Business Details
39 Years
experience
Your Trusted Dental CPA Partner for Financial Success
Founded in 1987, Edwards & Associates has dedicated over 35 years to providing specialized financial services tailored exclusively for dental professionals. Our team of certified public accountants and financial experts combines deep industry knowledge with hands-on experience to deliver comprehensive solutions including tax planning, bookkeeping, financial strategy, and practice transition services. We understand the unique challenges faced by dentists at every stage of practice ownership, from startup to retirement planning, and have built a reputation for transforming complex financial matters into actionable strategies. Our commitment to continuous learning ensures clients benefit from the latest tax code updates and industry best practices.By focusing solely on dental practices, we've developed proprietary methodologies that address the specific financial dynamics of this profession. Our approach emphasizes proactive partnership, working closely with clients to optimize financial health while minimizing tax liabilities. This singular focus has allowed us to cultivate a network of industry specialists who provide additional value beyond traditional accounting services. Our track record demonstrates consistent success in helping dental professionals retain more of their earnings while building sustainable practices.
Services
Monthly Core Services
Financial Planning
Transition Services
Dental Practice Consulting
Fee Analysis
Entity Formation
Portfolio Management
Practice Valuations
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of exclusive dental industry financial expertise
- Our team includes certified CPAs with specialized dental practice knowledge
- We implement proven strategies that have saved clients thousands in taxes
- We provide comprehensive solutions tailored to each dental practice lifecycle stage
- Our proprietary methodologies address unique dental practice financial dynamics
What people say
Game-changer for our business
Best in the business
Exceptional service
Top-tier expertise
Proven track record
Services
Monthly Core Services
Our comprehensive accounting solution handles bookkeeping, tax compliance, and financial reporting for dental practices. This service includes monthly financial statements, tax planning, and regulatory compliance to ensure accurate financial management. Designed specifically for dental professionals, it allows practitioners to focus on patient care while maintaining optimal financial health.
Financial Planning
Customized financial planning services help dentists achieve long-term financial goals. We develop personalized strategies for tax reduction, retirement planning, and wealth management tailored to dental practice owners. Our approach combines industry-specific insights with proven investment strategies to maximize financial growth and security for dental professionals at all career stages.
Transition Services
Specialized support for dental practice transitions including buying, selling, and expansion. Our services cover practice valuation, deal structuring, and financing assistance to ensure smooth ownership changes. We guide dentists through every phase of practice transitions while optimizing financial outcomes and minimizing tax implications during these critical business changes.
Dental Practice Consulting
Strategic consulting services address operational challenges in dental practices. We provide solutions for practice efficiency, fee analysis, and team management tailored to dental professionals' needs. Our consulting helps improve profitability through customized strategies that enhance practice performance and patient satisfaction while maintaining financial stability.
Fee Analysis
Comprehensive fee analysis services help dentists optimize pricing structures for maximum profitability. We evaluate market conditions, practice costs, and competitive benchmarks to determine optimal fee schedules. Our analysis includes staff compensation recommendations and budget allocation strategies to ensure financial sustainability while maintaining competitive pricing in the dental market.
People
Robert T. Edwards
Founder & CPA
With over 35 years of dental accounting experience, Robert founded the firm to specialize in dental financial services. He has helped thousands of dentists optimize their financial strategies and reduce tax liabilities through personalized consulting and innovative solutions tailored to the dental industry's unique needs.
Lynn Ledbetter
Executive Director & CPA
As Executive Director and CPA, Lynn provides expert problem-solving and financial guidance to dental clients. With extensive experience in dental accounting, she specializes in practice optimization and tax strategy, helping dentists improve financial performance while maintaining compliance with complex regulatory requirements.
Ash Faizullah
Team Leader
Ash leads a team of dental financial specialists, combining technical expertise with client-focused service. Recognized for exceptional client support, he helps dental practices implement effective financial strategies while maintaining personalized attention to each client's unique needs and business goals.
Meka Edwards
Senior Consultant
Meka provides specialized consulting services to dental practices, focusing on operational efficiency and financial planning. Her expertise in dental-specific financial solutions has earned recognition from clients for delivering practical, results-driven advice that addresses the unique challenges of dental practice ownership.
Andrea Spillman
Financial Advisor
Andrea offers expert financial guidance to dental professionals, specializing in retirement planning and investment strategies. With deep understanding of dentists' financial needs, she develops customized plans that align with both personal goals and practice financial objectives while ensuring long-term financial security.
Questions
Do I need a dental-specific CPA?
Yes, dental professionals benefit significantly from specialized CPAs who understand industry-specific tax codes, practice operations, and financial challenges to maximize savings and strategic growth.
Are dental services subject to sales tax?
Most dental services are exempt, but certain retail items like toothpaste may require sales tax collection. We help practices navigate these requirements and maintain compliance.
Should I buy or start a dental practice?
Existing practices offer established cash flow while startups provide more control. We analyze your financial situation and goals to determine the optimal approach for your circumstances.
How can I optimize dental practice profitability?
Our fee analysis and operational consulting identify improvement areas, optimize pricing strategies, and implement efficiency measures tailored to your practice's specific needs and market conditions.
When should I start retirement planning?
Begin as soon as you establish your practice. Early planning maximizes tax advantages and ensures sufficient growth of retirement assets while maintaining practice financial health.
Can you help with dental practice transitions?
We provide comprehensive transition services including practice valuation, deal structuring, and financing assistance for buying, selling, or expanding dental practices with optimal financial outcomes.
