Davie Kaplan, CPA, P.C.
Jim Przepiora, CPA, has extensive experience in the accounting field, currently serving as a Senior Accountant at Davie Kaplan, CPA, P.C. since November 2008, focusing on tax accounting for various entities including Partnerships, S-Corporations, C-Corporations, and individuals, along with expertise in Financial Accounting Reporting and Cost Segregations. Prior to this role, Jim was the Owner of J.P. Exteriors from September 1998 to October 2008, where responsibilities included all aspects of exterior residential remodeling. Jim also served as Controller at Kelly Atlantic, Inc. from 1996 to 1998, handling development and construction accounting, and began a career in retail as a Store Manager at Merry Go Round, Inc. from February 1986 to June 1987. Jim's educational background includes a BA in Accounting from SUNY Brockport and an Associate's degree in Accounting from Monroe Community College.
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.