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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.

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.

Tax Planning & Bookkeeping

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

Bookkeeping

Eyes Bookkeeping


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


Founder, owner, and principle bookkeeper Wade Weisz, OD, is a 1992 graduate of Southern California College of Optometry (SCCO) and has worked as an optometrist in many different practice modalities throughout his career. He has over 25 years of experience in private practice ownership and has also worked in corporate and medical settings.

Wade started For Eyes Bookkeeping to meet an underserved need within the optometric community. His background is a uniquely perfect crossover for helping optometrists with getting, and keeping, their practice finances in tip-top shape.

It’s time to stop relying on an overworked staff member, an ill-trained part-timer, an expensive full-time employee, or, worst of all — yourself — for these important duties. Your resources are better spent seeing patients, growing your practice, and making the right business decisions.

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

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