James F Shaw CPA
Davie Kaplan provides comprehensive accounting and wealth management services for businesses, individuals, and families. With expertise in tax compliance, financial planning, and audit services, the firm is dedicated to helping clients make informed financial decisions tailored to their unique needs.
Offering a team approach that combines the skills of certified public accountants and financial advisors, Davie Kaplan focuses on maximizing opportunities while minimizing tax burdens. Their specialized knowledge spans key industries such as health care, manufacturing, construction, and commercial real estate, ensuring clients receive targeted and relevant financial guidance.
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