Davie Kaplan is a leading CPA firm dedicated to supporting the health and resilience of your business. With our high-level insight and practical tools, we help you make confident decisions for your next big move. Our team of experts specializes in tax, compliance, and financial management, providing comprehensive services for businesses and individuals alike.

For business owners, we offer a range of services including tax planning and compliance, auditing and financial statement services, bookkeeping, accounting, and business consulting. We also assist with business valuations, mergers, and acquisitions. Our expertise extends to industries such as manufacturing, distribution, commercial real estate, and affordable housing.

Individuals can count on us for personal tax and advisory services, estate planning, trust and fiduciary returns, and comprehensive financial planning. We believe in the power of thorough preparation, helping you protect and pass on your family's legacy. At Davie Kaplan, our goal is to help you boost profits, build wealth, and grow with purpose.

Contact us today to learn more about how we can support your success