Davie Kaplan, CPA, P.C.
Nicole A. Booth, CPA, currently serves as a Senior Tax Manager at Davie Kaplan, CPA, P.C. since December 2021 and has been the Treasurer for the American Legion Auxiliary Chili Unit 1830 since 2012. Previously, Nicole held the position of Principal at The Bonadio Group from October 2012 to December 2021, where responsibilities included risk management related to the firm’s tax services. Additional experience includes roles as Tax Manager at Insero & Company CPAs, P.C., Senior Tax Analyst at Home Properties, Senior Tax Accountant at PricewaterhouseCoopers LLP, and Tax Accountant at Arthur Andersen LLP. Nicole holds an MBA and a Bachelor of Science in Business Administration with a focus on Accounting from the State University of New York at Oswego, as well as an Associate Degree in Business Administration from the State University of New York at Alfred.
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.