Insights

Strong Market Presence Davie Kaplan has established a long-standing presence in Rochester since 1934, demonstrating stability and deep local market knowledge, which can be leveraged to introduce advanced financial technology solutions aimed at expanding their service offerings.

Recognition and Reputation The firm’s recognition as one of the best places to work indicates a positive employer brand, offering opportunities to propose employee engagement and HR technology solutions to enhance workplace satisfaction.

Growth Potential With revenues estimated between 50M and 100M and a dedicated team of up to 200 professionals, Davie Kaplan may be seeking scalable solutions for financial management, client relationship management, and operational efficiency to support future growth.

Technology Stack Utilizing cloud services and web technologies like Google Cloud and WordPress suggests openness to adopting innovative digital tools, presenting an opportunity to introduce advanced analytics, cybersecurity, or workflow automation solutions.

Competitive Positioning As a regional leader amidst large multinational firms, Davie Kaplan could benefit from targeted offerings in niche market segments, such as specialized financial planning or compliance services, to strengthen their competitive edge and attract a broader client base.

Davie Kaplan, CPA, P.C. Tech Stack

Davie Kaplan, CPA, P.C. uses 8 technology products and services including jsDelivr, Fastly, WordPress, and more. Explore Davie Kaplan, CPA, P.C.'s tech stack below.

jsDelivr

Content Delivery Network

Fastly

Content Delivery Network

WordPress

Content Management System

MySQL

Database

LogMeIn

Help Desk Management

Google Cloud

Infrastructure As A Service

Slick

Javascript Libraries

YouTube

Video Players

Davie Kaplan, CPA, P.C. Email Formats	Example	Percentage
FLast@daviekaplan.com	JDoe@daviekaplan.com	82%
Last@daviekaplan.com	Doe@daviekaplan.com	16%
FirstLast@daviekaplan.com	JohnDoe@daviekaplan.com	2%

Davie Kaplan, CPA, P.C. Email Formats

Example

Percentage

FLast@daviekaplan.com

JDoe@daviekaplan.com

82%

Last@daviekaplan.com

Doe@daviekaplan.com

16%

FirstLast@daviekaplan.com

JohnDoe@daviekaplan.com

Frequently Asked Questions

Where is Davie Kaplan, CPA, P.C.'s headquarters located?

Davie Kaplan, CPA, P.C.'s main headquarters is located at 100 Meridian Centre Boulevard Suite 200 Rochester, New York 14618 United States. The company has employees across 1 continents, including North America.

What is Davie Kaplan, CPA, P.C.'s phone number?

You can contact Davie Kaplan, CPA, P.C.'s main corporate office by phone at

+1-585-454-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Davie Kaplan, CPA, P.C.'s official website and social media links?

Davie Kaplan, CPA, P.C.'s official website is daviekaplan.com and has social profiles on LinkedIn.

What is Davie Kaplan, CPA, P.C.'s NAICS code?

Davie Kaplan, CPA, P.C.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Davie Kaplan, CPA, P.C. have currently?

As of May 2026, Davie Kaplan, CPA, P.C. has approximately 76 employees across 1 continents, including North America. Key team members include President: S. K.President: M. A.Partner: N. P.. Explore Davie Kaplan, CPA, P.C.'s employee directory with LeadIQ.

What industry does Davie Kaplan, CPA, P.C. belong to?

Davie Kaplan, CPA, P.C. operates in the Accounting industry.

What technology does Davie Kaplan, CPA, P.C. use?

Davie Kaplan, CPA, P.C.'s tech stack includes jsDelivrFastlyWordPressMySQLLogMeInGoogle CloudSlickYouTube.

What is Davie Kaplan, CPA, P.C.'s email format?

Davie Kaplan, CPA, P.C.'s email format typically follows the pattern of FLast@daviekaplan.com. Find more Davie Kaplan, CPA, P.C. email formats with LeadIQ.

When was Davie Kaplan, CPA, P.C. founded?

Davie Kaplan, CPA, P.C. was founded in 1934.

Davie Kaplan, CPA, P.C.

Q: How many employees does Davie Kaplan, CPA, P.C. have currently?

Davie Kaplan, CPA, P.C. has approximately 76 employees.

Q: What technology does Davie Kaplan, CPA, P.C. use?

Davie Kaplan, CPA, P.C.'s tech stack includes Magnific Popup, Flywheel, Google Cloud, Cloudflare Bot Management, FMG Suite.

Q: What is Davie Kaplan, CPA, P.C.'s NAICS code?

Davie Kaplan, CPA, P.C.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNew York, United States51-200 Employees

Davie Kaplan, CPA, P.C. is a Rochester-based professional services firm that integrates accounting with financial planning. A multidisciplinary team of accountants, business consultants, and wealth advisors works to provide a holistic financial planning offering for business owners, individuals, and families. The practice has served the Rochester area since 1934 and has been recognized as a top workplace in New York and in Rochester.

Its headquarters are located in Rochester, New York, at 100 Meridian Centre Boulevard, Suite 200. Securities and investment advisory services are provided through Cetera-affiliated entities, with Cetera Wealth Services handling securities and Cetera Investment Advisers LLC and Davie Kaplan Wealth Care Advisors, LLC offering advisory services.

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