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.
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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.
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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.
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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.
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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.
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