At Davie Kaplan, we provide accounting and wealth management services for businesses, individuals and families. We have proven expertise in tax, audit, financial statement service, compliance and financial planning – and so much more. Whether you need strategies for expanding your business or growing your personal wealth, we can give you the insight and tools you need to make informed decisions.
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From the Blog
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Davie Kaplan Named a 2025 Top Avantax Firm
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Is Your Business Retirement Plan Doing Enough? How to Evaluate and Optimize It Mid-Year
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Navigating Tax Season Surprises: What to Do When Your Refund Isn’t What You Expected
May 8, 2025 -
5 Tax Strategies to Maximize Returns and Minimize Burdens
April 1, 2025
Expertise you can trust. Relationships you can count on.
Our certified public accountants and financial advisors work side by side to provide tax-intelligent holistic guidance to maximize your opportunities and minimize your tax burden. Our team approach brings together the best of both worlds to give you peace of mind and confidence in the future.
Whether you are looking for a CPA firm with proven expertise in tax, compliance, and financial management for our region’s key industries, including health care, manufacturing, construction or commercial real estate – 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.