Davie Kaplan, CPA, P.C

Davie Kaplan, CPA, P.C is an integrated accounting and wealth management firm founded in 1934. The firm employs between 100 and 249 professionals and is headquartered in Rochester, New York. It offers a client-centered approach focused on business and personal financial needs.

The firm's certified public accountants and financial advisors collaborate to provide holistic solutions that maximize opportunities and minimize tax liabilities. Davie Kaplan has a proven track record in tax management, audit, financial statement services, and compliance. The firm requires prospective clients to inquire for both minimum budget and hourly rate details.

Davie Kaplan's services include accounting and tax preparation. The firm's areas of expertise cover accounting expertise with a focus on tax preparation. It serves clients across multiple industries, including healthcare, manufacturing, real estate, and construction.

The firm supports clients in the manufacturing and distribution, commercial real estate, and construction industries. Davie Kaplan builds long-term relationships based on trust, integrity, and expert guidance. The firm provides strategies for business expansion, transition planning, and personal wealth management.

No Google reviews are available for Davie Kaplan on the DesignRush profile. The profile is unclaimed, and no client testimonials are listed. The firm's portfolio images are placeholder images, indicating that no project examples are publicly displayed on the platform.

Davie Kaplan empowers clients to make informed financial decisions confidently through its comprehensive services. The firm's integrated approach combines accounting and wealth management to address both business and personal financial goals.