As one of the region’s leading CPA and advisory firms, Davie Kaplan has been guiding Rochester businesses and families for over three generations.
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From the Blog
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Building Success Into Your Succession Plan
August 9, 2022 -
Tax Strategies for Selling a Business
August 5, 2022 -
How to Fund the Sale of a Business in a Generational or Internal Transfer
July 12, 2022 -
How to Evaluate Alternative Sale Structures for Your Business
June 7, 2022
Our first priority is the health and resilience of your business
As a leading CPA firm, we strive to position you with high-level insight and practical tools so you can make the next big decision with assurance.
Whether you are looking for a CPA firm with proven expertise in tax, compliance, and financial management for our region’s key industries, including construction, manufacturing, real estate development, and multi-family property management – or need holistic analysis and advice to support your plans for expansion or business transition, our team brings focused experience and on-call resources to the table.
In an economy rife with uncertainty, Davie Kaplan brings you practical solutions and strategies to anchor your growth and long-term success.