Davie Kaplan, CPA
Accounting for Legal Practices · New York, United States · 51-200 Employees
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Overview
Headquarters
28 E Main St Ste 1000, Rochester, New Yo...Phone Number
(585) 454-4161Website
www.daviekaplan.comRevenue
$14.4 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Davie Kaplan, CPA
Davie Kaplan offers comprehensive accounting and wealth management services tailored for businesses, individuals, and families. Their expertise spans tax management, audit and assurance, financial planning, and business consulting, providing clients with the insights needed for informed decision-making. The firm specializes in key industries such as health care, manufacturing, construction, and commercial real estate, ensuring focused support for various business needs. With a team of certified public accountants and financial advisors, Davie Kaplan emphasizes a holistic approach to maximize opportunities and minimize tax burdens.Explore more
Davie Kaplan, CPA Org Chart
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Company Profile Activity
Activity Insights
Davie Kaplan, CPA is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Davie Kaplan, CPA is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Davie Kaplan, CPA.
Davie Kaplan, CPA financials insights
Gather financial insights about Davie Kaplan, CPA, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Davie Kaplan, CPA Tech Stack
A closer look at the technologies used by Davie Kaplan, CPA
Most Recent Scoops
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Real Estate, Office Operations
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Funding
Davie Kaplan, CPA has received an SBA PPP loan for $350,000-1 million from The Canandaigua National Bank and Trust Company, supporting the retention of 72 jobs.
Open Position
Davie Kaplan, CPA is seeking a Vice President, Human Resources. (Baton Rouge, LA)
Seeking Replacement, Personnel Moves
Open Position
Seeking Replacement, Personnel Moves
Davie Kaplan, CPA News & Media
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Frequently Asked Questions Regarding Davie Kaplan, CPA
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Davie Kaplan offers comprehensive accounting and wealth management services tailored for businesses, individuals, and families. Their expertise spans tax management, audit and assurance, financial planning, and business consulting, providing clients with the insights needed for informed decision-making. The firm specializes in key industries such a... Read More
