Davie Kaplan PC

For over 85 years, Davie Kaplan has been a trusted partner to businesses and families in Rochester and beyond. Founded in 1934, our firm has built a reputation for professionalism, integrity, and responsiveness, guided by our core values of expertise, trust, and relationships.

Our Expertise

Our team of certified public accountants and financial advisors work together to provide holistic guidance, combining expertise in tax, compliance, and financial management with a deep understanding of the unique challenges and opportunities faced by businesses and individuals in various industries, including health care, manufacturing, commercial real estate, and construction. Whether you're looking for expert tax management, audit and assurance services, business retirement plans, accounting and bookkeeping, business consulting, financial planning, investments, retirement planning, tax management, or legacy planning, we have the expertise and resources to support your goals.

Industry Expertise

Our team has extensive experience working with businesses in key industries, including:

• Manufacturing and Distribution: We provide comprehensive financial services, from accounting and bookkeeping to business consulting, to support the unique needs of manufacturers and distributors.
• Commercial Real Estate: From property valuation to real estate advisory services, we help commercial real estate developers, owners, and investors navigate the complex landscape of property ownership and development.
• Health Care: Our team has a deep understanding of the challenges and opportunities facing the health care industry, from regulatory compliance to financial planning and management.
• Construction: We provide accounting, bookkeeping, and consulting services to construction companies, from cost accounting to material sourcing.

Our Team

At Davie Kaplan, we prioritize people at the heart of everything we do. Meet our team of experienced professionals, who share a passion for helping businesses and families achieve their goals. From our leaders to our support staff, each member of our team is dedicated to delivering exceptional service and support to our clients. Learn more about our team leader's perspective on our blog.

Become a Partner in Your Financial Success

At Davie Kaplan, we believe that financial success is built on trust, expertise, and relationships. We become your partner, guiding you toward your financial goals with clear communication and unmatched levels of service and support. Contact us to learn more about how we can help you achieve your financial aspirations.