About Davie Kaplan
Accounting, Tax and Wealth Management in Western New York
Davie Kaplan has served Rochester businesses, individuals and families for generations. With roots dating back to 1934, our firm has grown around long-standing relationships, practical guidance and a deep understanding of the financial decisions our clients face.
Today, Davie Kaplan provides accounting, tax, advisory and wealth planning services for business owners, families and organizations across the region. Clients come to us for many reasons: a growing business, a tax question, an audit requirement, a retirement decision, an estate planning need or a financial transition that affects more than one part of their life.
Our CPAs and financial advisors work alongside one another when appropriate so clients can consider these decisions from a tax-intelligent perspective.
Built on Relationships and Practical Guidance
Davie Kaplan is large enough to offer a broad range of services, but personal enough to build long-term relationships with the clients we serve. We take the time to understand the people behind the numbers, the history behind the business and the goals that shape each decision.
That approach matters whether we are preparing financial statements, reviewing tax planning opportunities, supporting a business owner through growth or helping a family plan for the future.
A Team Committed to This Community
Our firm has been recognized as one of the Best Companies to Work for in New York by the Best Companies Group.
This recognition reflects something important about Davie Kaplan: our people are central to the client experience. We invest in professional development, collaboration and community involvement because strong teams are better equipped to serve clients well.
Join Our Team
If you are looking to begin or advance your career with a firm that values learning, relationships and community involvement, explore our current opportunities.