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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

DK Blog

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  • Tax Ideas
  • Business Planning
  • Personal Planning

Tax Ideas

Men Looking Over Paperwork

Employee Benefit and Retirement Plans: Everything You Need to Know

April 26, 2021

In today’s competitive market for talent, your employee benefits plan can play a significant role in attracting and retaining employees. It’s important…read more

Business Planning

3 Trends in Rochester NY Commercial Real Estate: Outlook Shifts from Uncertainty to Cautious Optimism

June 2, 2021

Like every market in the country, the market for commercial real estate in Rochester, NY, endured a prolonged pause for most of…read more

Personal Planning

Employee Benefit and Retirement Plans: Everything You Need to Know

April 26, 2021

In today’s competitive market for talent, your employee benefits plan can play a significant role in attracting and retaining employees. It’s important…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

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