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Davie Kaplan, CPA, P.C. Employee Directory

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.

Find Davie Kaplan, CPA, P.C. employees' phone numbers or email addresses

Davie Kaplan, CPA, P.C. Global Highlights

Location
Employees

North America
123

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  • United States Of America
    122
  • Canada
    1

Davie Kaplan, CPA, P.C.'s 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
  • 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

Davie Kaplan, CPA, P.C. Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Community & Social Services
  • Human Resources
  • Analytics
  • Business
  • Other

Contact profiles from Davie Kaplan, CPA, P.C.

Name
Title
Contact
Location
Last Update
  • Member Of The Audit And Accounting Department at Davie Kaplan, CPA, P.C.
    D. G.
    Member Of The Audit And Accounting Department
    Mobile Phone
    Oct 16, 2024
  • Advisor at Davie Kaplan, CPA, P.C.
    D. K.
    Advisor
    Mobile Phone
    Oct 17, 2024
  • Client Operations Specialist at Davie Kaplan, CPA, P.C.
    G. S.
    Client Operations Specialist
    Mobile Phone
    Oct 18, 2024
  • Pediatric Nurse Practitioner at Davie Kaplan, CPA, P.C.
    J. M.
    Pediatric Nurse Practitioner
    Mobile Phone
    Oct 22, 2024
  • In Charge Accountant at Davie Kaplan, CPA, P.C.
    J. S.
    In Charge Accountant
    Mobile Phone
    Oct 21, 2024
  • Administrative Assistant at Davie Kaplan, CPA, P.C.
    K. S.
    Administrative Assistant
    Mobile Phone
    Oct 23, 2024
  • Receptionist at Davie Kaplan, CPA, P.C.
    K. R.
    Receptionist
    Mobile Phone
    Oct 16, 2024
  • Audit In-Charge at Davie Kaplan, CPA, P.C.
    M. D.
    Audit In-Charge
    Mobile Phone
    Oct 22, 2024
  • Administrative Assistant at Davie Kaplan, CPA, P.C.
    M. C.
    Administrative Assistant
    Mobile Phone
    Oct 22, 2024
  • Certified Public Accountant at Davie Kaplan, CPA, P.C.
    R. L.
    Certified Public Accountant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Davie Kaplan, CPA, P.C. known for?

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C. was founded in 1934 and operates in the Accounting industry. You can contact Davie Kaplan, CPA, P.C.'s main corporate office by phone at
+1-585-454-****
. Explore Davie Kaplan, CPA, P.C.'s company overview page for more information.

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

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C. employees' email format typically follows the pattern of FLast@daviekaplan.com. Trying to find reliable and up-to-date employee contact data? Find more Davie Kaplan, CPA, P.C. email formats with LeadIQ.

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

Minus sign iconPlus sign iconDavie Kaplan, CPA, P.C. has approximately 72 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Davie Kaplan, CPA, P.C.'s key employees and leadership?

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As of August 2026, Davie Kaplan, CPA, P.C.'s key employees include:

  • Owner: D. K.
  • Financial Advisor / Operations Manager: A. O.
  • Manager: L. J.
  • Office Manager: M. Z.
  • Manager: M. A.

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