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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

Navigating Obstacles to Manufacturing Recovery

August 18, 2021

By Kirsten D. Champlin, CPA and Gregory A. Miller, CPA/PFS, CVA Nearly 18 months after the COVID-19 pandemic sent the world economy…read more

Business Planning

Managing Construction Finance: 4 Key Challenges

October 12, 2021

By Brian Sauers, CPA and Anthony Cicotta, CPA Construction industry players face a specific set of challenges in their quest to develop…read more

Personal Planning

Are You On Track to Achieve Your Financial Goals?

September 28, 2021

By Christopher Sassone, CFP®, CLTC® If you’re reading this, you are likely no stranger to the practice of saving and investing for…read more

DK Spotlight

Internal Promotions!

Davie Kaplan would like to congratulate the following team members on their recent promotion to Senior Manager - Jeanette Townsend, David Edmondson, Sean Wegman and Sheila Monachino!

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In the Community

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