Willeford Group CPA, PC
Business, Tax & Wealth Advisors for Dentists

Frequently Asked Questions (FAQs)

How can we help you?

We are always happy to answer your questions and share information with out clients. Check out some of the questions we hear most often below. 


The entire Willeford Group keeps current on the COVID-19 pandemic and will do so during this and other public health situations as well. We know that guidelines change, and we want to make sure our dental professionals are armed with the best information to make the best decisions.

We know how the Coronavirus is affecting and may affect dental practices. We know that there are loans and grants to be had, and we understand the fine print. We know that dentists and dental practice managers do not have time to read through everything that is out there, but we can guide you virtually, letting you know the provisions that come with specific relief funds and loans.

For example:

  • Do you have to pay the money back?
  • Is the money allocated for a specific use, and what qualifies under that provision?
  • How does a loan or relief money impact your taxes?
  • What is a taxable benefit compared with a loan?
  • What are the reporting requirements?
  • Which bank should you use?
  • Are there steps you can take and specific programs that offer loan forgiveness?

The questions are endless, but we can answer them for you.

For More Information for Your Dental Practice, Contact Us

We work with clients in two dozen states, and we would be happy to welcome you as well.

The ADCPA or the Academy of Dental CPAs is a group of accountants who work exclusively for dentists. Kate Willeford’s father was a founding member of this dynamic organization, and today the academy manages the taxes and finances of more than 9,000 dentists and dental professionals across the country.

One of their mottos is, “What do 9,000 dentists know that you don’t?”

Members provide easy management reports and simple-to-follow financial statements, but that is only the beginning. A good accountant recognizes shortfalls and where you may be able to increase your bottom line. A good accountant pays attention to your goals and looks for angles to help you reach those objectives in a timely manner.

Passionate CPAs should always be on the lookout for ways to save you money, ensure there are no surprises at tax time, and keep a close watch on your retirement goals.

At the Willeford Group, we are proud and active members of the ADCPA, where many of our fellow CPAs share our passion and commitment to dental clients.

If You’re Looking for a Dental Accountant, We Welcome Your Call

Contact a member of our dental CPA team toll-free at 877 643-7087 to learn more.

Accounting & Tax Services

Back in 2006, when Kate Willeford became a single mother of two kids, she wanted to be at home in the afternoons. However, she did not want to afford herself this luxury if she could not extend the same privilege to the Willeford team.

It was then that she started her mission to move toward a more virtual tax and accounting environment. She wanted to carry on the legacy of a second-generation family business, but in such a way that she focused on each employee and their family needs.

The team members love being able to work from home and enjoy their families while still having full-time careers. The benefits mean that we have become a savvy team in the areas of virtual meetings and helping dentists on the other side of the country on short notice. We are well-versed in each of the time zones and the tax laws in the states we serve.

Willeford Group is the only purely dental CPA Firm that Kate has found that is 100 percent virtual.

If you’re looking for a dental accountant in California, we can serve those needs. If you’re looking for a dental accountant in Georgia, we are equally adept.

If You’re Searching for a Dental Accountant Near Me, Contact Us

When you’re as experienced as we are in virtual business, we are the dental accountants near you, because we have the technology to be near everyone from our at-home work environments.

At the Willeford Group, we take the mystery out of accounting. We don’t inundate you with thick books of information or hard-to-follow guidelines. Instead, we help you meet your goals by studying the dental health market on your behalf, keeping up on the latest tax laws, and sharing the best practices to help you meet your objectives. We break down what you need to do in simple terms so as not to take away from your time with patients.

We offer:

  • Proactive tax planning to prevent surprises
  • How to purchase or upgrade in a tax-friendly manner
  • Stress-free handholding via timely responses
  • Speaking your language through specialized analysis
  • Financial planning to help you reach your goals, including retirement
  • Software training on specific applications that make financial tracking simple

If you’re a dentist, we think it pays to have an accountant on your team who specializes and understands your industry and your unique needs. We are a team who speaks your language. With us, you don’t have to explain or translate dentistry-speak.

Contact Us to Talk with a Dental Accountant Today

We are a virtual firm, working with clients across the country. Call us toll-free at 877 643-7087

The Willeford Group takes a very unique approach to accounting and the business of dentistry, which is very different compared with traditional accounting.

Collectively, our team members bring decades of experience to our dental clients, and we have a unique understanding of how tax laws differ across state lines.

We are not necessarily right for everyone. Those who choose to work with us see a significant impact on their income and quality of life. Our techniques have helped dentists come together in partnership, retire with confidence, expand their practices, and so much more. Whether our very different approach can accomplish that for you, depends on what you’re looking for.

Our objective is to explore whether our unique approach and specialization in dentistry might benefit you as it has other clients over the years.

At Willeford Group, we are passionate about what we do, and we would love to welcome you.

Contact One of Our Dental CPAs for More Information

We recommend calling our dental office at 877 643-7087 to arrange a consultation. With your permission, we will ask you some questions to better understand your goals, your business, and any obstacles to your progress. Then we can address those issues together.

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