Jeanne E Morelli, CPA
Closed
28 E Main St Ste 1000
Rochester, NY 14614
Davie Kaplan is a reputable firm specializing in accounting and wealth management services tailored for businesses, individuals, and families. With a focus on tax compliance, financial planning, and strategic business consulting, they offer seasoned expertise to help clients navigate complex financial landscapes.
Their team of certified public accountants and financial advisors collaborates closely to deliver holistic guidance designed to maximize opportunities and minimize tax burdens. Known for professionalism and integrity, Davie Kaplan is well-equipped to support a range of key industries including health care, manufacturing, construction, and commercial real estate.
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