Skip to content

RECOMMENDED TAX EXPERTS

Need a trusted CPA agent to handle all your complicity of your optometry business? Dat and Aaron are excited to partner with these recommended and reliable Tax Agents! 


We often get asked who we recommend for Tax preparation (preparing your tax form) to tax strategizing (helping the OD in planning way to lower his or her tax bill)!  So after extensive research and interviews, these firms are excellent in planning and helping your optometric business. Fees are typically per project/return or at an hourly rate.


Ready to get started? Click on the link below to get the help!


Disclosure: Some of the links below are paid sponsors of this website. These recommended resources are heavily vetted and researched by Dat and Aaron. We are extremely selective on who we want as sponsors because your trust in us is so vital for ODsonFinance to succeed. If you have feedback or concerns, please don't hesitate to contact us. 

Hallows & Company


Our goal has always been to be more than just a traditional accountant that does bookwork and taxes. We work with our clients in a capacity we refer to as a “strategic partner”. Because of this philosophy, there is a noticeable difference between us and the rest. We have worked with large accounting firms and individuals working from their home, and know where both fall short. We have the ability to serve all your tax needs and specialize in supporting our clients from a full-service bookkeeping standpoint as well.


Traditional accountants give you paper…we give you sound, professional advice. Traditional accountants give you the time you paid for…we give you the time you need. Traditional does your taxes…we work with you in advance to understand your situation and reduce tax. Traditional doesn’t guide any retirement planning…we have been helping clients build retirement plans for 30 years.


Our clients love our flat-fee pricing so there are no questions as to what they will be paying. Let’s do a zoom meeting today and we can discuss the needs of your practice.


In addition to tax planning, Hallows and Company provides the following for the OD:

  • Tax preparation 
  • Accounting
  • Financial Planning
  • Bookkeeping

     

Location Requirements: Eligible in all States


Contact: Adam Roundy CPA at adam@hallowscompany.com for any questions 

Caro & Associates 


Accounting Services for Optometry Practices

Our best guess is that you didn‘t launch your optometry practice because you love accounting work. So why take on these complex tasks that keep you in the back office and away from your patients?


We want to help you get out of the back office and back to business. BOSS® (Back Office Support System) is our convenient and affordable outsourced accounting package designed for busy optometry practices just like yours. Simply hand over your accounting work to us, and we do the rest.


Our firm understands the financial hurdles you’re confronted with on a daily basis and are ready to offer meaningful solutions and practical advice. We will take over all the accounting tasks that are straining your resources including bookkeeping, payroll, budgeting, and more. We'll also decrease your tax burden through proactive planning and tax minimization techniques designed around your particular practice. Our practice management consulting services will improve productivity, help you monitor cash flow efficiently, and increase the overall profitability of your eye care practice.


Caro & Associates strives to offer the most effective services to optometrists. These services range from accounting, taxation and business coaching services including:


  • Bookkeeping and payroll solutions
  • Tax planning strategies benchmarking and KPI management
  • Start‐up business advice for optometrists
  • Advice and establishment of your business structure
  • Tax & business registrations
  • Preparation of business plans, cash flow forecasts and profit projections
  • Accounting software selection and training – bookkeeping, invoicing, payroll etc.

Let us help you get back to your passion – your patients and your business – and get out of the back office!  Contact us to learn more and see BOSS in action. We look forward to hearing from you.


Please mention you’re coming from the ODs on Finance FB group for a free consultation.


Location Requirements: Eligible in all States


Contact: Jose M Diaz Caro at jose.caro@caroandassociates.com or at 206.497.0671 or visit our website at www.caroandassociates.com

Related Articles

8 Reasons Why Every Optometrist should Invest in Index Funds

8 Reasons Why Every Optometrist should Invest in Index Funds

KEY POINTS: (1) Better Performance (2) Lower Cost (3) Less Time consuming (4) Less Risky (5) More Tax-Efficient (6) Ease of use in Building your Portfolio (7) Wide Availability (8) Eliminate Behavioral aspect and No Feeling of missing out (FOMO) Due to the recent COVID shelter in place order, many investors (new and experienced) are…

Tax Advice from the CPAs_ PPP, EIDL and everything in Between

CPA Tax Advice: PPP, EIDL, and Everything In Between (Live Event)

The coronavirus has wreaked havoc in nearly every part of our lives, and as a result, the government has tried to step in and offer economic assistance.  The CARES Act has been vital for both employees and employers as they seek to navigate the murky financial waters that COVID has created.  But here’s the big…

All You Need to Know about the PPP Flex Act

All You Need to Know about the PPP Flex Act

Since the COVID-19 pandemic hit the United States, Congress has passed a number of bipartisan bills aimed at helping the economy in a number of ways. One of the most recent is the Paycheck Protection Program Flexibility Act (PPPFA), which was signed by President Trump on June 5th. This article will answer all your questions…

The Optometrist's Guide to Side Hustle

The Optometrist’s Guide to Side Hustles

With the increasing burden of massive student debt and low insurance reimbursement rates, many optometrists are searching for income alternatives to make extra money aside from their full-time optometric profession. Many optometrists are looking for ways (either passive or active) to supplement, or even completely replace, their current income by doing a “side hustle”. Click…

CARES ACT_ Program Update April 2020

CARES Act: Program Updates April 2020

[Disclaimer] This article was written to the best of our knowledge with the latest news released from the Federal government. There are many moving parts to both of these programs, and as the days and weeks pass, there may be more clarification to some parts that are vague or confusing. Please be mindful, that I…

How to Apply for Unemployment (UI) for CA Optometrists

How to Apply for Unemployment (UI) for CA Optometrists (Step by Step Guide)

[Disclaimer] This article was written to the best of our knowledge with the latest news released from the Federal government. Some information may change/modify so we will keep the information updated to the best of our ability On March 26, 2020, To further alleviate the unemployment crisis, the senate approved a $2 Trillion stimulus package which includes an expansion…

Federal Rate 0

The Federal Reserve Just Slashed Interest Rates to 0%, What Does This Mean for Me?

March 2020 is shaping to be one of the craziest months our country has experienced in quite a while.  There is no doubt that these next few weeks will find their places in US History books that our children and grandchildren will study in the future. With widespread quarantine efforts by the government and CDC,…

The Families First Coronavirus Response Act

How does the “Families First Coronavirus Response Act” affect me?

In the past week, small businesses across America are feeling the financial impact from coronavirus restrictions that placed millions of people at home – avoiding non-essential activities, even visits to their eye doctors. As optometrists, we are in one of the highest risk categories for transmission and contraction of the virus. We are also responsible…

COVID-19 Has Closed My Practice, What Should I Do_

COVID-19 Has Closed My Practice, What Should I Do?

We are experiencing uncharted territory as the coronavirus pandemic continues to ravage the economy, health and mental stability of the American population.  As of March 23, 2020, multiple states have issued “Shelter in Place” acts which limit business operations to essential businesses only. The big concern that arises for practice owners from extended closures/minimum operation…

Get the lowest Student Loan ReFi Rates and up to a $1000 Bonus Today through our Partners

Learn More
X