http://www.daviekaplan.com/wp-content/uploads/2014/10/4-480x205.jpg

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

View Library
  • Tax Ideas
  • Business Planning
  • Personal Planning

Tax Ideas

IRS okays home equity deductions

June 15, 2018

As previously reported in the April 2018 edition of the CPA Client Bulletin, the Tax Cuts and Jobs Act of 2017 affected…read more

Business Planning

No tax deductions for business entertaining

June 1, 2018

The good news is that the TCJA of 2017 lowered corporate tax rates from a graduated schedule that reached 35% to a…read more

Personal Planning

Two five-year tests for Roth IRAs

June 7, 2018

The pros and cons of Roth IRAs, which were introduced 20 years ago, are well understood. All money flowing into Roth IRAs…read more

DK Spotlight

Gray Certified Public Accounting, P.C. Joins Davie Kaplan, CPA, P.C.

We are pleased to announce that Arnold Gray, Gray Certified Public Accounting, P.C. has joined Davie Kaplan.

Read More