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.
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Succession Planning for Small Business Owners: Ensuring a Smooth Transition
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Davie Kaplan Moves to New Rochester Location
July 29, 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.