Business Details
39 Years
experience
Trusted Dental CPA Services in Dallas, TX
Edwards & Associates is a dedicated Dental CPA advisory firm with over 30 years of specialized experience in financial planning and accounting services tailored exclusively for dental professionals. Since 1987, we have provided comprehensive solutions including tax compliance, monthly bookkeeping, annual financial reporting, and strategic financial planning to help dentists nationwide achieve their financial goals. Our team of industry experts understands the unique challenges faced by dental practices at every stage, from startups to retirement transitions, and delivers personalized consulting services to optimize profitability and long-term success.With a proven track record of client testimonials highlighting exceptional service and trust, we combine deep industry knowledge with proactive financial strategies to ensure our clients retain more of what they earn while preparing for future milestones. Our commitment to excellence is demonstrated through our ability to navigate complex financial landscapes, including practice transitions, loan negotiations, and retirement planning, while maintaining a client-centric approach that prioritizes transparency and personalized support.
Services
Financial Planning
Tax Compliance
Monthly Bookkeeping
Practice Management Consulting
Transition Services
Details
- Year established: 1987
Highlights and features
- We offer 30+ years of specialized dental CPA expertise.
- Our team provides personalized financial planning tailored to dental practices.
- We deliver proven solutions for practice transitions and growth strategies.
- Clients benefit from our industry-specific tax compliance and bookkeeping services.
- Our track record includes helping dentists nationwide achieve financial milestones.
What people say
Best in the business
Exceptional Service and Expertise
Game-changer for our business
Outstanding quality of work
Top-tier service with personal touch
Services
Financial Planning
Our financial planning services provide dentists with tailored strategies to secure their financial future. We analyze practice performance, create customized investment plans, and optimize tax-efficient savings to help clients achieve both short-term and long-term financial goals while navigating industry-specific challenges.
Tax Compliance
We handle comprehensive tax compliance for dental practices, including preparation and filing of federal and state tax returns. Our expertise in dental-specific deductions and credits ensures maximum savings while maintaining full regulatory compliance through meticulous record-keeping and audit-ready documentation.
Monthly Bookkeeping
Our monthly bookkeeping service maintains accurate financial records for dental practices, including accounts payable/receivable, payroll processing, and financial statement preparation. This ongoing support ensures practice owners have real-time financial insights to make informed business decisions without administrative burdens.
Practice Management Consulting
We provide strategic practice management consulting to improve operational efficiency and profitability. Our services include fee analysis, profit planning, and workflow optimization tailored to dental practices at all growth stages, helping owners maximize practice value and patient satisfaction.
Transition Services
Our transition services support dentists through practice sales, acquisitions, and retirement planning. We offer valuation analysis, negotiation support for loans, and succession planning to ensure smooth ownership transfers while protecting financial interests throughout the transition process.
People
Robert Edwards
Founder
With over 30 years of dental CPA experience, Robert Edwards established the firm's industry-leading reputation through personalized financial strategies and deep understanding of dental practice operations and tax optimization.
Ash
Team Leader
Ash leads client service teams with expertise in dental financial planning, known for creative problem-solving and personalized support that consistently exceeds client expectations across complex accounting needs.
Questions
What specific services do you offer for dental practices?
We provide financial planning, tax compliance, monthly bookkeeping, practice management consulting, and transition services tailored specifically for dental professionals at all career stages.
How are you different from general accounting firms?
Our exclusive focus on dental practices since 1987 gives us unparalleled industry-specific expertise in tax optimization, practice transitions, and financial strategies unique to dental professionals nationwide.
What does your financial planning process involve?
We conduct comprehensive practice analysis, create customized investment strategies, and implement tax-efficient savings plans to help dental professionals achieve both immediate financial goals and long-term wealth objectives.
Do you work with dentists outside Texas?
Yes, we serve dental professionals nationwide with remote consulting capabilities, having successfully supported practices in California, New York, and across the United States since our founding.
How do you handle practice transitions?
Our transition services include practice valuation analysis, loan negotiation support, and succession planning to ensure smooth ownership transfers while protecting your financial interests throughout the process.
