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Tax CPA | Bookkeeping Experts

Need a trusted CPA agent or Bookkeeper to handle all your complicity of your optometry business? We 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.

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

Optometrists, along with many other medical professionals, have tight and ever-changing schedules. Understanding that said schedules won’t always line up with ours, we offer video recordings of all deliverables, along with deep explanations of why we chose certain items the way we did.

With full transparency of our pricing prior to your booked meeting, you can rest assured that we focus on honesty in practice. Additionally, our monthly flat fees make budgeting a breeze!

At Residency to Retirement, we care about your taxes the way you care about your patients.


  • Tax Prep & Strategy: All tax forms prepared, along with expert tax planning designed for medical professionals.
  • Bookkeeping & Payroll: Monthly/Quarterly financial reporting with unlimited payroll support.
  • Business Support: Entity structuring, practice reviews, and constant support will ensure you can solely focus on the growth of your business.

We create strategic plans tailored to our clients’ needs to help them lower their tax bills, enabling them to save thousands of dollars over time. Our proactive approach to tax preparation starts long before tax season and allows clients to start saving money sooner, leading to even greater savings in the long run.

📧 Duncan Carter, EA | | Schedule a Meeting Today!

👉 Book Online:

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

Experience a clear, professional, and affordable approach to taxes. Our Tax Advisory & Filing plans start at $50/month. Enjoy year-round, unlimited tax advisory and support without hidden fees or unexpected end-of-year costs. Rely on our licensed CPAs for a worry-free tax season.

Start by scheduling a 15-minute call between May and December, as we only onboard new tax clients during this period to guarantee a customized and exceptional tax season experience. Then, when tax season arrives, we'll provide a tailored list of tax documents for submission, ensuring nothing is overlooked. As a result, submitting your tax documents to us will be a seamless and hassle-free process.

Refractional CFO, founded by Jackson Pace, a Certified Public Accountant (CPA) with experience in public accounting, specializes in providing tailored tax, bookkeeping, and fractional CFO services for optometrists. With his full-time experience as CFO for an extensive OD/MD practice operating across multiple states with retail optical branches, he carries a wealth of industry expertise. He looks forward to being your advisor and empowering you with the help you need to thrive!

  • ✅ Tax advisory & filing: Affordable pricing (W2, 1099, business), Unlimited tax support

  • ✅ Bookkeeping with unlimited support

  • ✅ Monthly insights: Practice Ratio Analysis, Profit-first Budgeting, Key Metric Tracking

📧 Jackson Pace, CPA | | Call/Text (435) 200-1951

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

👉 Schedule an Appointment (via Calendly here) or visit our website at

📧 Contact:  Joe Erickson | | 425-610-8943 


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!

Services and Packages:

  • ✅ Classify & Record Transactions
  • ✅ Reconcile Transactions

  • ✅ Financial Statements 

  • ✅ Practice Management Integration

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

📧 Contact: Wade Weisz, OD at |  (408) 214-1222

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