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

View Blog
  • Tax Ideas
  • Business Planning
  • Personal Planning

Tax Ideas

Men Looking Over Paperwork

Tax Preparation Checklist: What You Need to Know Now for the 2021 Tax Season

March 11, 2021

We’re all ready to put 2020 to bed for good! As tax day approaches – Thursday, April 15th, 2021 – here are…read more

Business Planning

Small Business Accounting Tips For The Holidays

December 28, 2020

The holidays can be stressful for everyone, even more so if you own a business. Here are a few accounting tips to…read more

Personal Planning

How to Choose the Right Financial Advisor for You

December 7, 2020

When it comes to your finances, it’s important to take the necessary steps to ensure you are in the right hands. Choosing…read more

DK Spotlight

We Are Pleased to Announce a New Partner!

Nick Piehler has been promoted to Partner! Nick began his career in 2005 and joined the firm in 2013 as a manager. He will serve as a Partner in the firm’s accounting and auditing department where he will continue his work with business owners and entity clients in the manufacturing, contractor, health care, non-for-profit and governmental industries.

Read More

In the Community

DK in the Community