Team

Our team of first-class professionals will work with you to build a tailored plan. We are always hard at work for you.

Here’s what your team looks like:

dk-wealth-team

Interested in learning more?

Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

Learn More