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Business Service Company

Davie Kaplan, CPA, P.C.

Rochester CPA and advisory firm for businesses and families, covering tax, compliance and business transition

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About Davie Kaplan, CPA, P.C.

Davie Kaplan, CPA, P.C. is a CPA and advisory firm in Rochester. It has served local businesses and families for over three generations.

Products and services

  • Tax and compliance: tax, compliance and financial management for businesses.
  • Business transition: preparing a business for a successful transition and planning how it is passed on.
  • Holistic wealth management: planning to grow and protect wealth over a lifetime and across generations.
  • Advisory support: practical analysis and tools for growth, expansion and long-term plans.

Who it serves

Businesses in construction, manufacturing, real estate development and multi-family property management, and families planning their finances.

Key facts

  • Based in: Rochester
  • Experience: over three generations serving the area
  • Resources: articles on wealth management, remote hiring, QuickBooks and business tax credits

Profile written by TrustList from the business's own published information, Oct 2026.

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