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Insights

Growth Ready Revenue range of 50M to 100M and a long-standing presence since 1934 indicate a sizable, stable mid-market firm that may be seeking scalable tax planning, wealth management, and advisory services to optimize profitability and succession planning.

Wealth Synergy Integrated tax and wealth management model suggests opportunities to cross-sell advanced financial planning, retirement services, estate planning, and business advisory to closely held business owners and high net worth individuals.

Tech Stack Utilizes cloud and web technologies (AWS, Google Cloud, WordPress, Datadog) signaling openness to modernization. Potential to offer cybersecurity, data analytics, ERP integration, and digital-first client experiences to improve efficiency and compliance.

People Focus Recognized as a best place to work implies strong employee engagement and culture. Sales outreach could emphasize client experience, fiduciary standard, and customized service models to attract businesses seeking trusted advisors.

Regional Leader Rochester-based footprint with growth potential in NYS and adjacent markets. Opportunity to expand services to SMBs, ERPs, and wealth clients in the Northeast through targeted outreach, partnerships, and thought leadership in tax and succession planning.

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
82%
Last@daviekaplan.comDoe@daviekaplan.com
16%
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 August 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 August 2026, Davie Kaplan, CPA, P.C. has approximately 72 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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