As one of the region’s leading CPA and advisory firms, Davie Kaplan has been guiding Rochester businesses and families for over three generations.

Our wealth care advantage

Protect and Pass Your Family’s Legacy.

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Our wealth care advantage

The Best Financial Planning Strategy? Start Now.

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Our wealth care advantage

Prepare Your Business for Successful Transition.

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Free Guide
2020–2021 Tax Planning Guide To take advantage of all available breaks, you need to be aware of some major changes. Learn More
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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.