RT Edwards & Associates, P.C.

We are much more than an accounting firm. At RT Edwards & Associates, PC, we specialize in helping dentists reach their financial goals both professionally and personally. Our experienced financial team provides short-term and long-term financial planning, investment services and retirement guidance, as well as consulting services on practice start-up, maintenance and transitions. With more than 20 years of experience serving the dental community, we understand how to help dentists protect their practices and keep more of what they earn. In addition, we do business on a “fee only” basis. Let us help you find your way to financial freedom. Building long-term wealth is a priority and we can help you succeed with smart retirement, insurance and investment planning. SERVICES: Accounting We manage your business accounts with accuracy, expertise and responsibility. Our accounting services include: Detailed Financial Statements Monthly Bookkeeping QuickBooks Assistance Payroll Assistance Taxation We have the knowledge, experience and up-to-date information required to address all of your tax needs. Our taxation services include: Individual Tax Return Preparation Corporate and Partnership Return Preparation Trust Tax Planning and Preparation Franchise, Sales and Payroll Tax Returns IRS Assistance Tax Planning Financial Planning We provide the research, guidance and direction necessary to help you enjoy success now and in the future. Our financial planning services include: IRAs Retirement Plans College Funding Comprehensive Financial Planning Wealth Accumulation Asset Diversification and Protection Strategies Succession Strategies Evaluation of Insurance Coverages Investment Services We offer a suite of services to help you protect your assets and increase returns. Our investment services include: Retirement Rollovers Portfolio Management Practice Transitions, Start-ups, and Appraisals We help you make informed, intelligent decisions concerning practice options and opportunities, as well as provide assistance in executing transitions. Our transition and start-up assistance can help you: Weigh Risks and Opportunities Evaluation of Existing Appraisals Find a Practice Secure Financing Purchase Equipment Consulting We can help you navigate business transitions, evaluate financing options and take care of special circumstances as they arise. Our consulting services include: Fee Schedule and Coding Analysis New Entity Formation Review Key Performance Indicators Transitions and Acquisitions New Practice Financing Acquisition Financing Refinance Existing Debt Background Checks for New Hires Employee Policy Manuals Practice Valuations A comprehensive analysis to determine the financial value of an existing practice is essential to a successful transition. We will examine past and current financial and practice records of the practice to determine its true worth on the market, whether for a buyer or seller. We do this within a reasonable amount of time. Whereas some brokers take weeks or longer to get a practice valuation done, we offer a two week guarantee. Financing We find that many of our clients have a need for financing to buy a practice, start a practice from scratch or to refinance existing debt in order to lower monthly payments. Over the years we have developed a relationship with many lenders, both local and on a national level, who provide us the ability to deliver good loan products to our clients. In some cases, we have been able to lower our clients’ monthly debt service payments by over $4,000/month.

Address: 17060 Dallas Parkway, Suite 200, Dallas, TX 75248, USA

Phone: +1 972 267 9191
FAX: +1 972 267 9292