Thomas Doll, CPAs, P.C.
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Thomas Doll, CPAs, P.C. - overview
Established
1963
Location
Walnut Creek, CA, US
Primary Industry
Financial Services
About
Founded in 1963 and based in California, US, Thomas Doll provides wealth management, retirement plan solutions, payroll expertise, income tax planning, practice accounting, and practice creation and transition services. In June 2024, Earned Wealth, a portfolio company of Breyer Capital, Hudson Structured Capital Management, Juxtapose, Silversmith Capital Partners, and Summit Partners, acquired Thomas Doll. Thomas Doll offers comprehensive wealth management services that include career growth planning and investment management. The firm provides strategic administration and management of retirement plans, investments, and assets, specifically designed to meet the unique retirement challenges of dental and medical practice owners.
Additionally, the company delivers personalized payroll processing solutions that help medical and dental practices process payroll faster and more accurately, accommodating evolving regulations and requirements. The firm offers business and personal tax planning services that balance short- and long-term practice goals with individual tax situations and financial objectives. In addition, the business manages day-to-day finances for medical and dental practices, offering insights and benchmarking against industry norms to convert financial statements into meaningful diagnostic tools.
Current Investors
Earned Wealth
Primary Industry
Financial Services
Sub Industries
Investment Banking, Accounting Services
Website
www.thomasdoll.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
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