Edwards & Associates, PC

About Edwards & Associates, PC

Specialising in a single profession since 1987, this Dallas public accounting firm focuses on dentists and other healthcare practitioners, and it says it serves dental clients across the United States, including some located in other states. Its founder is a CPA, and a named executive director oversees the firm. The offer follows the life cycle of a practice: launching a new one, running it, expanding, and eventually selling or retiring. Start-up support includes advice on entity structure and the practical steps of reserving a name and securing licences and permits, alongside financing introductions and cash-flow projections. Ongoing work covers bookkeeping, tax planning and filings, financial reporting, fee analysis, practice management coaching, acquisitions, valuations and wealth planning. The website is available in English only, lists a single appointment-based office and gives no fee levels or staff count.

Services

Monthly core services bundle bookkeeping, tax compliance and planning, and financial reporting. Consulting areas include fee analysis, operations and office management, financing and loan-rate negotiation, and practice-management coaching. Entity formation covers choosing among S-corporation, C-corporation and LLC structures, reserving the company name and obtaining licences and permits for a new dental practice. Additional offerings are strategic financial planning, risk management and asset diversification, practice acquisitions and sales, valuations, and transition planning ahead of retirement.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✕ VAT: not listed
• ✕ Payroll: not listed
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed