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

Frequently Asked Questions (FAQs): Accounting & Tax Services

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. 

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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