News & Events

Alan Rich Becomes Partner

DAVIE KAPLAN, CPA, P.C.is proud to announce that Alan E. Rich, Jr., CPA/ABV has been promoted to partner in the tax department.  Alan is a graduate of Ithaca College and is a member of the Forensic and Valuation Services section of the American Institute of Certified Public Accounts along with being accredited in Business Valuations.

Davie Kaplan Partner Appointed to Board of Directors

Jeffrey Wexler has been named to the board of directors for the Rochester Area Community Foundation. The Community Foundation works to improve the quality of life in the greater Rochester region by evaluating and addressing community issues promoting responsible philanthropy, and connecting donors to the critical needs of the community. Mr. Wexler is a partner in the firm's Audit and Accounting department.

Website Wins Gold

Atomic Design has been awarded gold in the "Best Overall" category from over 5,000 entries for the design of Davie Kaplan's website. A look at the winners shows a range in size from individual communicators to media conglomerates and Fortune 500 companies. The competition is so well thought of in the industry that national public relations organizations, local ad clubs, and local business communicator chapters are entrants. MarCom Awards are administered and judged by the Association of Marketing and Communication Professionals. The Association oversees awards and recognition programs and sets standards for excellence.

Jennie O'Brien Promoted to Manager

DAVIE KAPLAN, CPA, P.C. is proud to announce the following:Jennie L. O'Brien, CPA has been promoted to manager in the firm's Auditing and Accounting department as of September 1, 2010. Jennie is a graduate of SUNY Geneseo and has been with the firm for 5 years.

Jennifer Jones Makes Partner

DAVIE KAPLAN, CPA, P.C. is proud to announce that Jennifer R. Jones, CPA has been promoted to partner in the Auditing and Accounting department where she also serves as the department chair. Jennifer, a graduate of the State University of New York at Geneseo, has been with the firm for fifteen years.

Tax Department Adds New Manager

DAVIE KAPLAN, CPA, P.C. is proud to announce that Sheila M. Monachino, CPA has joined the firm as a Manager in the Tax department. A graduate of Nazareth College of Rochester, Sheila's prior work experience is with The Bonadio Group, where she was most recently a manager in the Small Business Advisory group.

Managing Partner Reaches New Heights

Patrick R. George, CPA, participated on Friday, May 21, 2010, in the 21 Stories for Scouts fundraiser event. This unique event challenged individuals to rappel down the side of the First Federal Plaza located in downtown Rochester. Money raised will go to support urban scouting programs, including the over 40 after-school programs in Rochester schools.