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Insights

Sustainability & Growth Established regional presence with a long tenure since 1934 and a strong reputation as a Best Firm to Work For, signaling trusted client relationships and potential for cross-sell of wealth management and advisory services to existing accounting clients.

Integrated Services Combination of tax, accounting, and wealth planning positions the firm to offer bundled CFO- or financial planning services to business owners and high-net-worth individuals, increasing average wallet share per client.

Technology Footprint Tech stack including AWS, Google Cloud, WordPress, and Datadog suggests appetite for scalable, secure client portals and data analytics; sales opportunities exist in modernization projects, cloud migrations, and secure client collaboration tools.

Revenue & Scale Mid-market revenue range and headcount indicate capacity for growth initiatives, such as expanding advisory services, digital transformation offerings, or outsourced finance functions for mid-sized firms in Rochester and adjacent markets.

Market Positioning Strong local recognition and awards create credibility for pursuing strategic partnerships, referral programs, and targeted outreach to Synergy with larger regional firms or networks seeking reputable, full-service accounting and wealth management firms.

Similar companies to Davie Kaplan, CPA, P.C.

Davie Kaplan, CPA, P.C. Tech Stack

Davie Kaplan, CPA, P.C. uses 8 technology products and services including Amazon Web Services, cdnjs, WordPress, and more. Explore Davie Kaplan, CPA, P.C.'s tech stack below.

Davie Kaplan, CPA, P.C.'s Email Address Formats

Davie Kaplan, CPA, P.C. uses at least 3 email formats:
Davie Kaplan, CPA, P.C. Email FormatsExamplePercentage
FLast@daviekaplan.comJDoe@daviekaplan.com
83%
Last@daviekaplan.comDoe@daviekaplan.com
15%
FirstLast@daviekaplan.comJohnDoe@daviekaplan.com
2%

Frequently Asked Questions

What is Davie Kaplan, CPA, P.C.'s phone number?

Minus sign iconPlus sign icon You can contact Davie Kaplan, CPA, P.C.'s main corporate office by phone at
+1-585-454-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Davie Kaplan, CPA, P.C.'s official website and social media links?

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C.'s official website is daviekaplan.com and has social profiles on LinkedIn.

How much revenue does Davie Kaplan, CPA, P.C. generate?

Minus sign iconPlus sign icon As of October 2026, Davie Kaplan, CPA, P.C.'s annual revenue is estimated to be $50M - $100M.

What is Davie Kaplan, CPA, P.C.'s SIC code and NAICS code?

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C.'s SIC code is 7389 - Business Services, Not Elsewhere Classified and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Davie Kaplan, CPA, P.C. have currently?

Minus sign iconPlus sign iconAs of October 2026, Davie Kaplan, CPA, P.C. has approximately 70 employees across 1 continents, including North America. Key team members include Owner: D. K., Financial Advisor / Operations Manager: A. O. and Manager: L. J. Explore Davie Kaplan, CPA, P.C.'s employee directory with LeadIQ.

What industry does Davie Kaplan, CPA, P.C. belong to?

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C. operates in the Accounting industry.

What technology does Davie Kaplan, CPA, P.C. use?

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C.'s tech stack includes Amazon Web Services, cdnjs, WordPress, MySQL, Google Cloud, jQuery, WP Engine and Datadog.

What is Davie Kaplan, CPA, P.C.'s email format?

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C.'s email format typically follows the pattern of FLast@daviekaplan.com. Find more Davie Kaplan, CPA, P.C. email formats with LeadIQ.

When was Davie Kaplan, CPA, P.C. founded?

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C. was founded in 1934.
Davie Kaplan, CPA, P.C. logo

Davie Kaplan, CPA, P.C.

AccountingNew York, United States51-200 Employees

Davie Kaplan, CPA, P.C. is a Rochester-based professional services firm that integrates accounting with financial planning. A multidisciplinary team of accountants, business consultants, and wealth advisors works to provide a holistic financial planning offering for business owners, individuals, and families. The practice has served the Rochester area since 1934 and has been recognized as a top workplace in New York and in Rochester.

Its headquarters are located in Rochester, New York, at 100 Meridian Centre Boulevard, Suite 200. Securities and investment advisory services are provided through Cetera-affiliated entities, with Cetera Wealth Services handling securities and Cetera Investment Advisers LLC and Davie Kaplan Wealth Care Advisors, LLC offering advisory services.

Section iconCompany Overview

Phone number
+1-585-454-****
Website
daviekaplan.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1934
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Davie Kaplan, CPA, P.C.'s revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Owner at Davie Kaplan, CPA, P.C.
    D. K.
    Owner
    Mobile Phone
  • Financial Advisor / Operations Manager at Davie Kaplan, CPA, P.C.
    A. O.
    Financial Advisor / Operations Manager
    Mobile Phone
  • Manager at Davie Kaplan, CPA, P.C.
    L. J.
    Manager
    Mobile Phone
  • Office Manager at Davie Kaplan, CPA, P.C.
    M. Z.
    Office Manager
    Mobile Phone
  • Manager at Davie Kaplan, CPA, P.C.
    M. A.
    Manager
    Mobile Phone

Employee Directory

  • Tax Manager And Manager In Charge Of The Tax Department at Davie Kaplan, CPA, P.C.
    S. A.
    Tax Manager And Manager In Charge Of The Tax Department
    Mobile Phone
  • Principal at Davie Kaplan, CPA, P.C.
    D. C.
    Principal
    Mobile Phone
  • Senior Tax Accountant at Davie Kaplan, CPA, P.C.
    S. K.
    Senior Tax Accountant
    Mobile Phone
  • Income Tax Intern at Davie Kaplan, CPA, P.C.
    T. E.
    Income Tax Intern
    Mobile Phone
  • Member Of The Tax Department at Davie Kaplan, CPA, P.C.
    C. W.
    Member Of The Tax Department
    Mobile Phone

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