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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

Who We Serve

DK Blog

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  • Tax Ideas
  • Business Planning
  • Personal Planning

Tax Ideas

Men Looking Over Paperwork

Year-end tax tips to save you money in 2020

November 21, 2019

Year after year there are new changes to tax laws, and 2019 is no exception. With new laws and regulations coming our…read more

Business Planning

Tips for Decreasing Employee Turnover

December 4, 2018

Businesses of all sizes and across many industries are facing a similar challenge, employee retention. Retention is important because employee turnovers can…read more

Personal Planning

Benefits of Using Accounting Services to Help With Financial Planning

October 2, 2019

Financial advisors and CPAs have different job functions by nature but often these roles can be combined into one person. CPAs typically…read more

DK Spotlight

top work places to work 2019 trophy

Davie Kaplan appoints new president and CEO - by Gino Fanelli

Davie Kaplan CPA P.C. has switched up its executive team, dividing the president and CEO into two positions and appointing two managing partners to fill the roles. The role of president is now filled by Scott Kogler, while Jennifer Jones, the first female managing partner at the firm, will serve as CEO. Responsibilities will be divided between the two, with Kogler leading the strategic growth plan, revenue growth and more of the external components of leadership, while Jones will serve as the internal-focused leader, including risk management, staffing, work culture and managing partners.

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In the Community

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©2019 Davie Kaplan, CPA, P.C.

  • 1000 First Federal Plaza
  • Rochester, New York 14614
  • Tel: 585-454-4161
  • Fax: 585-454-2573

Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today’s complex business environment.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory Service℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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