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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

DK Blog

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  • Tax Ideas
  • Business Planning
  • Personal Planning

Tax Ideas

Men Looking Over Paperwork

2020 Business Tax Items You Should Know

April 9, 2020

The Coronavirus has impacted our daily lives significantly.  To address this impact, recent announcements by the Internal Revenue Service have been made…read more

Business Planning

5 Benefits of Outsourced Bookkeeping

October 6, 2020

Benefits of Outsourced Bookkeeping When it comes to your business, bookkeeping is a crucial aspect and many businesses often go for the…read more

Personal Planning

The Benefits of an Audit in a Small Business

January 28, 2020

For many business owners, the thought of having a financial audit done on their company can be quite stressful. The reality is,…read more

DK Spotlight

We Are Pleased to Announce a New Partner!

Nick Piehler has been promoted to Partner! Nick began his career in 2005 and joined the firm in 2013 as a manager. He will serve as a Partner in the firm’s accounting and auditing department where he will continue his work with business owners and entity clients in the manufacturing, contractor, health care, non-for-profit and governmental industries.

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In the Community

DK in the Community

Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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