Davie Kaplan, CPA, P.C.
Yue Sun, CPA, currently serves as a Senior Tax Accountant at Davie Kaplan, CPA, P.C., a position held since February 2019, following previous roles as Tax Experienced Associate and Tax Associate. Prior experience includes work as a Tax Preparer at Kasperski, Dinan & Rink CPAs in early 2018 and at Kasperski Owen & Dinan CPAs, LLC, in 2016 and 2015. Early career experience includes a role as a Food Server at The Commons (RIT Dining Facility) from 2012 to 2014. Yue Sun holds a Master's degree in Accounting and a Bachelor of Science in Business Administration, both from the Rochester Institute of Technology's E. Philip Saunders College of Business.
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.