Davie Kaplan, CPA, P.C.
Nick Piehler, CPA, is a seasoned accounting professional with extensive experience in tax, audit, and financial planning. Currently serving as a Partner at Davie Kaplan, CPA, P.C. since August 2013, Nick Piehler focuses on closely held businesses, assisting them in achieving their financial objectives. Prior to this role, Nick Piehler worked at PwC from September 2010 to August 2013 as a Senior Associate, where responsibilities included planning and executing audit engagements across various industries, including SEC audit engagements and M&A testing. Nick Piehler began their career as a Senior Accountant at Raymond F Wager CPA from January 2005 to September 2010, where work involved planning audits for municipal entities and preparing financial statements. Nick Piehler earned a Bachelor of Science in Accounting from St. John Fisher College and holds a high school diploma from McQuaid Jesuit High School.
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.