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Insights

Established Local Presence Davie Kaplan, CPA, P.C. has a longstanding presence in Rochester, NY since 1934, indicating deep local market knowledge and established client relationships, which can be leveraged for client retention and upselling opportunities.

Comprehensive Service Offering With a focus on tax and wealth management services, the firm appeals to high-net-worth individuals, business owners, and families seeking integrated financial solutions, creating opportunities for cross-selling advanced advisory or consulting services.

Growth and Revenue Potential Generating between 50 million and 100 million dollars in revenue with 51-200 employees, Davie Kaplan has substantial market opportunity for expanding service lines or increasing wallet share within its existing client base.

Adoption of Cloud and Digital Tools Utilizing cloud services like Google Cloud and Amazon S3, along with digital marketing platforms such as FMG Suite, indicates openness to technology integration, providing avenues to introduce innovative solutions like automation, data analytics, or client portals.

Recognition and Reputation Awards as a top workplace and recognition as one of the best companies to work for enhance the firm’s brand image, which can be instrumental in attracting new clients and experienced professionals in a competitive market.

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 FormatsExamplePercentage
FLast@daviekaplan.comJDoe@daviekaplan.com
45%
Last@daviekaplan.comDoe@daviekaplan.com
9%
FirstLast@daviekaplan.comJohnDoe@daviekaplan.com
1%
FLast@daviekaplan.comJDoe@daviekaplan.com
45%

Frequently Asked Questions

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

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C.'s main headquarters is located at 100 Meridian Centre Boulevard, Suite 200. The company has employees across 1 continents, including North America.

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 December 2025, 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?

Minus sign iconPlus sign iconDavie 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?

Minus sign iconPlus sign iconAs of December 2025, Davie Kaplan, CPA, P.C. has approximately 72 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?

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 S3Cloudflare CDNCloudflareFMG SuiteGoogle CloudSlickjQueryAnimate.css.

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.

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.

Section iconCompany Overview

Headquarters
100 Meridian Centre Boulevard, Suite 200
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

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

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

Section iconFunding & Financials

  • $50M$100M

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

Company Leadership

  • Stylized image of a person
    S. K.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. A.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. P.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. M.
    Partner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    T. E.
    Partner, Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. G.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. K.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. A.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C. P.
    Vice President
    Phone icon
    Mobile Phone

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