Davie Kaplan, CPA, P.C.

About Davie Kaplan, CPA, P.C.

<p>Founded in 1934, Davie Kaplan, CPA, P.C. has long worked with organizations in Rochester and the surrounding Finger Lakes and Greater Western New York region.</p> <p>The firm handles audit and assurance work alongside tax management, accounting and bookkeeping, and business consulting. For retirement plan sponsors, Davie Kaplan provides plan audit support and related financial statement work as part of its services as a <a href="/auditors/401k">401(k) auditors</a> option.</p> <p>Brian Sauers, a partner at the firm, coordinates and reviews engagements that include audits, financial statements, tax planning, and consulting. His background includes cost segregation consulting and auditing retirement plans.</p> <p>To reach the firm, call 585-454-4161 or visit <a href="https://www.daviekaplan.com">www.daviekaplan.com</a>. A differentiator is the combination of a long-established Rochester practice with partner-level oversight across tax, audit, and retirement plan engagements.</p> <ul> <li>Audit &amp; assurance, including retirement plan audits</li> <li>Financial statement preparation and review</li> <li>Tax planning and tax management</li> <li>Accounting and bookkeeping services</li> <li>Business consulting, including cost segregation consulting</li> </ul>

Website: https://www.daviekaplan.com

Founded: 1934