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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 Law May Boost C Corporations

July 7, 2016

As explained in the April 2016 issue of the CPA Client Bulletin, the recently-signed Protecting Americans from Tax Hikes Act of 2015…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

Make the Most of College Financial Aid

August 22, 2016

As the first article of this issue of the CPA Client Bulletin notes, the net price of higher education will depend on…read more

DK Spotlight

Key Tax Provisions in the Path Act of 2015

On December 18, 2015, President Obama signed into law the Protecting Americans from Tax Hikes Act of 2015 (the PATH Act) and the omnibus fiscal year 2016 budget bill.

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