Davie Kaplan, CPA, P.C. Employee Directory

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.

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

Davie Kaplan, CPA, P.C. Global Highlights

Location
Employees

North America
131

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  • United States Of America
    130
  • Canada
    1

Davie Kaplan, CPA, P.C.'s Leadership

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    S. K.
    President
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    M. A.
    President
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    N. P.
    Partner
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    S. W.
    Partner
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    S. M.
    Partner
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    G. M.
    Partner
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    T. E.
    Partner, Executive Vice President
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    A. G.
    Partner
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Contact profiles from Davie Kaplan, CPA, P.C.

Name
Title
Contact Info
Location
Last Update
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    J. J.
    Senior Staff Accountant
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    United StatesNew York
    Oct 26, 2025
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    K. O.
    Audit Senior
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    United StatesNew York
    Oct 19, 2025
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    J. P.
    Senior Accountant
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    United StatesNew York
    Nov 19, 2025
  • Stylized image of a person
    S. K.
    Senior Accountant
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    United StatesNew York
    Nov 13, 2025
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    O. O.
    Senior Tax Accountant
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    United StatesNew York
    Nov 14, 2025
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    Y. S.
    Senior Tax Accountant
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    United StatesNew York
    Nov 10, 2025
  • Stylized image of a person
    J. L.
    Senior Accountant
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    United StatesNew York
    Nov 13, 2025
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    T. G.
    Senior Accountant
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    United StatesNew York
    Nov 12, 2025
  • Stylized image of a person
    J. S.
    Senior Accountant
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    United StatesNew York
    Nov 14, 2025
  • Stylized image of a person
    B. W.
    Senior Auditor
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    United StatesNew York
    Oct 23, 2025

Frequently Asked Questions

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

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Davie Kaplan, CPA, P.C. was founded in 1934 operates in the Accounting industry. The company's main headquarters is located in 100 Meridian Centre Boulevard, Suite 200; you can contact the main corporate office by phone at . 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?

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Davie Kaplan, CPA, P.C. employees' email format typically follows the pattern of . 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?

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Davie Kaplan, CPA, P.C. has approximately 72 employees as of December 2025. 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 December 2025, Davie Kaplan, CPA, P.C.'s key employees include:

  • President: S. K.
  • President: M. A.
  • Partner: N. P.
  • Partner: S. W.
  • Partner: S. M.

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