Davie Kaplan, CPA, P.C.

Davie Kaplan, CPA, P.C. Davie Kaplan is a leading CPA and wealth management firm, serving Rochester, New York since 1934.

Serving Rochester, New York, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families. We have been recognized as one of the Best Companies to Work for in N

ew York by the Best Companies Group, and we’ve been named a Top Place to Work by the Rochester Democrat & Chronicle. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC and Davie Kaplan Wealth Care Advisors, LLC, both registered investment adviser. Cetera is under separate ownership from any other named entity.

An inheritance often arrives during a difficult season, when decisions can feel both personal and complicated.Before dec...
05/28/2026

An inheritance often arrives during a difficult season, when decisions can feel both personal and complicated.

Before deciding whether to spend, invest, sell or transfer assets, it can help to slow down and get organized. Different assets may come with different tax treatment, timing considerations and paperwork. A house, an investment account, a retirement account and a trust distribution may each require a different approach.

The first step is understanding what you have, what decisions need to be made now and what can wait. From there, you can make choices that fit your own financial life while honoring the purpose behind what was passed on.

At Davie Kaplan, we help families sort through the tax, accounting and planning questions that can come with an inheritance.

Paying for college is one of the most meaningful ways parents want to support their children, but it can also create dif...
05/26/2026

Paying for college is one of the most meaningful ways parents want to support their children, but it can also create difficult financial tradeoffs.

When tuition bills start to feel real, it may be tempting to look at retirement savings as a way to help. The challenge is that retirement accounts are meant to support decades of future income, and taking from them too early can make it harder to stay on track later.

There are many ways to approach college funding, including savings, cash flow, financial aid, scholarships and loan options. Retirement has fewer backup plans. That’s why it helps to evaluate both goals together before making a decision.

At Davie Kaplan, we help families think through these conversations with care, balancing support for children with the long-term security parents are also working toward.

Team Davie Kaplan was glad to take part in this year’s Rochester JPMorganChase Corporate Challenge.It was a great evenin...
05/23/2026

Team Davie Kaplan was glad to take part in this year’s Rochester JPMorganChase Corporate Challenge.

It was a great evening to get outside, connect with colleagues and be part of a fun community event.

Summer hours begin this week. Now through Labor Day, our office will close at noon on Fridays so our team can enjoy a li...
05/21/2026

Summer hours begin this week. Now through Labor Day, our office will close at noon on Fridays so our team can enjoy a little extra time with family, friends and the season. Regular office hours will remain in place Monday through Thursday.

Thank you for your understanding, and we wish you a safe and enjoyable summer.

05/20/2026

A financial decision can look right on paper and still create tax consequences you didn’t expect.

That’s why tax-intelligent financial planning considers more than one piece of the picture at a time. Income, investments, retirement timing, charitable giving, business ownership and estate planning decisions can all affect each other.

When tax strategy and financial planning are coordinated, decisions can be evaluated with better context. The goal is to understand not only what a strategy may accomplish, but how it may affect cash flow, taxes and long-term flexibility.

At Davie Kaplan, our tax and wealth teams work together to help clients make more informed decisions across the full financial picture.

An audit can satisfy a requirement, but the right assurance process can also help leadership understand the business mor...
05/19/2026

An audit can satisfy a requirement, but the right assurance process can also help leadership understand the business more clearly.

Reliable financial reporting matters when you’re managing lender expectations, preparing for board conversations, evaluating internal controls or planning for growth. The process can reveal more than whether the numbers are accurate — it can highlight where reporting, documentation and systems may need attention.

Financial statements are often used by banks, bonding companies, investors and leadership teams to evaluate the strength and stability of the business. When reporting is clear and dependable, it supports better decisions.

At Davie Kaplan, our audit and assurance services are grounded in technical accuracy, practical communication and an understanding of how financial information supports the business beyond the report itself.

Retirement readiness is about more than reaching a number.For many people, retirement planning focuses on savings, incom...
05/14/2026

Retirement readiness is about more than reaching a number.

For many people, retirement planning focuses on savings, income and investment strategy. Those pieces matter, but the transition also affects identity, routine, spending habits and how you want to spend your time.

In her article, Deanna Gutta explains why preparing for retirement should include both the financial and personal sides of the transition. Questions like “What will my days look like?” or “How do I feel comfortable using what I’ve saved?” can be just as important as portfolio projections.

A strong retirement plan should help you understand where your income will come from, how your spending may change and what will give this next chapter meaning.

Read more: https://www.daviekaplan.com/blog/retirement-readiness-preparing-for-more-than-just-the-numbers

For the fifth consecutive year, Davie Kaplan has been named one of the Best Places to Work in New York, ranking 8th this...
05/12/2026

For the fifth consecutive year, Davie Kaplan has been named one of the Best Places to Work in New York, ranking 8th this year. This recognition reflects the people who make our firm what it is — a team committed to supporting one another, serving clients well and building a workplace where people can grow.

Thank you to everyone at Davie Kaplan who helps make this a place where people want to work and do their best work.

2026 Best Companies to Work for in New York small companies (15-99 employees) issued by BridgeTower Media and The New York State Council of the Society for Human Resource Management. Best Companies to Work for in New York is a research-driven program that examines a company’s practices, programs and benefits and surveys its employees. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final rankings. To be considered, companies must have at least 15 full-time or part-time employees working in New York; be a for-profit or not-for-profit business or government entity; be a publicly or privately held business; have a facility in the State of New York and be in business a minimum of one year. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Members of the Davie Kaplan team recently attended a Cetera Tax Channel industry recognition event in Hawaii.We’re grate...
05/11/2026

Members of the Davie Kaplan team recently attended a Cetera Tax Channel industry recognition event in Hawaii.

We’re grateful for the experience, and even more grateful for the clients, colleagues and team members whose trust and hard work make moments like this possible.

05/07/2026

Building credit is one of the early financial habits that can shape bigger decisions later.

Credit affects more than whether someone can qualify for a loan. It can influence borrowing costs, housing options, insurance rates and long-term financial flexibility. The goal is to build a track record that shows lenders you can manage debt responsibly over time.

That starts with a few core habits: paying bills on time, keeping balances manageable, limiting unnecessary applications and checking your credit report for errors. These steps may seem simple, but consistency matters.

Our latest Financial Foundations video explains the basics of building credit in a practical, approachable way. It’s a helpful resource to share with someone who is starting to manage money more independently.

Watch the video and explore the series at daviekaplan.com.

Address

100 Meridian Centre Boulevard, Suite 200
Rochester, NY
14618

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

Telephone

(585) 454-4161

Website

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