Tax Planning & Compliance
Business tax planning and preparation that helps owners anticipate liabilities and make informed financial decisions.
Audit & Assurance
Independent audit and assurance services that provide reliable financial reporting for lenders, investors and stakeholders.
Accounting & Bookkeeping
Accounting, bookkeeping and financial reporting that help business owners understand profitability, cash flow and performance.
Business Advisory
Financial insight and advisory guidance to help owners evaluate opportunities, improve operations and plan for growth.
Business Retirement Plans
Employer-sponsored retirement plan design and management that supports both business owners and employees.
Planning for Business Owners
Tax-intelligent planning that connects business decisions with personal retirement, succession, estate and wealth planning goals.
Industry Experience
We work with businesses across many industries, with particular experience supporting companies that play an important role in the Rochester regional economy. Our team regularly works with manufacturers, construction firms, commercial real estate businesses and professional service organizations, including medical and dental practices.
Our experience working with companies in these industries helps us provide practical financial guidance that reflects the realities of their day-to-day operations.
Why Choose Davie Kaplan
Businesses often begin working with Davie Kaplan when their financial needs become more complex or when they want clearer insight into how their company is performing.
Some owners are seeking more reliable financial reporting or support with tax planning as their business grows. Others need audit or assurance services to meet lender or regulatory requirements, or guidance around decisions such as expansion, improving profitability or planning for ownership transition.
What Sets Us Apart
For many entrepreneurs and executives, business decisions and personal financial planning are closely connected. Compensation strategies, retirement planning, tax planning and succession decisions can affect both the company and the owner’s long-term financial goals.
Because business decisions often carry both tax and financial planning implications, Davie Kaplan’s CPAs work alongside financial advisors to help clients evaluate these decisions with coordinated insight from both perspectives.