Business Services

We make your future our business.

Many of our clients are business owners, and we offer a full range of financial services that will serve you from start-up through maturity and any future ownership transition.

Tax Management
As your organization’s top-line revenue grows, the goal is always to keep as much of it as possible. Our role is to help you identify viable opportunities to pay less tax, and then prepare a quality return that won’t invite a challenge.

Audit & Assurance
A properly conducted audit can provide valuable insight into operational efficiencies, internal control weaknesses and business opportunities. We also offer support with fraud investigations, employee benefit plan audits and litigation support.

Employer-Sponsored Retirement Plans
We help businesses design and manage company retirement plans that are tailored to meet your needs and goals. We work alongside you and your employees to ensure they understand, use and maximize their opportunity to plan for the future.

Accounting & Bookkeeping
Our team will handle all your accounting needs. We have the flexibility to be a short-term alternative while trying to replace a bookkeeper, directly assist business owners with their books, or supervise an existing bookkeeper to act as a second set of eyes and trainer.

Business Consulting
We help business owners optimize the long-term health of their business at every stage of ownership. From management structure to operations, debt refinancing, business valuations and mergers and acquisitions, we specialize in helping executives make critical decisions.

Providing trusted expertise for three generations

Davie Kaplan helps you understand the real story about your organization’s performance, so you’re positioned to make solid – and timely – decisions and take best advantage of emerging opportunities. As the trusted CPA for Rochester businesses since 1934, we know how to structure and manage accounting processes to ensure useful, real-time reporting and minimize tax exposure. Our certified public accountants and financial advisors work side by side to provide tax-intelligent holistic guidance to maximize your opportunities.

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.