Davie kaplan, cpa, p.c. Review

About Davie kaplan, cpa, p.c.

Davie Kaplan, CPA, P.C. is a renowned accounting firm based in Rochester, NY. The company has been providing exceptional business advisory services to businesses for over 50 years. With a team of highly skilled and experienced professionals, Davie Kaplan has established itself as a leading CPA firm in the region.

The company's mission is to help businesses achieve their financial goals by providing them with expert advice and guidance. They understand that every business is unique and requires personalized solutions to meet its specific needs. Therefore, they work closely with their clients to develop customized strategies that align with their goals.

One of the key strengths of Davie Kaplan is its team of professionals who are experts in various areas such as tax planning and compliance, audit and assurance services, business valuation, forensic accounting, and more. They have extensive experience working with businesses across different industries such as healthcare, real estate development, manufacturing & distribution among others.

At Davie Kaplan CPA P.C., they believe that building strong relationships with clients is crucial for success. They take the time to understand each client's unique situation before developing tailored solutions that meet their needs. This approach has helped them build long-term relationships with many clients who trust them for all their accounting needs.

The company's commitment to excellence can be seen through its numerous accolades over the years. For instance; it was named one of the "Best Accounting Firms" by Rochester Business Journal in 2020 & 2021 consecutively; it also received recognition from Forbes Magazine as one of America's Top Recommended Tax & Accounting Firms in 2021.

Davie Kaplan offers a wide range of services designed to help businesses achieve financial success at every stage of growth:

Tax Planning & Compliance: The firm provides comprehensive tax planning services designed to minimize tax liabilities while ensuring compliance with all applicable laws and regulations.

Audit & Assurance Services: Their audit team provides independent assessments on financial statements which helps companies identify areas where they can improve performance or reduce risk exposure

Business Valuation: The company offers expert valuation services for mergers & acquisitions (M&A), buy-sell agreements or other transactions requiring an accurate assessment of a business' worth

Forensic Accounting: Their forensic accountants provide litigation support services including fraud investigations or disputes involving complex financial issues

In addition to these core offerings; Davie Kaplan also provides consulting services on matters related to finance operations management like budgeting forecasting cash flow analysis etc., which helps companies make informed decisions about future investments or expansion plans.

Overall; if you're looking for an experienced partner who can help your business grow financially while minimizing risks then look no further than Davie Kaplan CPA P.C.. With decades-long experience serving clients across various industries coupled up-to-date knowledge on current trends affecting businesses today - this firm will provide you unparalleled expertise when it comes down managing your finances effectively!