In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. At the core of our tax advisory practice is our tax department, a team of creative researchers, planners and tax law experts. We have extensive experience in consulting with business owners, families and high-net-worth individuals on various tax issues.
Our tax professionals assist clients with forecasting annual income and developing strategies to minimize future taxes. We help clients with estate or individual planning to ensure maximum savings while meeting specific financial and family goals. Davie Kaplan provides numerous specialty services to our clients located throughout the United States.
Our tax professionals assist clients with forecasting annual income and developing strategies to minimize future taxes. We help clients with estate or individual planning to ensure maximum savings while meeting specific financial and family goals. Davie Kaplan provides numerous specialty services to our clients located throughout the United States.
Services
Davie Kaplan is a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. 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.
In addition to comprehensive audit, accounting and tax services, Davie Kaplan provides numerous specialty services to our clients located throughout the United States. Through our affiliation with BKR International we are also able to effectively service clients with foreign operations.
We are also members of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the SEC Practice Section of the AICPA.
We are also members of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants and the SEC Practice Section of the AICPA.
Davie Kaplan, CPA, P.C. is a leading provider of auditing, tax, reorganization and financial advisory services in Upstate New York. BKR International is an association of 128 independent accounting firms in 300 locations worldwide. Member firms are selected on the basis of reputation, clientele, performance and professionalism.
To provide more comprehensive financial planning services to our clients, Davie Kaplan, CPA, P.C. has chosen Avantax Wealth Management as its broker-dealer for financial services transactions. Avantax Wealth Management was founded by CPAs and as a result understands the special concerns of CPAs for their clients.
Davie Kaplan's full-service audit and accounting services department in Rochester, NY is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is individually tailored to your specific needs by experienced professionals.
Our audit and accounting services comply with industry guidelines and regulatory pronouncements, as well as auditing, review, compilation or other attestation standards.We are members of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the SEC Practice Section of the AICPA.
Our audit and accounting services comply with industry guidelines and regulatory pronouncements, as well as auditing, review, compilation or other attestation standards.We are members of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the SEC Practice Section of the AICPA.
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