Contact Us
Careers
FAQs
Broker Check

Client Corner

About

Our Team

Careers

News & Events

In the Community

Business Services

Tax Management

Audit & Assurance

Business Retirement Plans

Accounting & Bookkeeping

Business Consulting

Individual Services

Financial Planning

Investments

Retirement Planning

Tax Management

Legacy Planning

Industries

Manufacturing & Distribution

Commercial Real Estate

Construction

Health Care

Professional Services

Resources

Blog

Guides

About
Business Services
Individual Services
Industries
Resources
- Blog
- Guides
Contact Us
Careers
BrokerCheck
Client Corner

Blog

Featured Article

Reflecting on a Year of Growth and Connection: Highlights from 2024 at Davie Kaplan

December 6, 2024

Read Post

Resources

Blog
Guides

Subscribe

Email(Required)

Δ

©2023 Davie Kaplan, CPA, P.C. All Rights Reserved.

Check the background of your financial professional on FINRA’s BrokerCheck.

Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today’s complex business environment.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.

Investment advisory services offered through Avantax Advisory Services℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management^SM or its subsidiaries. Avantax Wealth Management^SM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency. Are not deposits of or guaranteed by the bank or any bank affiliate. May lose Value.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The ChFC® mark is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Privacy Policy Sitemap

Exciting News: We've moved to a new location!

Thank you for submitting the form

Learn more

X