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Davie Kaplan, CPA, P.C. Overview

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.

Purpose
To be the top employer and service provider among CPA firms in our region.
Vision
Continue to grow our revenues, workforce and capabilities to achieve our short and long-term goals.
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.
Additional Culture Details
Davie Kaplan Culture:

Teamwork & collaboration
Employee appreciation, recognition & celebration
Client and community service
Emerging technology
Encouraging work/life balance

Values
Integrity and honesty: We act with integrity and honesty.
Excellence: We strive for excellence in all we do.
Empowerment: We empower our people to be our client's best advocates through lifelong training and experiences.
Committment: We are equally committed to the succcess of our clients, our people and our Firm.
Headquarters
Rochester, NY
Employees
55 US Employees
Industry
Certified Public Accountants & Consultants
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Awards

Top Workplaces Regional Awards
2020
2019
2018
2017