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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 | Payroll

Ashraf Advisory

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


Ashraf Advisory is a CPA firm based out of Dallas, TX accepting clients across all states. We work with you to strategically plan for taxes and take tax deductions designed for Optometrists in an increasingly changing regulatory environment. Our clients are wide in size from one-person independent contractors to fully built multi-owner practices and everything in between. Tax preparation, tax planning, payroll, and bookkeeping all done in one place with multiple planning sessions. Contact us to learn more.

  • Tax Planning
  • Tax Preparation
  • Entity Selection
  • Bookkeeping
  • Payroll
  • Retirement Plan 
  • Fringe Benefits 

Location Requirements: Eligible in all states

Contact:  Arsalan Ashraf CPA  at Arsalan@ashrafadvisory.com or at 972-992-0946 | Schedule an Appointment (via Calendly here)

Tax Planning & Preparation

Erickson Tax & Accounting

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.


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

For 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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