Business Details
39 Years
experience
Trusted Dental CPA Services for Financial Success
Edwards & Associates is a dedicated dental CPA advisory firm with over 30 years of specialized experience in financial planning and accounting for dental professionals. Since 1987, we have provided tailored solutions to dentists nationwide, offering services ranging from tax compliance and bookkeeping to strategic financial planning and practice transition consulting. Our team of industry experts combines deep knowledge of dental practice operations with proven financial expertise to help clients maximize profitability, reduce tax liabilities, and achieve long-term financial goals.We pride ourselves on building lasting relationships through personalized service, as evidenced by decades-long client partnerships and testimonials highlighting our impact on practices across various growth stages. From startup guidance to retirement planning, our mission remains focused on empowering dental professionals to concentrate on patient care while we handle complex financial matters.
Services
Financial Planning
Tax Compliance
Bookkeeping
Practice Consulting
Retirement Preparation
Details
- Year established: 1987
Highlights and features
- We offer 30+ years of specialized experience in dental financial planning
- Our team provides personalized, dental-specific accounting expertise
- Proven track record helping practices through all growth stages
- Comprehensive solutions from tax compliance to retirement planning
- Client testimonials highlight exceptional service and long-term partnerships
What people say
Exceptional Service
Game-changer
Highly recommended
Top-tier expertise
Personalized support
Services
Financial Planning
Our dental-specific financial planning services help practitioners create customized roadmaps for long-term wealth accumulation and retirement readiness. With expertise in tax-efficient strategies and practice valuation, we guide dentists through every financial decision. Our approach combines industry-specific insights with personalized planning to maximize practice value and personal financial security.
Tax Compliance
We handle complete tax compliance for dental practices including preparation, filing, and strategic tax reduction planning. Our team stays current with evolving tax codes to identify legitimate deductions and credits specific to dental professionals. This specialized focus helps clients retain more of their hard-earned income while maintaining full regulatory compliance.
Practice Consulting
Our practice consulting services address operational challenges at every stage of a dental practice's lifecycle. From startup entity formation to transition planning and sales, we provide actionable guidance to improve profitability and efficiency. Our consultants combine dental industry knowledge with financial expertise to deliver practical, results-driven solutions.
Bookkeeping
Monthly bookkeeping services maintain accurate financial records and provide real-time insights into practice performance. We manage accounts payable/receivable, payroll processing, and financial reporting tailored to dental practice needs. This ongoing support ensures practice owners have reliable data for informed decision-making while saving time on administrative tasks.
Retirement Preparation
Specialized retirement preparation services guide dental professionals through practice transition and personal financial wind-down. We develop comprehensive exit strategies including practice valuation, sales negotiations, and portfolio management for post-retirement income. Our goal ensures smooth transitions while maximizing financial returns from years of professional investment.
People
Robert Edwards
Founder/CPA
With over 30 years of dental accounting experience, Robert established the firm's dental-specific focus in 1987. He specializes in tax strategy and practice transition planning, earning recognition as a leading dental CPA through client testimonials and industry reputation.
Ash
Team Leader
Ash manages client relationships and leads the advisory team with expertise in dental financial planning. Recognized for exceptional client service, he helps practices optimize financial performance through personalized solutions and proactive guidance.
Meka Edwards
Senior Accountant
Meka provides specialized accounting services to dental clients, combining technical expertise with personalized support. Her contributions to client success stories demonstrate her ability to deliver practical financial solutions tailored to individual practice needs.
Questions
What dental-specific accounting services do you offer?
We provide tax compliance, financial planning, bookkeeping, practice consulting, and retirement transition services tailored specifically for dental professionals.
How do you help dentists save on taxes?
Our dental-specific tax expertise identifies industry-specific deductions and structures financial plans to minimize tax liabilities while maintaining compliance.
Can you assist with starting a new dental practice?
Yes, we guide new practice formation including entity selection, financing strategies, and operational financial systems setup.
What experience do you have with dental practice transitions?
With 30+ years in the field, we've successfully managed numerous practice sales, mergers, and retirement transitions with proven valuation strategies.
How do you handle ongoing financial support?
Monthly core services include bookkeeping, financial reporting, and proactive advisory to maintain optimal practice financial health.
Are your services available nationwide?
Yes, we serve dental professionals across the United States through virtual consultations and remote accounting support.
