Davie Kaplan, CPA, P.C.
Kristi Randazzo, CPA, is an experienced tax professional currently serving as a Tax Manager at Davie Kaplan, CPA, P.C. since October 2020, having previously held the position of Senior Tax Accountant. Prior experience includes roles as a Financial Analyst at Pfaudler, where responsibilities encompassed cash reconciliation and monthly closing procedures, and as a Staff Tax Accountant at Freed Maxick CPAs, P.C., specializing in tax return preparation and agricultural accounting. Kristi began their career at Wegmans Food Markets in various customer service roles. Academic qualifications include a Master of Science in Accounting and a Bachelor of Science in Accounting, both obtained from the University at Buffalo.
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.