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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

Davie Kaplan 2016 Fall Seminar

September 14, 2016

Join us this year at Locust Hill Country Club! Davie Kaplan 2016 Fall Seminar – October 26-27 Join us for a two-day…read more

Business Planning

Using IRA Money to Buy a Business Can Be Dangerous

August 8, 2016

Business owners may need capital to support growth, and the money in their IRA can be tempting. Nevertheless, the pitfalls can be…read more

Personal Planning

The Second Best Investment You Can Make

September 1, 2016

Many companies offer 401(k) or similar retirement plans to their employees, and an employer match might be available. If that’s the case,…read more

DK Spotlight

Davie Kaplan 2016 Fall Seminar

Join us this year at Locust Hill Country Club on October 26-27!

Read More