Insights

Strong Market Presence Davie Kaplan has a solid reputation within the Rochester, NY area, serving business owners, individuals, and families since 1934, which provides a trusted local client base and opportunities to expand services regionally.

Comprehensive Service Offering The firm’s integrated approach to tax and wealth management, coupled with financial planning, suggests opportunities to cross-sell tailored financial advisory and planning solutions to existing clients.

Technology Adoption Utilizing cloud infrastructure and digital tools like Amazon S3, Google Cloud, and FMG Suite indicates an openness to leveraging technology for improved client engagement and operational efficiency, opening avenues to introduce innovative fintech solutions.

Planned Growth Strategies With revenue estimates between 50M and 100M, there is potential for strategic partnerships or service expansions to target small to medium-sized businesses seeking scalable financial and advisory services.

Employee & Industry Recognition Recognition as a top employer in New York enhances its attractiveness for high-quality talent acquisition, providing opportunities to target their team for professional training, HR software, or employee benefit solutions.

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 S3, Cloudflare CDN, Cloudflare, and more. Explore Davie Kaplan, CPA, P.C.'s tech stack below.

Amazon S3
Content Delivery Network
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
FMG Suite
Content Marketing
Google Cloud
Infrastructure As A Service
Slick
Javascript Libraries
jQuery
Javascript Libraries
Animate.css
UI Frameworks

Media & News

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

Davie Kaplan, CPA, P.C. uses at least 1 format(s):

Davie Kaplan, CPA, P.C. Email Formats	Example	Percentage
FLast@daviekaplan.com	JDoe@daviekaplan.com	82%
Last@daviekaplan.com	Doe@daviekaplan.com	16%
FirstLast@daviekaplan.com	JohnDoe@daviekaplan.com	2%

Frequently Asked Questions

Where is Davie Kaplan, CPA, P.C.'s headquarters located?

Davie Kaplan, CPA, P.C.'s main headquarters is located at 100 Meridian Centre Boulevard Suite 200 Rochester, New York 14618 United States. The company has employees across 1 continents, including North America.

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

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?

Davie 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?

As of April 2026, Davie Kaplan, CPA, P.C.'s annual revenue is estimated to be $5.9M.

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

Davie Kaplan, CPA, P.C.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

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

As of April 2026, Davie Kaplan, CPA, P.C. has approximately 76 employees across 1 continents, including North America. Key team members include President: S. K.President: M. A.Partner: N. P.. Explore Davie Kaplan, CPA, P.C.'s employee directory with LeadIQ.

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

Davie Kaplan, CPA, P.C. operates in the Accounting industry.

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

Davie Kaplan, CPA, P.C.'s tech stack includes Amazon S3Cloudflare CDNCloudflareFMG SuiteGoogle CloudSlickjQueryAnimate.css.

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

Davie 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?

Davie Kaplan, CPA, P.C. was founded in 1934.

Davie Kaplan, CPA, P.C.

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

Davie Kaplan, CPA, P.C. has approximately 76 employees.

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

Davie Kaplan, CPA, P.C.'s tech stack includes Fastly, All in One SEO, Amazon Web Services, Amazon S3, FMG Suite.

Q: What is Davie Kaplan, CPA, P.C.'s NAICS code?

Davie Kaplan, CPA, P.C.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNew York, United States51-200 Employees

Serving Rochester, NY, 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 New York by the Best Companies Group, and we’ve been named a Top Place to Work by the Rochester Democrat & Chronicle.

Headquarters are located at: 100 Meridian Centre Blvd., Suite 200, Rochester, NY 14618

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.

Company Overview

Headquarters: 100 Meridian Centre Boulevard Suite 200 Rochester, New York 14618 United States
Phone number: +1-585-454-****
Website: daviekaplan.com
SIC Code: 8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded: 1934
Employees: 51-200