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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

Content Library

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  • Tax Ideas
  • Business Planning
  • Personal Planning

Tax Ideas

Men Looking Over Paperwork

Taxes & Professional Athletes

August 24, 2018

What it’s Like to Be an Athlete Through the Eyes of an Accountant It’s that time of year again. Jerseys are out,…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

Using Accounting Software vs. a CPA: What’s Best for You?

June 3, 2019

Running a business comes with many responsibilities. It’s probably safe to say that financial bookkeeping is not one of the responsibilities that…read more

DK Spotlight

Top Work Place

Davie Kaplan is honored to be the top CPA firm in the small business category for Rochester’s Top Workplace Awards! The evaluation was based upon feedback from our employees, so thank you to everyone for making DK a great place to work. Congratulations to the other Top Workplaces as well!

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In the Community

DK Team in the Community Committed to our community.

©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 1st Global Capital Corp., Member FINRA, SIPC.

Investment Management Solutions (“IMS”) Platform fee-based management accounts offered through 1st Global Advisors, Inc. All other financial planning services offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC and 1st Global Capital Corp. are unaffiliated entities. Insurance services offered through 1st Global Insurance Services, Inc. or Davie Kaplan Wealth Care Advisors, LLC. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, DE, DC, FL, GA, HI, IN, KY, ME, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, PA, RI, SC, TX, VA, and WA. This is not an offer to sell securities in any other state or jurisdiction.

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