Davie Kaplan, CPA, P.C.
Luke Rath is an experienced tax accountant currently employed at Davie Kaplan, CPA, P.C. since January 2024, and is a member of both The American Legion and the American Veterans Association from April 2024 and July 2024 respectively. Prior experience includes serving in the United States Marine Corps from May 2016 to April 2024 and a role at Wegmans Food Markets from November 2017 to January 2024, where responsibilities included real estate accounting and various positions within the accounting office. Luke Rath also worked as a seasonal tax preparer at Christopher Trento CPA from January 2020 to January 2022. Academically, Luke holds a Master's degree in Accounting from SUNY Brockport (August 2021 - July 2023) and a Bachelor's degree in Accounting and Finance from the same institution (2017 - 2021).
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.