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

Tips for the Approaching Tax Season

December 31, 2019

After the hustle and bustle of the holiday season, taxes may be the last thing on your mind. However, there are many…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

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

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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