At Davie Kaplan, we provide accounting and wealth management services for businesses, individuals and families. We have proven expertise in tax, audit, financial statement service, compliance and financial planning – and so much more. Whether you need strategies for expanding your business or growing your personal wealth, we can give you the insight and tools you need to make informed decisions.
Free Guide
Your Guide to Wealth Management
Learn how holistic wealth management is vital for growing and protecting wealth throughout your lifetime and for generations to come.
Learn More
Contact Us
How can we help you? Please let us know if you have a question, or would like further information about Davie Kaplan. Get in Touch
From the Blog
-
Understanding the Tax Implications of Charitable Trusts
November 7, 2024 -
Succession Planning for Small Business Owners: Ensuring a Smooth Transition
October 9, 2024 -
Important Update on Beneficial Ownership Information (BOI) Reporting Requirements
September 26, 2024 -
Top 10 Tax & Money Mistakes to Avoid in Your Medical Career
August 27, 2024
Expertise you can trust. Relationships you can count on.
Our certified public accountants and financial advisors work side by side to provide tax-intelligent holistic guidance to maximize your opportunities and minimize your tax burden. Our team approach brings together the best of both worlds to give you peace of mind and confidence in the future.
Whether you are looking for a CPA firm with proven expertise in tax, compliance, and financial management for our region’s key industries, including health care, manufacturing, construction or commercial real estate – or need holistic analysis and advice to support your plans for expansion or business transition, our team brings focused experience and on-call resources to the table.