As one of the region's leading CPA and advisory firms, Davie Kaplan has been guiding Rochester businesses and families for over three generations. How can we help you? Please let us know if you have a question, or would like further information about Davie Kaplan. As a leading CPA firm, we strive to position you with high-level insight and practical tools so you can make the next big decision with assurance.

Whether you are looking for a CPA firm with proven expertise in tax, compliance, and financial management for our region's key industries, including construction, manufacturing, real estate development, and multi-family property management - or need holistic analysis and advice to support your plans for expansion or business transition, our team brings focused experience and on-call resources to the table.

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About Report

How do you know you've teamed up with the right CPA? At Davie Kaplan, we focus on bringing you a responsive, qualified team of business advisors that can seamlessly handle first-order accounting and tax needs - that's a given. What you also get is the benefit of a holistic mindset - and a team of business advisors committed to learning and understanding how all the moving parts of your business fit together.

Team Report

As a client of Davie Kaplan Wealth Care Advisors, LLC, you have the distinct advantage of knowing that you are working with not only a team of seasoned investment professionals who have achieved the CERTIFED FINANCIAL PLANNER certification but are also joined by Certified Public Accountants to provide you and your family with extensive professional expertise in matters pertaining to your financial well-being. This team approach to working on your financial well-being is unique in investment and tax related practices.

Careers Report

Your career at Davie Kaplan, CPA, P.C. is a collaborative path that positions you for personal and professional growth. Our Firm has dedicated, experienced and well-trained professionals who provide high quality services to our clients. We prioritize learning and development, flexible working conditions and giving back to the communities where we live and work.

Client Corner Report

An electronic tax organizer, My1040Data, which is now our desired method for you to transmit both your electronic organizer and your tax source documents in one file to us. We ask you to strongly consider using this option as it may provide efficiencies and security to both you and us.

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