Davie Kaplan Moves to New Rochester Location 

We are delighted to announce that we are moving to a new office. Effective July 29, 2024, Davie Kaplan will be located at 100 Meridian Centre Blvd., Suite 200, Rochester, NY 14618.  This move marks a significant milestone for the company as we continue to provide outstanding accounting and wealth management services for businesses, individuals and families.  

“At Davie Kaplan, we are focused on giving our clients the insight and tools they need to make informed financial decisions. This exciting move will allow us to increase cross-team collaboration, giving clients an enhanced experience when they visit us,” said Jennifer Jones, CPA, and CEO of Davie Kaplan.  

With roots dating back to 1934, Davie Kaplan has been guiding Rochester businesses and families for over three generations. We have been recognized as one of the Best Companies to Work for in New York by the Best Companies Group, and we have been named a Top Place to Work by the Rochester Democrat & Chronicle.  

Offering comprehensive services, Davie Kaplan has 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.