Davie Kaplan, CPA, P.C.
Jeanette Townsend, CPA, is a seasoned professional in the field of accounting, currently serving as Principal and Director of the Estate and Trust Group at Davie Kaplan, CPA, P.C. since November 2011. Townsend has held various roles within the firm, progressing from Senior Tax Manager to Tax Manager, overseeing the Tax Department. Prior to this, Townsend worked as a Tax Manager at Freed Maxick CPAs, P.C. from 2009 to 2011, and spent 15 years at Gray Certified Public Accounting as Tax Manager and Comptroller. Education includes studies at Alfred State College - SUNY College of Technology and the State University of New York College at Brockport.
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Davie Kaplan, CPA, P.C.
Serving Rochester, NY, since 1934, Davie Kaplan is a leading CPA and financial planning firm where tax and wealth management share a seat at the table. Our team of accountants, business consultants and wealth advisors take a comprehensive approach to financial planning, supporting business owners, individuals and families. Davie Kaplan was named a 2023 Top Workplace in Rochester for the 7th consecutive year, and ranks as one of the Best Companies to Work for in New York in 2023. Member of FINRA, SIPC (www.FINRA.org, www.SIPC.org) Please visit www.avantaxwealthmanagement.com/social_policy/ for more information Investment advisory services offered through Avantax Advisory Services℠. Investment Managed Solutions (IMS) Platform programs and services offered through Avantax Advisory Services℠. All other financial planning services are offered through Davie Kaplan Wealth Care Advisors, LLC. Davie Kaplan Wealth Care Advisors, LLC., is not affiliated with Avantax Investment Services℠. Insurance services offered through an Avantax affiliated insurance agency or Davie Kaplan Wealth Care Advisors, LLC. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.