Helping you get to the root of your financial issues
At Coleman, Ureda, Alford & Kaucher, P.A., we aren't your ordinary accounting firm. We're dental financial strategists, committed to supporting dentists in achieving financial success and maximizing their quality of life. Since 1999, we've been partnering with dentists to navigate the complexities of tax, accounting, and financial planning.
What sets us apart?
Our team of experienced professionals understands the unique challenges and aspirations of dentists. We go beyond traditional services by:
- Providing holistic financial guidance, integrating practice management, tax, accounting, and wealth planning.
- Establishing relationships with top financial strategists in the dental industry for comprehensive support.
- Utilizing advanced technology and clear communication to keep you informed and in control of your financial situation.
Tax & Accounting
- Comprehensive tax planning and compliance solutions
- Monthly financial statements that clarify your practice's financial health
- Cost segregation studies to maximize tax deductions
- Tax projection and planning to minimize surprises
- Proactive accounting solutions to streamline your financial operations
Wealth & Risk Planning
- Retirement planning and wealth accumulation strategies
- Risk management assessments and mitigation plans
- Succession planning and transition strategies
Start-ups & Transitions
- Comprehensive guidance for new dental practices
- Support with licensing, marketing, and financial planning
- Transition planning and valuation services for established practices
Employment & HR
- Recruitment and compensation benchmarking
- Human resource management consulting
- Employee benefit plan analysis and optimization
Practice Management
- Financial analysis and benchmarking
- Process improvement and efficiency recommendations
- Software and technology solutions implementation
Our Vision
Our vision is to empower dentists to thrive financially and professionally, enabling them to focus on providing exceptional patient care. We believe in a collaborative approach where clients and advisors work together to achieve lasting success.
Get started with Coleman, Ureda, Alford & Kaucher, P.A. today and discover the difference a dental financial strategist can make in your life!
Be the first to review Coleman & Ureda.
Write a Review
