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← Back to Top 8 Bookkeepers in the Rochester Area, NY (2026)Davie Kaplan
Evidence Score 41/100 at 86% evidence coverage 4 of 8 on the Rochester area list How the score works
What we could verify
- Registered business?
- Registration found: New York Department of State, status Active, formed 1982
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
Who they say they serve: construction, real estate, manufacturing (self-reported, from the firm's own website)
2 of 5 answered from a dated source.
Documents 1 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Davie Kaplan | home page Oct 5, 2026 | |
| Website | https://www.daviekaplan.com/ | home page | |
| Office locality | Rochester, NY | home page | |
| Service area | United States (stated by the firm) | /professional-services Oct 5, 2026 | |
| Phone | +15854544161 | home page | |
| Offers bookkeeping | Documented: ...that work with Davie Kaplan for tax planning also rely on our team for Accounting & Bookkeeping Services, Business Advisory, Business Valuation or Business Retirement Plans . For... | /tax-management | |
| Month-end close + reporting | Documented: ...for businesses, individuals and families. We have proven expertise in tax, audit, financial statement service, compliance and financial planning-and so much more. Whether you need... | home page | 6 pts (max 6) |
| Industries served (documented) | construction, real estate, manufacturing | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | /professional-services Oct 5, 2026 | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Amanda Robinson · CPA (self-reported to the IRS, not a state license) · business name on the record: Davie Kaplan, CPA, P.C. | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...with practical guidance, ongoing support and a tax-aware perspective. Plan services may include: Review of existing retirement plans Customized plan design for new or growing... | /business-retirement-plans | 5 pts (max 5) |
| Named contact / team | Amanda Robinson, CPA | /our-team | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: DAVIE KAPLAN, CPA, P.C. · NY DOS ID 784729 · New York Department of State · Active | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 1982-07-29 (initial filing date of a New York-formed entity) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Amanda Robinson under the business name 'Davie Kaplan, CPA, P.C.' in Rochester, NY. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: New York Department of State active corporations (data.ny.gov n9v6-gdp6) lists DAVIE KAPLAN, CPA, P.C. (NY DOS ID 784729), status Active, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 1982-07-29 as the initial filing date of a New York-formed entity.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 25 evidenced items come from Davie Kaplan's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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