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.

Davie Kaplan was named a 2023 Top Workplace in Rochester for the 7th consecutive year, and ranks as one of the Best Companies to Work for in New York in 2023.

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Investment advisory services offered through Avantax Advisory Services℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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Accounting

Investment Management

Davie Kaplan, CPA, P.C.

Davie Kaplan, CPA, P.C.'s headquarters in Rochester, NY, United States

Scott Kogler

Maureen D.

Sean Wegman

Jennifer Jones

Sheila Monachino

Nick Piehler

Brian Sauers

Gregory Miller

Kirsten Champlin

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People (27)

Scott Kogler

Ryan Fuller

Joshua Johannes

Thomas Guider

Gary Debellis

Patrick George

Tom Calverase

Chad Johnston

Luke Rath

Jim Przepiora

Julia Larkin

Christopher L. Sassone

Kristi Randazzo

Sharon Kemp

Jennifer Jones

Nicole A. Booth

Johnny Koppen

Kerri Orbach

Brian Sauers

David Edmondson

Gregory Miller

Sean Wegman

Jeanette Townsend

Nick Piehler

Maureen D.

Yue Sun

Sheila Monachino

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