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Davie Kaplan, CPA, P.C. Company Logo
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  2. Davie Kaplan, CPA, P.C.

Davie Kaplan, CPA, P.C.

We are a leading firm of Certified Public Accountants and business advisors with historical roots dating back to 1934. Our services include audits, reviews, and compilations, along with comprehensive and timely income tax solutions for small and medium sized closely held companies. Our diverse client base consists of contractors, manufacturing and distribution, medical practices and real estate. In addition to these services we provide 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. A unique aspect to our service offerings is our ability to provide comprehensive financial planning for our clients. Through our affiliated entities we are able to help each of our clients achieve long-term financial security and peace of mind through tax-efficient wealth management.... Read more

Purpose

Be the top employer and service provider among CPA firms in our region.... Read more

Vision

Continue to grow our revenues, workforce and capabilities to achieve our short-term goals.... Read more

Mission

Provide valuable, innovative ideas and guidance to help closely-held business clients, their owners and other individuals flourish, prosper and achieve their lifelong goals.... Read more

Additional Culture Details

DK culture is defined as:
- Teamwork and collaboration
- Employee appreciation, recognition & celebration
- Client and community service
- Emerging technology
- Encouraging work/life balance
... Read more

Values

We are equally committed to the success of our clients, our people and our Firm.

Headquarters

Rochester, NY

Employees

58 US Employees

Industry

Certified Public Accountants & Consultants

Awards

Top Workplaces Regional Awards