We’ll Focus on Your Financials, You Focus on Your Patients

Trident is a CPA firm focused exclusively on the needs of dentists and their practices. We serve each client as a trusted advisor in optimizing business and tax strategies.

A Strong Financial Foundation Sets the Stage for Success.

Businesses rely on accurate information and financial expertise to maintain profitability and capitalize on new opportunities. Trident helps you achieve your business goals with a comprehensive suite of service offerings:

• Strategic Tax and Business Planning
  Twice per year, we meet face-to-face with each client.  You’ll have the opportunity to ask questions, receive answers, and discuss business strategy tailored to your practice.
• Tax Planning and Tax Returns
  Our tax expertise, combined with dental industry experience, ensures compliant, proactive and financially effective tax preparation and filing.  We seek the most tax-efficient business strategies for each client.
• QuickBooks Online Accounting
  Trident manages complete financial record-keeping online, promoting collaboration with our clients.
• Virtual CFO
  For clients needing more executive input and decision support, Trident also offers our Virtual Chief Financial Officer (CFO) service. This gives you access to deep business acumen and years of executive experience to help you navigate business management and ownership.

Our fixed-fee service offerings integrate Trident in the building blocks of your business so we can create value for you and your practice.