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Recommended Tax | Bookkeeping Experts

Need a trusted CPA agent or Bookkeeper 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.

Tax Planning | Bookkeeping

Hallows & Company

Associate Doctor (W2, 1099) | Sublease Owner | Practice Owner


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.


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 for Associate ODs
  • Accounting
  • Financial Planning
  • Bookkeeping

Location Requirements: Eligible in all States


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

Tax Planning & Preparation

Erickson Tax & Accounting

Associate Doctor (W2, 1099) | Sublease Owner


At Erickson Tax and Accounting, my goal as your CPA is to make your life as simple and streamlined as possible. We aim to be your one stop shop for all your:

  • Tax Planning
  • Tax Preparation
  • Business Consulting
  • Advisory Service needs

At Erickson Tax & Accounting we aim to become a trusted advisor whom you can go to with any questions about events that pop up in your life and how they affect you from a tax perspective. We understand the hurdles that medical professionals face and want to help you strategize to make optimal financial decisions.


We aim to save you time on your tax prep and tax planning needs so you can spend more of your valuable time with your patients and your family. Contact us to learn more and to get a quote today.


Please mention you are coming from the OD’s on Finance group.

Location Requirements: Eligible in all states

Contact:  Joe Erickson at Joe@Ericksontaxes.com or at 425-610-8943 Schedule an Appointment (via Calendly here) or visit our website at www.ericksontaxes.com

Bookkeeping

Eyes Bookkeeping

Associate Doctor (W2, 1099) | Sublease Owner | Practice Owner


For Eyes Bookkeeping, LLC offers professional bookkeeping services for professional optometrists. Founded and operated by Wade Weisz, OD, the team at For Eyes Bookkeeping brings more than 25+ years of experience in private practice ownership.


We are on a mission to help optometrists maintain financial compliance, save hours of time each month, and boost profits by being a trusted financial partner. 


Our bookkeeping packages are 100% tax deductible and cover all the essential bookkeeping services needed to run your practice. We also offer add-on services, like bill pay, budgeting, clean up and catch up, team member productivity tracking, and more to help your practice succeed to the fullest extent!



Location Requirements: Eligible in all States


Contact: Wade Weisz, OD at info@foreyesbookkeeping.com or at (408) 214-1222


Book a FREE consultation with us today to get your financial future off the ground.

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