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.
Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. Davie Kaplan's full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services.
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.
Through our affiliation with BKR International we are also able to effectively service clients with foreign operations. Davie Kaplan's full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services.
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.
We are committed to adding value with our pro-active approach to identifying opportunities that focus on business solutions.
Our caring attitude, creativity, and diligence benefits you by acknowledging the simple fact that our success is dependent on your success.
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.
We are committed to adding value with our pro-active approach to identifying opportunities that focus on business solutions.
Our caring attitude, creativity, and diligence benefits you by acknowledging the simple fact that our success is dependent on your success.
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.
By leveraging these relationships with our in-house expertise we are able to stay current on the ever changing technical, regulatory and legal developments in our profession and provide high quality services that are individually tailored to each client's specific needs.
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.
By leveraging these relationships with our in-house expertise we are able to stay current on the ever changing technical, regulatory and legal developments in our profession and provide high quality services that are individually tailored to each client's specific needs.
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.
Our affiliation as an independent member of BKR provides us with the capabilities and resources of an international firm while allowing us to continue to provide excellent personal service.
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.
Our affiliation as an independent member of BKR provides us with the capabilities and resources of an international firm while allowing us to continue to provide excellent personal service.
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.
Through our relationship with Avantax Wealth Management we have full time financial planning capabilities in our office.
This allows Davie Kaplan partners to work closely with our clients and develop financial strategies which are designed to integrate the financial needs of our clients with the appropriate investments to enhance personal wealth while keeping a careful eye on the clients tax concerns.
Avantax Wealth Management was founded by CPAs and as a result understands the special concerns of CPAs for their clients.
Through our relationship with Avantax Wealth Management we have full time financial planning capabilities in our office.
This allows Davie Kaplan partners to work closely with our clients and develop financial strategies which are designed to integrate the financial needs of our clients with the appropriate investments to enhance personal wealth while keeping a careful eye on the clients tax concerns.
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.
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.
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