial Independence

November 17, 2017

An AICPA survey discovered that parents are more likely to talk with their children about manners, eating habits, school grades, and substance…read more

DK Spotlight

Davie Kaplan Awarded Top Workplace!

Davie Kaplan is honored to be one of the Top Workplaces in Rochester!

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