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Davie Kaplan

Davie Kaplan

Certified Public Accountants: Davie Kaplan in Rochester, NY
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DK Staff Supporting the Bills

Davie Kaplan Billieves in the Buffalo Bills! Today, employees showed their team spirit in sporting their favorite Buffalo Bills gear in anticipation of the Bills first playoff game in 17 years! We wish the Buffalo Bills good luck in their game this Sunday vs the Jacksonville Jaguars!

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Our audit expertise spans numerous industries, including:

  • Contractors
  • Manufacturing & Distribution
  • Franchises
  • Medical Practices
  • Non-Profit Organizations
  • Real Estate
  • Fiduciary and Trust Services
  • Other Industries

Davie Kaplan

Certified Public Accountants: Davie Kaplan in Rochester, NY

©2021 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 Avantax Investment Services℠, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory Services℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

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